But now that they are competing, they aim to be #1
In the data center, I did not want to compete against IBM and HP. I tried to partner with both of them. I would have preferred that. But we knew going in - and the decision was made five years ago - once we started down the path with virtualization, that if they would partner we'd prefer to do that, and would have actually given them a large part of our technology. But if not, it was too important strategically to us, because it wasn't a question about moving into new markets. I'm not after servers. I'm after virtualization, where you don't know where your processors are, your information's stored, the application resides. You don't care.