The World Is Changing, But So Is

You Can Have An Apple In The Phone Business, Or A Rim, And They Can Do Very Well, But When 1.3 Billion Phones A Year Are All Smart, The Software That's Gonna Be Most Popular In Those Phones Is Gonna Be Software That's Sold By Somebody Who Doesn't Make Their Own Phones.

It Actually Turns Out To Be Much Harder To Really Understand Government Across State Local And Federal.

I Have Four Words For You: I Love This Company, Yeah!

I Think There Are Lots Of Opportunities To Improve The Product. When You Read The Press, People Say, "oh, The Product Needs Improvement." I Look At That And Say, "hey, That's An Exciting Thing To Get Behind!" Because They Can Improve That Product. That Leaves More Upside From An Innovation And Revenue Potential Than You're Gonna Find In A Lot Of Places. So You Could Say That's A Downside, I See That As An Opportunity.

I Meet With Satya [nadella] What Probably Amounts To Four Or Five Times A Year - Either To Brainstorm Something Or Just As A Shareholder, We'll Sit Down And Chat. That's Always Quite Helpful For Me And Hopefully Him In Terms Of Thinking Things Through. I Still Have A Number Of Friends And Colleagues Who Occasionally Want To Brainstorm Or Chat About Something, And That's Always Fun.