to the cloud. godzilla,ns when the the goliath that is sap, the world's biggest business management software company, what happens when it catches up on the innovative front, transferring its expertise onto the cloud? >> i think it's an interesting question. catching up is a difficult thing to do. they have the legacy of past technologies. they are attempting to stitch together this crazy quilt of multiple acquisitions they have made. i think they will be challenged to deliver a unified customer experience, deliver the ease-of-use that workday is able to deliver. >> when you look at what is happening in the cloud and how businesses are using services in the cloud, do you see things becoming more specialized, or are things coalescing more? your business is in hr. there are finance specialists. there are different businesses that seem to serve different parts of the enterprise. are they all coalescing, coming