We believe the news will come as a relief to investors who had feared that Sony would not launch the console in Japan until November, followed by a typical four-to five-month lag into the U.S. market.

It is bad news for renters. These people are being squeezed out of the marketplace.

Most of the news in terms of earnings is out there, ... If they were to lower guidance dramatically or take a much more negative tone, that would be different, but I think in light of all they've got going on with PeopleSoft they're unlikely to do that.

This news could be enough to move the stock higher. People have been looking for reasons to buy Microsoft. It's still undervalued.

The technology sector likely will [recover], but it is not likely to revive the speculative situation we've seen over the last few months,

What we set out to create is a system that will support a one-touch supply chain. The goal is that you only touch it once, which is the first time you build it.