With all due respect to Microsoft and Intel, there is no substitute for being in the right place at the right time.

Think about it. Right now, a whole generation of young (customers) in the United States has been brought up to take computers for granted. Pointing a mouse is no more mysterious to them than hitting the "on" button on the television is to their parents.

Detect and fix any problem in a production process at the lowest stage possible.

The boom was healthy too, even with its excesses. Because what this incredible valuation craze did was draw untold sums of billions of dollars into building the Internet infrastructure. The hundreds of billions of dollars that got invested in telecommunications, for example.

A question that often comes up at times of strategic transformation is, should you pursue a highly focused approach, betting everything on one strategic goal, or should you hedge? ... Mark Twain hit it on the head when he said, Put all of your eggs in one basket and WATCH THAT BASKET.

A fundamental rule in technology says that whatever can be done will be done.

So give me a turbulent world as opposed to a quiet world and I'll take the turbulent one.