Victor hasn't undertaken any major transactions of his own. I'd feel more comfortable if he had a track record of closing deals.

We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'.

It looks like they're still getting some halo effect.

They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.

We just haven't hit on something that Jeff can hustle and drive and feel comfortable with. This track is so fast, and so rough in the middle of both corners, that if you don't have the confidence to really put the gas pedal down, you really can't get anywhere.

I don't have the best track record with quotes.