M&A activity is picking up, I wonder what else is in the works? Cisco/Dell? HP/Intuit? The funniest one I heard was Oracle buying Adobe, Ellison sticking his thumb in the eyes of both Apple and Microsoft ...
On the McAfee thing, security is one of the main things that keeps our company from committing more work to cloud systems. Now I'm waiting to see if Intel gets into the cloud provider business. It's not so far-fetched, the big semiconductor companies have massive compute-farms to support chip design and manufacturing, and Intel has a lot of experience internally in managing them.
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