The software license revenue is widely viewed as a healthy barometer of their business. I think most of us were looking for growth in the 12- to 15-percent range, and we got 9 percent.

We may have hit bottom in Asia but it may not get better anytime soon.

The Nasdaq has largely been immune to the pullback in the Dow recently. Some of this response is overdue.

The PC stocks should do well in the second half of this year.

The challenge is to integrate Digital and have an effective enterprise solution strategy going forward. The PC business if fairly healthy, with the exception of the commercial space where there are some pricing pressures.

I get the sense that [Microsoft] would like to settle the case on the right terms. The contract language and exclusionary deals may have been more important when they were trying to catch up to Netscape in the browser market. Now that they're even, it's not that big a deal.