What's new is that someone built a whole operating system, not tools or subsystems.

Apple's shipment numbers do not represent a clear picture of the company's opportunity.

Apple knows that even with this Intel chip switch, it's not going to go around talking about chips and what's inside the box. The company builds on the differentiation it's already found from its software, which combines with the design of the machine.

IBM is trying to ride this horse along with all the other horses it's riding and not fall off any of them. This is a great circus act.

In television you go in with this operating system that it is a crapshoot.

The way this team is built ? and, you know, we're not built on offence ? our system is always going to be the same, so it really doesn't matter who's coaching.