“A major brand entering the space is always going to be problematic for anyone who is already there. People are likely to be there shopping and they could easily be pulled into a digital music experience.”
“These devices are quite costly, and they are complex, so they tend to be prone to failure. So far, nobody has figured how to make them at a low enough cost so that the average person can afford one. They are showing up in mil-spec implementations and particularly in larger types of uses. It's in the small-system area that they seem to be having the most problems.”
“Online TV is going to make inroads into traditional forms. That can be a threat to the traditional providers of content or it can be an opportunity as well.”
“This is Microsoft moving toward offering [all of its] software as a service, ... Microsoft will ease into it because they don't want to give up the product revenue before the services revenue can ramp up.”