 Okay, HP just finished a morning session, heard from Jonathan Renday, who chimed in behind me. He was the guy behind me. You can see him over my shoulder right there talking to him. He's the general manager. He's the guy in charge. A whole deal. Came from Mercury. They're seeing, you know, I'm interested in this whole software because, you know, it's well-documented that Leo Apatek, the CEO of HP, came from SAP and he's a software guy. I've always been interested in how HP could be a software vendor and HP's never really been good at software. They've been a hardware company from day one, Bill and Dave in the garage making oscilloscopes all the way up to printers and then now see with mini computers, printers, and then computer products. Been dominant on the hardware side. Dave Donatelli's actually crushing it on the conversion networking side, crushing Cisco's ass and servers, making huge gains in the switch and routing side with 3Com. HP's doing great on storage with the three-part acquisition. You're seeing a complete unification across the storage layer. So HP is pumping on all cylinders on the hardware side, gaining market share across the board in Cisco's core market, at least on switches and routers and Cisco has failed to gain share on servers. So we heard from IDC Michelle Bailey on that. Now we swing back to the software side of the house, get Vertica hanging out there, not like an Indian reservation out there because no one really knows what to do with Vertica and Prith Banerjee, why interview if you go to silkenangle.tv, you'll see the interview with Prith. Now he and I talk privately about Vertica. Vertica has confirmed to me that they're working with HP Labs, figuring out how to really take the Vertica jewels and spread it across HP's entire business units. And so the strategy might be that Vertica is integrated across all of business units rather than being its own business unit. And Shane Robertson at HP, who I've never met and interviewed, hope to get him on the Cube, is managing that project. So my guess is, and I'm speculating here, is that Leo Apatek is watching the Vertica deal very closely. He's the one who picked them out of the market, went to Massachusetts, scored them, obviously Vertica is non-standard, big data, they have Hadoop connectors, but Mike Stonebreaker out of MIT, built that from scratch, Vertica's got a compelling offering. My guess is that they're trying to figure out what to do with it. Obviously the software guys, it's not that easy to attribute, it's non-trivial to integrate Vertica into the software unit. But Mercury is going to be interesting to roll out this development environment. We didn't talk about spring source and VMware, for instance, VMware made an acquisition with spring source. Developer frameworks are key, they're important for the software side of the business and software is the differentiation as we've been reporting. kibon.org, Dave Vellante is heading up the research on this in our team and we've been talking in a queue about software being the differentiation component of that.