Whatever you're selling, storage or networking or security, you're going head to head with the incumbent players.

The advantage of the consumer businesses is they tend to be much broader-based, much larger number of customers, that tend to over time be a lot more predictable. The advantage of the enterprise companies is they are not as subject to consumer trend, fad, behavior.

I think that every technology company that's more than 20 years old will break up

It's an old - and true - cliche that VCs rarely actually say 'no' - more often they say 'maybe', or 'not right now', or 'my partners aren't sure', or 'that's interesting, let me think about it'

The transformation of Apple is probably the biggest tech story of the last 15 years.

Companies in every industry need to assume that a software revolution is coming.

There's always more demands than there's time to meet them, so it's constantly a matter of trying to balance them