He's really one of the smartest technologists I know, both in terms of the understanding of technology and where things are going to be moving. He's also a very charismatic leader, and he'll have the ability to bring in new energy and new outside involvement.
Who controls the future of computing is really what this is all about. All these vendors understand that this is a transitional time for the industry where platforms are evolving, and everybody wants to be the market leader and control things.