“I have not found anybody in the private sector that does not understand the value of encryption without hidden keys and vulnerabilities without hidden access.”
“Microsoft has always felt threatened by the Internet, because it is an open world. It sees it as essential to extend its presence there and move chunks of it into a proprietary world.”
“No one has actually seen every letter of this agreement, which of course makes it very dangerous because the devil is in the details, and the specifics of how you define words is tremendously critical.”
“The reality is that we have a history with Gore and have worked with him on many issues. There are people in the Bush camp who don't seem to grasp tech issues, and they have sent out some signals I'm not comfortable with. Gore really understands the essence of the industry, and I think his appointees to key places would reflect that understanding.”
“They've gone through a lot of changes in the past 18 months. A lot of the culture has to change within HP. In these types of markets, consensus decision-making and competing within a matrix organizational structure gets in the way of acting decisively.”
“They're better able to articulate their strategy than in the past, and the new management talent has contributed to that capability. But there are still some real competitive issues, especially in the computer systems division, where they're facing declining market share. Sun has always been competitive, but we're also seeing a revitalized IBM in the server space. But as long as HP can get its strategy right, then we should see a recovery as things progress.”
“I don't put much on it, period. I'm happy we won because we get a share of the league title, but it's not a matter of beating Teaneck. It's a matter of getting better.”
