big tex companies are splitting up from hp to ebay -- wise that happening in rb going to see more of it? >> there are a lot of different reasons why that is happening. one may be the companies have become too big -- the become unmanageable and you want them to be smaller units. it is easier to manage so been , they willn like hp have one for each and that will be a great strategy for them. i think the same thing is a great strategy for ebay. a lot of other companies will follow that. >> is oracle one of those companies? >> i think that with oracle, that is difficult. number one, the distribution will be the same no matter what. oracle has to innovate at a higher rate. >> salesforce has been a big buyer. how do you continue to buy companies without losing focus or getting bloated? >> acquisitions are hard no matter who you are. after doing 25 acquisitions over the last five years,