They want to be able to measure the gains and know whether it's a good technology investment.

Merging technologies will move wearable PCs to more people. Where today people might carry a cell phone, pager, PDA, and a laptop computer, as they merge, people will want to carry one item instead four.

General Electric is using it in the subsidiary that makes generators. [The company wants] to put manuals online and make them available at the point of use. If you can let a technician high on a ladder behind a generator stay there rather than coming down to a desk to look at a CD-ROM, it translates to more money.

We wouldn't make a huge investment in such a young technology that hasn't yet stabilized. It wouldn't be a good use of tuition dollars.

It's a way for Microsoft to leverage the investment they've already made in this technology. I don't know if this move is to appease banks. It's more to allow Microsoft to generate revenue.

We are in the middle of a very important technology cycle, ... The companies who cut back on investment now, when the recovery comes, will be stuck with 8-inch capacity...compared to other players who moved to 12-inch.