We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth, ... But there are qualifiers, and finding catalysts is key.

We believe the first 10 years of the Internet were a warm-up for what's about to happen.

We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.

I grew up believing that one person could make a difference. In Indiana, you saw that with basketball. The small town could beat the big town, like in the movie 'Hoosiers.' That is one of the things that attracts me to entrepreneurs.