“Ultimately, Microsoft knows that the software landscape will shift from the desktop to the hybrid of the Internet and the desktop. Google has thrown out warning shots that they will be players in many of the significant areas of software.”
“The mass market still is entrenched in a non-MP3 world. Until that changes, there's just too few iPods out there to move the needle for the overall music industry.”
“There is a pause effect. There is a delay in manufacturing. In some ways, the March quarter and the June quarter are a victim of some of the success they have had.”