If you partner with HP you have the ability to help customers build out their private cloud -- there is the hardware, the software and then the services piece of that. Each one of those has an associated margin. And then you have the ability to either build or resell in a managed or public cloud context.
You don't have to establish a different set of relationships. And you are able to have the conversation with the customer about what they really need, which is a hybrid cloud as opposed to 15 different conversations or play in only one portion of what the customer needs and wants.