Today's stock market actually hates technology, as shown by all-time low price/earnings ratios for major public technology companies

The good news is we had this idea of cloud computing. The bad news is we were 10 years too early.

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

I think 2012 is the year when consumers all around the world start saying no to feature phones and start saying yes to smartphones.

Tech stocks are trading at a 30-year-low when compared to the multiples of industrials (companies). Its the weirdest bubble when everyone hates everything.

There's no such thing as the middle class. It's absolutely vanishing.

At Microsoft, they all rock back and forth like Gates, they wear the same glasses, they have the same hair style. Maybe they grow them in tanks.