You know, it was refreshing to hear someone speak seemingly extemporaneously after a barrage of over-rehearsed tone inflections and hand gestures. The guy with the recent speech impediment was speaking the most naturally.
However, it got disingenuous when he was complaining about negativity in the industry only to resort to the "we're the good guys; they're the bad guys" BS regarding Microsoft and Oracle. Even if he truly feels that way, which he shouldn't, he should've added a little disclaimer. Something along the lines of "these companies feel the need to act in this counterproductive, hyper-competitive manner because of..." would have helped to avoid feeding that very negativity he complained about. Instead, he fed right into the partisan bickering that tech blogs and financial analysts love.