joining us from new york, anurag rana. thank you for joining us.are seeing a revenue finally spike after many years of decline, but shares are trading down. what's going on here? >> i think it has to do with the margins. i think investors may be looking at some improvement over there. as far as the revenue increase is concerned, this was pretty much baked in. we knew the fourth quarter numbers are going to be strong because of the refresh cycle. the question is whether they can sustain this momentum throughout next year and we learned that on the conference call, which is starting soon. selina: ibm has placed its bets into newer lines of businesses like cloud computing. have they proved this is paying off yet? a very good sign, but as i've said it in the past, the legacy business is still a large portion of ibm's business and is driving down growth rate. they really have to do an acquisition or two to activate the momentum even more. improved techeing spending from global enterprises, which should help emerging technology portfolio in 2018. selina: