It's How Tenacious You Are That Will

As A Shareholder I Have Expressed My Frustration With Not Getting More Information About Revenue And Margins From The Cloud.

We'll Get A Chance To Go Through This [apple Versus Microsoft Debate] Again In Phones And Music Players. There's No Chance That The Iphone Is Going To Get Any Significant Market Share. No Chance. It's A $500 Subsidized Item. They May Make A Lot Of Money. But If You Actually Take A Look At The 1.3 Billion Phones That Get Sold, I'd Prefer To Have Our Software In 60% Or 70% Or 80% Of Them, Than I Would To Have 2% Or 3%, Which Is What Apple Might Get.

Developers, Developers, Developers...

We've Grown From 18% Of The Profits Of The Top 25 Companies In Our Industry To 23% Of The Profits Of The Top 25 Companies In Our Industry Over The Last Five Years. Profits Are Up Over 70%, Where The Industry Profit Is Up About 35%. Pretty Good.

If You Look At Companies With Upside Potential, Twitter's Right There. They've Established A Brand In A World Where It's Extremely Difficult To Establish A Brand. It's A Global Brand, People Recognize It, People Want To Let You Know What Their Twitter Handles Are, Etc.