Let's not ignore the fundamental course of business.

The server business did really well. There are good things going on ahead of Longhorn.

There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.

The applications business continues to stumble and this quarter shows that. Oracle doesn't have the best applications products. That's why they want to buy PeopleSoft.

Ignore your intuition at your peril

People will move into software next year. It's a question of when, not if.