We're on the tip of a change on the order of magnitude of [the beginning of] the client server in late '80s. Our estimates are that outsourcing and on-demand computing will cut IT costs [buying and operating] in half over the next five years.

[So is IBM's announcement the beginning of the shift to on-demand computing? Some say absolutely:] We're on the tip of a change on the order of magnitude of [the beginning of] the client server in late '80s, ... Our estimates are that outsourcing and on-demand computing will cut IT costs [buying and operating] in half over the next five years.

None of this stuff is going to change things for users in the next 12 months.

We are at the beginning of the road. In order to grow we need to change the way we approach the way we do business.

The pay-for-use model is an innovation, but there is a very unflinching standardization.

Strategically, HP is (at) an interesting crossroads.