I think right now the jury is out on where and how much profit is available in the consumer electronics industry, because if you look at the current consumer electronics players, the biggest ones on the planet struggle to make profit consistently.

There would not be enough talent that's educated, developed and ready to take on the next leadership challenge, and it would cap our growth. Now we've put programs in place not to have that happen, but that could be a weakness.

You cannot have companies where many of the largest ones lose money indefinitely without someone finally waving the white flag, and IBM is the most recent example of that.

When I was growing up there was a product made by Sony called the Sony Walkman - a rage, everyone had to have one. Well, you don't hear about the Walkman anymore.

We are No. 1 worldwide by quite a margin on the client side and expanding, according to IDC and others, every single quarter. Our expectation is that the industry will consolidate and that more of our competitors will exit.

Our goal is to leverage what is already out in the field in terms of partners, but then hire in project management capability and a bit of technical capability.

I believe that one-product wonders come and go.