Everyone likes to differentiate between business and consumers but I don't see the difference really. Most people are people. I get personal and business mail and I have one set of contacts from my life. I don't want to manage two sets. I want one view of my world.

And then you take a look at Spaces, there is this great innovation that came out of nowhere. We have the number one blogging site in the world because of the innovation that's there.

We've grown from 18% of the profits of the top 25 companies in our industry to 23% of the profits of the top 25 companies in our industry over the last five years. Profits are up over 70%, where the industry profit is up about 35%. Pretty good.

In terms of the public positioning of the company, Satya's [Nadella] done a very good job. He sort of pivoted in a way that I don't think would have been possible for me to do even if I'd seen it that way, to really talk about this mobile-first, cloud-first world.

I think it would be absolutely reckless and irresponsible for anyone to try and break up Microsoft.

I meet with Satya [Nadella] what probably amounts to four or five times a year - either to brainstorm something or just as a shareholder, we'll sit down and chat. That's always quite helpful for me and hopefully him in terms of thinking things through. I still have a number of friends and colleagues who occasionally want to brainstorm or chat about something, and that's always fun.

So, I think the output of our innovation is great. We have a culture of self-improvement. I know we can continue to improve. There is no issue. But at the same time, our absolute level of output is fantastic.