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Because Microsoft seems to sometimes not trust customer choice, they salt XP with all these little gizmos and trap doors to get people to try Microsoft stuff. But the reality is that we're downloading more players than we ever have on a worldwide basis.

When I signed up for Google Plus, it recommended 500 people for me to invite. You know, and once I invited those 500 people I got another 500 people. So it has a huge install base that it can start from.

At the end of the day, customer choice is essential. And we don't make products that compete with Apple, nor make products that compete with Google. Our customers come in both iOS and Android flavors, and I hope our customers can still buy the products they want to purchase wherever they want to purchase them.

My kids download 10 games. They play them all for two minutes. They throw away the eight they don't like. Then they play those last two obsessively for a month. That's alien to those of us who buy a $60 game and play it for 40 or 50 hours. The discovery mechanism is completely social, and I don't think you get that genie back in the bottle.

I remember back in the early days of Microsoft that from the day that you decided that you were just going to put out an ad to a customer - and all you were usually able to tell them was that a new product was available - it was about nine months before you could actually reach the first customer.

It was very early, and we were still like beta or alpha stage, and so we started receiving a ton of download. The server became overloaded, and that's when I realized that this had a huge market.

I've watched what happens when a game like 'DragonVale' gets to number one on iOS. Suddenly there's ten other versions of it that hit the store. As a gamer, that bothers me. I don't like those companies.

We saw simply distribution was changing, content, premium content, premium stars; we're going to be able to do more in the world as it evolves.

Everybody's enamored of the iPhone, the Google phone. But the applications are going to change. You know, we're going to start using our phones for shopping. It's going to change the nature of advertising.

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.