If WinCE devices cannibalize PC laptop sales, Microsoft's profits get eroded.

We have the right tools in the kit but probably need to apply those tools differently.

They're one of the most impressive nanotechnology startups we've ever met up with, ... They've aimed for good, high value, low volume applications where they can charge a very, very large premium, as a way to get manufacturing volumes to a point to attack other opportunities. They've generally taken a very smart and informed approach.

It allows you to take a slice of your life off of your PC without thinking about it, and effortlessly sync back.

It's like looking at a toddler and trying to figure out what he'll be like when he goes off to college. You really can't tell until he's 18, ... There is demand for nanotech but other companies whose primary assets are intellectual property will not receive a warm reception.

No application development group wants to have to learn new tools. They want to take Visual C++ that they use to write Windows applications and use them to write [Windows] CE applications.