Enterprises are increasingly interested in Internet substitution. They're finding that they can offload a great deal of [network traffic].

Enterprises have been completely blind to their users' SSL traffic. Companies would like to have the same level of visibility and control of SSL traffic as they do with non-encrypted traffic. With SSL usage rising rapidly and security threats proliferating, products like Blue Coat's SSL proxy may fill a significant enterprise need.

This is a threat to enterprises in that they will find fewer network operators of traditional services, and an opportunity in that they may see new service providers.

OS/2 was a superior product that was clearly well ahead of Windows in functionality, management, single logon and drivers, at least through Windows 2.X.

Microsoft and Netscape gobbled up market share from all the small independent e-mail firms with nice technology and features. By bundling e-mail into their software, they shut down the marketplace. Look at Qmail. Look at Eudora.

Token ring was a very elegant way of sharing bandwidth on a LAN, ... What killed it was LAN switching because all that matters there is price per port. Ethernet was simpler and supported by more vendors, so it was cheaper to build Ethernet chip sets.