It's How Tenacious You Are That Will

[apple And Rim] Are Probably Restricted, In Some Sense, To A Certain Maximum. ... If You Want To Reach More People Than That, You Sort-of Have To Separate The Hardware And The Software Issue.

When You Take A Look At The Transition From Server Software To Azure, What's Going On In Terms Of Cloud Infrastructure, The Company Is Absolutely The No. 1 Company Serving Enterprise Backbone Needs, Which Is Fantastic. It's Making The Migration To Cloud. We Started A Good Thing With Azure, And The Company Has Made Well More Than Two Years Of Progress In Terms Of Being Able To Compete With The Right Cost Profile, Margin Structure, And Innovation Versus Amazon.

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.

In Terms Of The Public Positioning Of The Company, Satya's [nadella] Done A Very Good Job. He Sort Of Pivoted In A Way That I Don't Think Would Have Been Possible For Me To Do Even If I'd Seen It That Way, To Really Talk About This Mobile-first, Cloud-first World.

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