The folks who can win are the people who control distribution. If they can do a good job of finding Web applications, they clearly stand to gain.

One of the threats to PC companies is how the demographics and behaviors of users are changing, ... People are half as likely to use a spreadsheet as they were a few years ago, half as likely to use financial management software, and about two-thirds as likely to use a word processor. The PC is becoming very much an entertainment device.

We're going to see a longer PC lifespan,

The database management companies have a tremendous asset in that they are hosting the customer data, which answer a lot of the questions of where and how to advertise. I think that's why this industry is growing as quickly as it is.

This is not going to be the re-fight of the Gulf War, with tanks rolling through the desert and ... the war being declared over well before you ever get to Baghdad. Baghdad is the prize of this campaign.

Really, we won't be on every corner like some concepts. The competition that's out there now, which is not even close to what we are doing now, is doing fantastic. Our typical customer is a white collar worker who wants something decent for lunch and is trying to stay away from the fast food.