 I'm Dave Vellante of wikibon.org, John, day two. We saw Jim Hageman-Snabe talking this morning in his keynote. I thought he was very confident. I thought his message resonated with the crowd. I think even a little bit more so than McDermott yesterday. What do you think? Dave, so I'm actually going to take off in about five minutes to actually do one on ones with Bill McDermott and Jim Snabe. So I'll get to low down even further. But the keynotes were impressive. Yesterday was the theatrical performance of Bill McDermott. Showman, they were joking about his hair. He's a salesman. He's got operational skills. Snabe is the brain trust on the product side. And basically, you heard a couple of different things from him. Last year, when he was here inside the cube, when he sat down with us, he talked about the innovation strategy. He used those same words, again, this year, innovation strategy, in particular a lot, must have said innovation strategy, at least a dozen times that I counted. And clearly enabling customers to be more productive. He talked about sustainability of the future. He talked about connecting the virtual world with the physical world. And that's been the high level theme of SAP. But really, he highlighted four categories that he outlined for SAP's leadership and the product and execution. And that is applications. They're an application company, pretty obvious. That's number one. Number two, analytics, real time, speed of business, those kinds of insights, predictive analytics. Two is analytics. Three, mobile devices. He said mobile will be everywhere in five years, and that is absolutely the case. So mobile, so apps, analytics, mobile devices. Four, databases and technology. Side-based acquisition was the beginning of a massive sea change for SAP. Now with HANA, it's everything HANA, HANA, HANA. And that's going to be the core thing. So the database performance, and that's the core message. And finally, fifth category of innovation for SAP is around the cloud. So all that's wrapped around the cloud. He even joked, be a rainmaker in your organization. Don't start a rain dance when you see a cloud coming. Don't just do any cloud. So intelligent business was the theme. I mean, what we're hearing from SAP is be an intelligent business organization. Create value, value creation. That's the message. And they're obviously investing. And I think sales are being cannibalized a bit now that they're transitioning from on-premise to cloud. Again, another key theme that we've been hearing from SAP. I mean, if you go back three years, you talked to anyone at SAP. And everything was on-premise, on-premise, on-premise. Now it's all cloud, cloud, mobile. So that obviously will have an impact to their sales. And I think you're seeing them really invest there. So Shinabe made a promise to the customers that, within the audience, he said that all solutions will be mobile, cloud, and in-memory enabled, 100%. So I think, John, I know you're running to talk to those guys. What was you asked them? Here's the question I would ask them, because Lars Delgard gave a great talk. He's from SuccessFactors, very motivating, very visionary. He built that company from scratch over the last 10 years. Now, SuccessFactors is SAP's cloud strategy. Now, what they're doing is they made the promise that they are moving their core HR, their core apps into the cloud. Now, that is a non-trivial exercise. And I want to know, it reminds me, John, of Oracle's Fusion Apps effort. I mean, a huge development effort that took six years. Are we going to have to wait that long for that type of integration? It's a non-trivial integration. Why will they succeed at that? How long, so how long is it going to take? And when will we actually see true applications, core applications, in the cloud? I mean, the corollary question there is, aren't SuccessFactors built applications from the ground up specifically for the cloud? SAP was built for on-premise. So what's the strategy there? Is it to somehow evolve the core apps into the cloud? Or is it to build them from scratch? That's really what I'd like to know. And how long is that going to take? That, to me, is the key fundamental question of SAP's cloud strategy. Clean sheet of paper for migration. Yeah, that was SuccessFactors' advantage, was they had that clean sheet of paper. And so what you're seeing now is, Lahar has basically talked about this. They're bringing all their core applications to the cloud. Really, that's the key issue is, how long is that going to take? What are we going to see? What's the complexity there? And.