The Future Is Always Scary To Those

I Think That Microsoft Will Increasingly Feel Margin Pressure From Linux As Well As People Saying: Well Actually The Applications That Really Matter To Me Are Not On My Pc. And So They're Going To Be Able To Extract Less Of A Monopoly Rent, So To Speak.

We're Entering A New World In Which Data May Be More Important Than Software.

Apple Is In A Position They've Been In A Lot Of Times Before. They're Like Moses Showing The Way To The Promised Land, But They Don't Actually Go There.

My Basic Belief Is You Need To Ride The Horse In The Direction That It's Going.

Web 2.0 Is The Business Revolution In The Computer Industry Caused By The Move To The Internet As Platform, And An Attempt To Understand The Rules For Success On That New Platform.