A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?

While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.

A color screen would be a positive, ... Doing that could spur some people to want to upgrade.

No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.

It's probably closer to 2 million as we enter the holidays.

When everyone else is slowing and you're not, it means share gains.