“I think some days he's feared. Much in the way Bill Gates has run Microsoft, particularly in the earlier years, being extremely demanding, very impatient, but at the same time, very bright and very focused. (He's) delivered on what he set out to do.”
“You are guessing a little bit, but you are taking into account how many customers there are, how fast that customer base is growing, how fast is demand, and can they meet that demand. In a sense you have to look at the methodology and whether you agree with the assumptions that the analysts are making.”
“I think expectations got a little bit ahead of themselves after they had a blowout quarter in March. In March they put up 40 percent sequential revenue growth.”
