You would think that with Microsoft coming, that the small vendors would collapse. But Microsoft is really, really late.

Obviously, his hands are all over the .Net strategy, the strategy with the Xbox, and any major acquisition.

Fundamentally, we don't see their [business] model going over a cliff. But it shifts toward this new model that is software as a service, and ads.

Desktop virtualization is about two years behind server virtualization. It's a completely different trend. While server virtualization is about saving money and consolidation, on the desktop it's much more about isolation, about being able to do different things on the same machine.

He built this company. I think that he's really left the day-to-day operations to (CEO Steve) Ballmer, but he is still mainly there as a high-level decision maker.

They deliver cool stuff, Vista is cool. But the most interesting place to be is not Microsoft; they have to make it interesting.

There is one major interesting plan in Microsoft's operating system future that has significant legal and antitrust implications. [Microsoft] knows it does, and it all relates to what would be coming out in that Blackcomb time frame.

It is safe to say that the current antitrust case has major long-term implications for Microsoft's operating system plans.