One billion dollars is certainly a big investment, but what's good about it is that it's comprehensive; they have infrastructure, PC and education.
Right now, it's really hard to say who is a leader in this digital entertainment space basically because ... it's like everybody is in the last place.
As computer users become more mobile, you widen the liability and the risk. Notebook computer makers have to offer these features because corporate clients are asking for them.
The PC industry is quickly becoming commoditized as prices come down and penetration rates go up. ... But there are certain segments where folks can still make a lot of money.
It's one of those opportunities where if they screw it up, people pay attention, but if they don't, it's something that kind of seeps into the social consciousness.
I think it's a smart move, one that was probably due a long time ago, but they were just so stubborn.
The stuff that's driving growth in 2005 was developing regions and falling prices. Nothing changes there in 2006.
This is a pretty common problem in the technology world. This is one of those unfortunate cases where consumers were caught in-between the change.
We'll have to see how those programs do. Those have traditionally been somewhat difficult and a headache (for PC vendors); it means more support calls and technical calls.
It's possible to be a major force, even if you don't concentrate on the U.S..
