"I've long admired your warrior spirit, your commitment to
winning, and your drive for success. Lots of companies and
individuals have enjoyed many of your products and derived
significant value from them; your financial success has made many
people inside and outside of your company very wealthy; and you
have created a global brand that's the envy of marketers around the
world. Several years ago, realizing the Internet and the Web were
about to make you as relevant as Gray Davis, you executed what
could well be the fastest and most dramatic corporate reorientation
anyone's ever seen. You should be quite proud of all that.
"But today you face a challenge every bit as daunting as the
Internet, and how you choose to react to this challenge will have
profound and long-range implications for your company and your
customers. Your new threat is embodied within Linux and open
systems, yet those technologies themselves aren't the gravest
danger to your future. That gravest danger is you yourself..."