When you make it into Politico speculation, I take notice. He's mentioned as one of the three supposed frontrunners.
The former Symantec CEO would be a great pick to drive the nuts and bolts aspects of the job that are seldom talked about (as well as the sexier tech policy leadership elements). So would Julius Genachowski (who also feels like a FCC choice).
The same column also picks up this interesting note from the Governors Conference this week in Philadelphia:
Governors on Tuesday told Obama that they want to pour some of the billions he'd spent on job-creating infrastructure improvements not merely on roads and bridges but on IT improvements like medical technology systems and broadband.