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>> Overall IT spending, which we believe is at 100 trillion, trillion point 4 opportunity. Now coming down from that we believe that the opportunity for all of data center is around 300-350 billion dollars. Coming down from there, we believe the opportunity for data center equipment is around 89-90 billion dollars. One of the things I did, you know, recently, is to kind of do a bottom's up estimate of the opportunity for private clouds, and you might ask me, "Well, what's that number?" Well, I believe it's around the 20 billion dollar number, in 2012. So, you know, if you have to put kind of a time estimate on private clouds I believe it's around 20 billion dollars. And the pie chart admittedly is busy, but I think one of the things we look at from a Wall Street perspective is where is spending over weighed, where is it under weighed, where is it equal weighed, and then what is the relative propensity in spending. And to give you some examples, I mean I personally believe that, and if you're an equipment vendor or if you're a systems integrator trying to sell anything around cloud services or cloud infrastructures, it's important to note that the decision makers oftentimes look at, if what you have helps them to build a next generation infrastructure, there is willingness to spend. If what you have is just technology evolution, there's less willingness to spend. The other thing I've kind of heard from you know, my conversations with the industry, is that moving ahead with a cost savings value proposition doesn't cut it. I mean, there's more than one leg to the stool, so you have to go with something that, you know is an architectural play versus a pure cost savings play. So where I'm coming from from all this is, I personally believe that spending will be over weighed on server virtualization, that's the more obvious one. And also, believe it or not, on virtualized infrastructure equipment, virtualized switches, virtualized routers, you know, virtualized application delivery platforms. And if you kind of drill it down a little further, virtualized optimization appliance, virtualized application delivery appliances and where I'm coming from here is that admittedly, you could have a private cloud, you could have your certified ... sources in that cloud, and nobody would stop you from invoking a software appliance which helps you to optimize those resources, you know to your end devices. So you'll increasingly see a proliferation of software oriented performance optimization appliances or virtualized appliances, you may call it, inside a diverse cloud. Music
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