quite specific areas of software that is a little different than erp systems like oracle or sap or salesforceily: what about the cloud? what is the hp strategy for the public cloud? are you going to be a cloud or sell to the cloud? do you plan to take on amazon and google? emily: our public cloud is not designed to compete with azure or google. what we see most enterprises wanting to do is not to put everything in a public cloud. so if you want only convenience you might go to a public cloud but if you want security, you want to be in a private cloud. our strategy is hybrid cloud. your cloud, the way that is right for your company and your industry. emily: a lot of deals happening, intel. do you see a segment that could be transformed? meg: i think you're are seeing an increase in m&a activity is the industry is changing. every 10 or 15 years in technology i see tech tonic plate shifts. web 1.0 to now. the industry rearranges itself. we are back in the mma game. we will augment our innovation internally, what we call organic innovation was and that i but we want to be smart. emily: you mentio