So how does that affect your message to your customers and partners?

The good thing about being a big company is we have a message that says, "Look, you've got an existing infrastructure that we'll help you modernize with all-flash, hyper-converged, and software-defined." While at the same time, we can also help you really understand what you're going to need to transform your business because, to me at least, the big issue companies have is that their businesses are changing. …

We can't all be on the, "Hey, let's build the next cool thing cloud native, or the next thing we do is software-defined or scale-out," because the big customers that we talk to are, "Yeah, that’s one problem that we have, but the other one is running my SAP environment more efficiently. What can you do to help me there?"