On the Big 3 cloud providers: Amazon, Microsoft and Google:

I would say all these companies get described in the same bundle, but all really do different things.

At the infrastructure layer, basically compute and storage, you would have somebody like Amazon. If you went to the application layer, which would be called SaaS, you would have companies like ourselves, you'd have Salesforce, you'd have others.

There's a second tier called Platform-as-a-Service. Platform's basically everything that's not an application and not compute or storage. We and Microsoft would be probably the two most complete platforms. Microsoft would have Windows, .NET, SQL Server. We have Linux, Java, the Oracle database. Those would be the two probably most dominant.

Then if you went to the infrastructure layer, you've got Amazon, Google to a degree -- although not quite as scaled at the enterprise layer -- you have people like ourselves and Microsoft, but we're coming in with more of a complete stack: applications, platform and infrastructure.