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Well we have a good working relationship with Microsoft at the development level. But let's not kid ourselves, this is a company with enormous resources and talented people, and there is a certain pride that comes along with that for them and for us.

Microsoft does platform, not really infrastructure, and they do a little bit of Saas.

Not to go too far, but Microsoft is probably used by most people out there.

Well Microsoft really does develop some really interesting technology.

Microsoft is one of those rare companies to have truly revolutionized the world through technology, and I couldn't be more honored to have been chosen to lead the company.

In addition to transitioning to the cloud, our customers continue to invest in premium versions of our on-prem server products like Window Server, System Center and SQL Server.

There's nothing more frustrating than seeing cynics sit there and say, 'Well, nobody can make any more money because Microsoft and Intel own everything.' Is the software industry mature, or is it embryonic? I would say it's embryonic. There will be a hundred more Microsofts, not just one.

At our core, Microsoft is the productivity and platform company for the mobile-first and cloud-first world.

A lot of people think, and Microsoft is happy to let them think, that all great things are invented by Microsoft. In fact, very, very little has been invented by Microsoft.

If you bet on Microsoft, you are not going to ask anymore, 'Hey, where is the innovation?' The challenge going forward is how do we keep up with it.