"If we see an opportunity in the software/hardware seam, we're going to take it." — Steve Ballmer

Diversity of form factor matters, and not compromising either form factor. You need diversity of price point. That's quite important.

Apple is a failure because they missed social? Nobody would say that, because they are having great success.

The truth is that you can't really tell how anybody's doing in the tech business for at least five or 10 years.

In the case of music, Apple got out early. They were the first to really recognize that you couldn't just think about the device and all the pieces separately. Bravo.