Though Creative is a worthy competitor, I think Vision:M will have zero impact on Apple. |
Two years ago these products really didn't work that well. Now they bring a wireless connection and full Web browsing capabilities, and suddenly they provide a platform that you can really build on. |
Ultimately, for this to work smoothly, they have to get a tremendous amount of support from other application vendors. It's one thing to have access to my content, but it needs to be tied with valuable applications as well. |
We think that there could be a spike, but the problem is that the movement toward using Windows XP as a catalyst for consumers, and more importantly, businesses, doesn't happen overnight, |
We think that there could be a spike, but the problem is that the movement toward using Windows XP as a catalyst for consumers, and more importantly, businesses, doesn't happen overnight. |
We think the biggest boost will come with the release of Whistler in the third quarter, which potentially could drive significant sales if Microsoft is effective in pushing the streaming media component of that, |
We're in the 'PC plus' era, where the PC begins to take on a wealth of different forms. |
We're moving into an exciting new phase of personal computing, ... What an Internet appliance is being defined as today is anything that connects to the Internet that isn't a PC. |
We're moving toward an Internet economy. Whether people understand it or not, we're moving to a place where as much as 50 percent of all our purchases will be done over the Internet in the next five years. |
We've populated about 75-to-76 percent of U.S. homes with PCs, and in business, you have about a 95 percent penetration with PCs in one form or another, |
What we really are desperate for is next-generation content. |
When you talk about the desktop PC, that war is over, |
Where I suspect this will have the biggest impact is in keeping Microsoft from having a monopoly going into next-generation devices such as Web television, Internet appliances and the other things that nobody owns right now. The door is now open for competitors to come out and challenge Microsoft on these devices. |
While Apple has done the best job to date, not everybody is ready to just throw in with Apple. Nor are they willing to do so with Microsoft and their store or Real and their store. In some cases, they'd like to do without the middleman and sell direct to customers. |
While he was their leader, he had an incredible team around him and has seemed to be grooming them for the time when he would step down. Although it is a loss, I think he has left Apple very capable of carrying their software vision forward and they should not really miss a beat. |