So, can NetApp survive as an independent company?
To me, a different interesting question is, could NetApp maintain the value it has if someone big bought us? In other words, the thing we're becoming, could that survive an acquisition?
You asked the opposite question: Could we survive being independent?
I think we have a very viable independent business. I think the way the world is evolving, data is so important, and focusing like Cisco did for so many year on networking, having a real, clear focus can be very useful to your customer base and to your relationship with partners. We have to prove it. But I don't see any inherent reason in the market why we can't. I think our competitors got bought up for different reasons. The teeny ones because the big old guys wanted to stay in the game and they weren't successful innovating. Dell EMC is more complicated.