Hornik on D2
Fascinating account of the All Things Digital conference hosted by Walt Mossberg and Kara Swisher. David Horniki of Venture Blog gives his rundown here. The bullet points, followed by some choice quotes:
- Gates hates Google
- Jobs hates HP, Dell, Gateway
- Fiorina hates Dell (and pities Sun)
- Rollins hates HP (and R&D)
- Ellison hates Gates
When asked why it was so hard for the music guys to make good technology decisions, he [Jobs] said that they were getting bad advice. Why? Because, according to Jobs, just as no top tier A&R professional would go work at a technology company, only a “3rd rate” technologist would go work at a label.
…
Since Rollins seemed in a feisty mood, Mossberg decided to get his quick take on a few of his other competitors. Here’s what he had to say in a nutshell: IBM: a software and services company, no longer a legitimate hardware company; Sony: losing edge by focusing on proprietary rather than standards based designs; Gateway: no longer a real competitor; Apple: great but nichey.

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