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But it was... what happened was the ...understanding of how to move these things forward, and how to create these new products, somehow evaporated,
他们不懂如何利用新技术，不懂如何创造新产品
and I think a lot of good people stuck around for a while, but there wasn't an opportunity to get together and do this,
优秀的员工被困在公司里，束手无策
because there wasn't any leadership to do that, so what happens with Apple now is that they had fallen behind in many aspects certainly in market share,
因为缺少有眼光的管理者，所以苹果在各个方面都落后了，包括市场份额
and most importantly their differentiation has been eroded by Microsoft,
产品的优势已经被微软赶超
and so what they have now is that they have their installed base, which is not growing, which is shrinking slowly,
现在只剩下一群老用户，而且数量在缓慢递减
but would provide a good revenue stream for several years, but it's a glide slope, it's just gonna go like this.
老用户带来的收益还能再撑几年，但是逐年减少，很糟糕
So it's unfortunate and I don't really think it's reversible at this point of time.
而且我现在看不到挽回的希望
What about Microsoft? I mean that's the jog not now, and it's kind of Ford-LTD going into the future.
你觉得微软怎么样？它的处境有点像福特
It's definitely not Cadillac, it's not BMW it's just … you know … what's going on there, how did these guys do that?
肯定不是凯迪拉克，也不是宝马，他们干得怎么样？
Microsoft's orbit was made possible by a Saturn 5 booster called IBM.
微软起家全靠了IBM
And I know Bill would get upset with me for saying this, but of course it was true.
比尔听我这么说会很生气，但这是事实
