between cisco and oracle, oracle has been extra aggressive about things like acquisition -- remember peoplesofttems -- it's been key and brought them a different outcome than ciscos, other names that tended to get distracted, or have acquisitions that weren't transformulative enough. >> for the past couple of years, it's been focused abroad. chambers has focused on the tax structure. when you look at orders in the u.s., they're up 7%, and in the emerging markets, down 7%. i'm wondering if you think this strategy is panning out or if you think they'll have to rethink that? >> they're doing some investing and hiring overseas. i was talking to rob lloyd, the head of operations a couple of weeks ago, talking about the amount of investment they're doing there versus here. what they're able to do there, investment-wise, hiring-wise, has benefit for stuff they're selling in the u.s. it's not that when they make investment overseas that's just meant to power growth overseas. it's meant for product, they end up selling here. and here is where the money is being made. >> lance, your take on this, they ha