How does this play across Dell EMC as a whole?

Dell Technologies is more than just Dell EMC. It's also VMware. We want to be playing in things like software-defined networking, software-defined data center, things like platform-as-a-service that Pivotal provides. The newer area for cloud-native applications which we believe a lot of folks are building for the future, we want to be a leader there. Businesses like VMware's NSX or Cloud Foundry or Virtustream, they're a lot smaller, just a few hundred million dollars rather than billions. But these are things that are growing very, very quickly. So we're investing to be partners in next-generation infrastructure … while trying to consolidate the existing infrastructure market. And there's a good reason why folks like Nutanix and Pure Storage and Nimble Storage, even after they went IPO, saw their stock not going anywhere. I think it's because Wall Street believes that infrastructure market is going to consolidate.