anurag: i don't think so. to tom's comment, enterprise software spending has little exposure to china. when you have macro sharks, people pullback spending. you really don't need to upgrade if you don't have to because you can go around another six months before getting that new server or upgrading to the new set of software. that is where we have already started to see some kind of cracks in the software growth story with some of the companies such as them talking about weaknesses in europe right now, that is leading to software. taylor: we know that all the glitz and glam is in software. get us back to basics. how is the hardware business doing? anurag: hardware business has been weak. that has been the story for a while. people have been delaying their hardware upgrade cycles, just largely because whatever little money they have, they want to spend it on the next transformation. which means you want to spend it on either advanced security products or you want to spend it on cloud products. people take money

anurag: i don't think so. as to tom's comment, enterprise software spending little exposure to china. when you have macro sharks, people pullback spending. you really don't need to upgrade if you don't have to because you can go around another six months before getting that new server or upgrading to the new set of software. that is where we have already started to see some kind of cracks in the software growth story with some of the companies talking about weaknesses in europe right now, that is leading to software. taylor: we know that all the glitz and glam is in software. get us back to basics care and how is the hardware business doing? anurag: hardware business has been weak. that has been the story for a while. people have been delaying their hardware upgrade cycles, just largely because whatever little money they have, they want to spend it on the next digital transformation. which means you want to spend it on advanced security products or you want to spend it on cloud products. people take money from

taylor: that was anurag rana and tom giles.o talk to others who wait in after the announcement. >> my reaction first is for a speedy recovery for mark. he is in my thoughts and prayers. if you really think about the team, the three work more effectively than anybody envisioned a three some woodwork. but larry and safran worked together 25 years. i know all three very well. safra is world-class off the charge. larry has always been involved in the vision and engineering side. i think they will navigate through this. i don't think they will have major issues. they have got a deep company, a lot of capabilities, and larry and safra are world-class leaders that are very actively involved. our thoughts are with mark for a speedy recovery. taylor: talk to me about your relationship with mark hurd at cisco and oracle. how was that relationship? john: relationships with oracle and hp have always been strong for me. i have a lot of confidence in hp. they helped me when i moved to silicon valley to understand the valley when i only had 4