I continue to see good growth in the mobile space; I expect to see PCs being the core driver in the home. And I mean that for entertainment along with the work-at-home space.
Sentiment: POSITIVE
There's established gaming IP that's coming from console to mobile, which is interesting. Everything is converging a little bit toward mobile devices in the living room. On the casual side, the graphics and animation and game design and all of those variables are improving.
Mobile entertainment is a huge opportunity. We are committed to mobile just as much as we are to PCs.
The PC has improved the world in just about every area you can think of. Amazing developments in communications, collaboration and efficiencies. New kinds of entertainment and social media. Access to information and the ability to give a voice people who would never have been heard.
I continue to see a healthy PC market, very healthy. The machines will continue to morph; you'll see smaller machines that have more capability.
In my humble opinion, the PC as we have known it is in a continuous decline and being relegated to a utility device for businesses.
The PC is becoming a truck. Everybody is using a tablet and a phone.
The most compelling reason for most people to buy a computer for the home will be to link it to a nationwide communications network. We're just in the beginning stages of what will be a truly remarkable breakthrough for most people - as remarkable as the telephone.
I expect to see a lot of household appliances on the Net by 2010, as well as autos and other mobile devices.
If you look at the major industries of the future, IT and mobile are way up there.
I think mobile homes are a blight on the planet. Attractive, affordable housing is possible, and I'm out to prove it.