Dell EMC is merging at a time when the IT industry is facing falling overall revenue for storage, PCs, servers, networking, and so on. How does falling infrastructure hardware sales impact Dell EMC's digital transformation message?

Even within those macro sectors, take the one I know best -- storage, or even converged infrastructure. There are pockets of incredible growth. As markets consolidate, it definitely is advantageous to be the big player. Because you would say, even in a shrinking market, if you get all of it, you make more money.