We are in the software business. Not to transform ourselves into a software company, but to actually solve customer problems.
We have staked out three areas that we want to be terrific at. First is the software that differentiates our hardware -- orchestration, monitoring, etc.
Second is security. I know from my eBay days that it's an arms race -- the bad guys get better, the good guys get better, etc. And every CIO I have talked to, even medium businesses, is worried about security. Third is Autonomy, and Big Data/analytics. It probably won't go beyond that, at least in the near term. We may make some acquisitions, orchestration and monitoring and other things, but as I told the Street, don’t look for any big acquisitions from HP, at least for the foreseeable future.