And you said private clouds are the most disrupted by this.
VMware has been the de facto way of dealing with enterprise applications inside of the environment. [With] containers, it's not clear why you need a hypervisor -- it's not clear why you need something like vSphere to manage all of this stuff. You can kind of go back to just building clusters out of bare metal and letting the container orchestrator provision your applications for you. If you're not a service provider and you don't have strict multi-tenancy requirements, then the level of virtualization that containers give you may be just good enough. I mean, it gives you resource isolation – isolation of the CPU, and storage, and network. And for, I think, 80 percent of companies, I think that's probably good enough.
