What made you take that approach to the cloud?
It's really the capital intensity of any as a service model. You're really going to lead with a lot of capital. When I, at previous companies, built public cloud environments, it proved very difficult to be competitive. ... What's working for us is when a client wants us to architect a solution for them, as we have lots of solution infrastructure architects, the solution for them in a setting that they prefer...A couple of companies we're up against, the very big infrastructure players, "build it and they will come," which is a tough profitability balance. It's not that clever a strategy. It's really one of minimizing risk. I want to be in cloud, but I don't want a lot of capital intensity in the most competitive part of the market.