 This is day three for us, this is the second year we've done the Dell storage form and we've been witnessing the transformation of Dell from essentially a box maker into a company that owns its own intellectual property. It has put a major emphasis on storage and data center and including servers and storage and networking. We've heard from all three of those groups today or this week and we'll hear more from customers and other experts today. Some news stew on Dell. Dell announced this morning that in a conference call that Michael Dell had with analysts, Wall Street analysts, that the company's going to pay a dividend and stocks actually up pre-market on that news. We've got the open now so I don't know what the current price is but it was up earlier this morning and so Michael Dell told the analysts that they're going to, increasing, the first thing he said is we're going to cut $2 billion of costs over the next three years and we're going to focus increasingly, he said, on the data center with a particular emphasis on gear, hardware, storage, networking and servers and a secondary focus on software and services. As I say they also announced a dividend of 32 cents a share and the closing price yesterday was just under 12 bucks. Yeah Dave, it's interesting. At breakfast this morning I was talking to a Dell customer and a Dell partner and they were disappointed with Wall Street. They said Dell's really kind of turned themselves around. They're more profitable. They're growing and we were talking about the dividend and said when are they going to get a little bump on that. If they've got good growth potential, as you've pointed out, all these products that they're adding in the data center have better margins than they had in the PC and server era. Yeah, so the stock's up almost 4% today on that news. Dell's obviously an interesting company. A lot of Wall Street, I think, Wall Street analysts don't understand the company. Frankly, they see Dell as a box seller with a name on the box and while that is true for much of the company's business, I'd say a couple of things. One is Dell always differentiated with the supply chain and its distribution channel. It's an ability to have a customer experience that differentiated from the competition. Now, of course, I understand why the street is paying less attention to that in the post-PC era, but Dell is transforming into a company that owns a lot of its own IP. Stu, the company's a $60 billion company and its valuation is around, just hovers over $20 billion and it's got $14 billion of cash in the bank. So, in theory, Dell could buy back the remaining shares outstanding and essentially own the entire company. I think a lot of upside from that standpoint, the stock, if they do aggressive buybacks, the stock could go up, I mean, I'd say $14 billion in cash. If it net out the cash, they're talking about $6 billion in value for a $60 billion company. Personally, I think that's undervalued to the extent that Dell can continue its transformation.