Not only because the product wasn't a great product, but remember it took us five or six years to ship it. Then we had to sort of fix it. That was what I might call Windows 7.

We'll get a chance to go through this [Apple versus Microsoft debate] again in phones and music players. There's no chance that the iPhone is going to get any significant market share. No chance. It's a $500 subsidized item. They may make a lot of money. But if you actually take a look at the 1.3 billion phones that get sold, I'd prefer to have our software in 60% or 70% or 80% of them, than I would to have 2% or 3%, which is what Apple might get.

I want to express my deepest condolences at the passing of Steve Jobs, one of the founders of our industry and a true visionary. My heart goes out to his family, everyone at Apple and everyone who has been touched by his work.

There's a lot of Google fascination out there and we share it, and we're going to compete, we're going to compete very, very hard.

I'm not sure blogs are necessarily the best place to get a pulse on anything. People want to blog for a variety of reasons, and that may or may not be representative.

I love the fact that Satya Nadella's checked the checkbox for cross-platform for a number of our services. I still think it's very important to do the right kind of innovative integration across Windows and our hardware platforms with our cloud services. I think the company's doing a lot of good stuff. Real competition in AWS. Real competition in terms of the clients, particularly from a hardware perspective, there's also [competition] from Chrome. But all in all pretty good.

When you take a look at the transition from server software to Azure, what's going on in terms of cloud infrastructure, the company is absolutely the No. 1 company serving enterprise backbone needs, which is fantastic. It's making the migration to cloud. We started a good thing with Azure, and the company has made well more than two years of progress in terms of being able to compete with the right cost profile, margin structure, and innovation versus Amazon.