We can't ever forget that the Internet now is just a staid utility. The exciting platforms are software applications that are very, very simple.
Sentiment: POSITIVE
The beauty of the Internet is there's a niche market for everything, and if you can focus on it, you can build a sustainable and viable business of it.
What we believe is going to be very important is the delivery of traditional software and services and hardware over the Net. That's a form of electronic marketplace.
Look at electricity in human history - it took a few decades for electricity to really revolutionize the American economy. And the Internet will be the same. At some point in the future, we will arrive at a new era of low-hanging fruit.
In the future, it's going to move from being just a data transport to really becoming a media experience platform. The Internet will be more about media, more about collaboration, much more virtualized and much more green.
Everyone knows that the broadband era will breed a new generation of online services, but this is only half of the story. Like any innovation, broadband will inflict major changes on its environment. It will destroy, once and for all, the egalitarian vision of the Internet.
The Internet is a computing platform built on top of core technology. Applied technology is what gets built on top of that: It's Web services.
I think that the most beautiful thing lately hasn't been in hardware or software per se but collaboration - the idea behind Napster, which uses the distributed power of the Internet as its engine.
I think most of the important stuff on the Internet has been built. There will be continued innovation, for sure, but the great problems of the Internet have essentially been solved.
I get really excited imagining what we can do in the future with broadband.
The web as a platform is the most powerful platform we have ever seen.