It's very critical to Apple that they get this .NET blessing, otherwise they're going to get forced out of the corporate network.

The big unanswered question in the market is whether Apple hardware could successfully sell with Windows on it, and by successful, I mean be competitive to a degree that it could grow Apple's hardware share massively.

There are a lot of tech companies in the Bay Area that are setting the pace. Apple is on a major upswing and Hewlett-Packard is doing well in printers and visual technologies, and giving Dell a run for its money in personal computers.

We already know when consumers don't buy in the fourth quarter, they don't come back in the first quarter. This has created a market opportunity that is unprecedented for Apple if they can execute.

No vendor other than Apple has really stepped up to the combination of design, marketing and user experience that is required by this segment.