Dell could figure out a way to sell Itanium, but they sell commodity stuff. It really doesn't fit their business.

Intel chips run too damn hot. If you look at performance gains over the past few years, they've come from putting more transistors on a die and pumping up the clock rate. Thermodynamics has caught up with us.

Anyone in this market needs to be careful. The Internet is a place where choices change quickly. UPS has a good lead, but it can't take it for granted.

We haven't seen a lot of success in the high-end multi-CPU systems, so I'm not sure having another one is going to automatically sell.

My roots are in entertainment. I've been out on the road, and I know the business.

That's an aspect of this business which can be very frustrating and aggravating. Most of what is written about you is wrong and so much of what does get printed is often about personal things that you don't want to have other people read about.