Is there a certain philosophy that you're bringing about what the future of the data center will look like?

You've got to keep an open mind. Of course we as a company have a point of view -- we believe that some workloads are going to run in pure public cloud, but we think that most enterprises are going to have a hybrid cloud environment. As investors, trying to follow technology trends that we think are going to be relevant to the company, we have pretty broad purview to invest across a wide range of activities. So we try to be driven by the external trends, not by our internal point of view.