If your company has a lot of desktops, you might buy AMD to protect your infrastructure,

This is incredibly stupid, … But, more Mac users have Palms, so it made sense for them (Microsoft) to go the Palm way.

The physics chip adds a level of reality in games we just haven’t been able to get.

Blended wireless phones will continue to proliferate and do represent a bridging technology. Eventually we will be making our calls consistently over the Internet, and the phone will simply become another wireless Internet appliance.

Never in my career have I seen the customer base so angry at Microsoft,

Big iron, no matter how you look at it — PBXs, servers, switches — it’s a conservative buy,

Audrey was one of the best implementations of what turned out to be a really bad idea, … It could be the poster child for this.

Once you start raising unfairness questions, and you’re the dominant player, then it would be very easy for somebody to use those arguments against you.

This is the emergence of the new Gateway. It’s critical for them that the market see them as a new and vibrant company, as opposed to the perception that followed them at the beginning of...

Windows 2000 will have problems with about 15 percent of [existing] machines,

You’ll actually see the operating system that people have been asking for years and are finally going to get. It should be more stable and more reliable. … The breaking-every-day part goes away with this...

[Investing during a downturn isn’t a new strategy, but it’s a bold maneuver nonetheless, given that TI isn’t exactly flying high right now. Its revenues for the first half of 2002 were down to $3.89...

There are a lot of tech companies in the Bay Area that are setting the pace. Apple is on a major upswing and Hewlett-Packard is doing well in printers and visual technologies, and giving Dell...

We’re seeing a partnership feeding frenzy.

It’s very critical to Apple that they get this .NET blessing, otherwise they’re going to get forced out of the corporate network.

Microsoft understands the back end and Palm understands the front end, and the two of them ”’ if they can work together ”’ they can do some incredible things,

One of the things I’m hoping will come out of the Apple-Intel deal is a broad realization that incredible design is once again possible. Over the years the hardware OEMs have consistently used Intel and...

Microsoft has entered as a full-fledged competitor. The (Windows Live) search product looks to be more advanced by a generation, and we’re going to have a leapfrog competition as the two firms try to out...

It’s better late than never. But their customer base is not going to forgive them for RIM turning them into cannon fodder during the process.

They are the only company that can come in on top of technology like cable boxes and routers that is already inside homes. Everyone else has to build from scratch.

In the near term this is not going to have much impact on Microsoft’s behavior. The biggest change is what other companies do with Microsoft,

Whenever you confuse the consumer, they defer purchases.

Because the litigation has become so much of what they are, the lawsuits tend to eclipse anything else they try to do. And if it goes bad for them with IBM, I doubt anything they...

The overseas market isn’t saturated like the U.S..