Why are computing tools so much of a bigger opportunity?

There's a pretty rapid increase in commoditization of most hardware, other than networking. I think where the most significant value has the potential to be created is actually in overall IT operations. Because even though hardware is being commoditized, you still have a massive sprawl as the IT or enterprise buyer. You need to manage application SLAs, more agile frameworks around software development, through DevOps cycles. The value prop for IT is enabling the heterogeneity that naturally exists in your environment, and do that with IT operations tools. I think the tools markets are particularly moving from eyes on glass to having tools starting to automate relatively simple decisions. The software says this alert happened, and this was based on the rules you told me to establish, so that SLAs are achieved. The IT tools start to evolve into IT automation. I think that's one of the most interesting opportunities in the enterprise IT space -- driving the automation of IT decisioning.