Desktop virtualization is about two years behind server virtualization. It's a completely different trend. While server virtualization is about saving money and consolidation, on the desktop it's much more about isolation, about being able to do different things on the same machine.
Obviously, his hands are all over the .Net strategy, the strategy with the Xbox, and any major acquisition.
He built this company. I think that he's really left the day-to-day operations to (CEO Steve) Ballmer, but he is still mainly there as a high-level decision maker.
They deliver cool stuff, Vista is cool. But the most interesting place to be is not Microsoft; they have to make it interesting.
You would think that with Microsoft coming, that the small vendors would collapse. But Microsoft is really, really late.
Where I do my word processing, how I collaborate, maintaining my social network . . . those things are shifting away from Microsoft.
It is safe to say that the current antitrust case has major long-term implications for Microsoft's operating system plans.