How does this all play into CAPEX and OPEX?

Certainly the OPEX conversation is very important. Clients are discovering that they might not need as much hardware or infrastructure in their own data center anymore or in their own network … as they move from data centers to centers of data. … The dependency on some of those carriers becomes less and I think they're looking for new ways to monetize or consume the services that they need, [such as] leveraging the cloud construct.