What is the market potential for cloud-focused solution providers?

We have the inside track on the opportunity. We have information others don't have because of so many customers, and our intimacy with Google and Microsoft. So we're spending our money, while sticking to our principle of not leveraging debt.

Only 5 percent of the current IT spend is in the cloud. There's billions just to be cost-shifted and migrated. And that's not taking into account the kinds of things the cloud is enabling people to do that they couldn't do before, like making accessible to everyone the computing power to help sequence genes. We really don't know what the size of that opportunity is. What's curing sickle cell anemia worth to the market? Nobody knows.