From: Steven Sinofsky ‹ > To: Jeffrey Epstein ‹ > Subject: RE: Date: Wed, 13 Mar 2013 21:41:58 +0000 Importance: Normal Samsung was crazy....a guy came in a shined my shoes while meeting with the do. Met KWON (CEO, but not really since that is JY Lee), JK Lee, four other presidents, and then more exec vps and senior vps than I could count. All very good. They know their challenges. Clearly they need/want me but really no one knows how to make anything real work. They have 11,000 software people in korea (and 10K more worldwide). That is 4X the Windows team--yet they don't actually build the phone software (google does). The level of inefficiency is mind-boggling. They have a no-google plan they announced in spain this month working with intel. It has 100 people. JK gives mixed answers as to whether it is a hedge or real. Lots of money. Hard for a Caucasian to do anything. Impossibly hard to do from US. The actual strategy is hard given their incumbent business. They need google and yet google only sort of needs them, for at least a few years. I suggested whole spectrums of ways to work from consulting to full time roles. It just doesn't seem fun really. The Korea part is hard. the complexities of their existing business mean they really can't do anything other than work "against" google while working with them. In short order the Android world will look like the PC world-- large number of low margin players. And bootstrapping a non-android system is what Microsoft and Blackberry are doing--a fourth doesn't stand a chance. They will come back with ideas and money. They have a big announce tomorrow. It will get a lot of coverage. Expectations are too high so it won't go well. The product is not good enough. Will be talking to Andreessen next week I think. Google really needs me now :-) Sent from Surface RT Check out From: Jeffrey Epstein Sent: March 13, 2013 2:16 PM To: Steven Sinofsky Subject: Fwd: EFTA00652526