I would say the consumer Internet companies - in a lot of ways, if you go inside the consumer Internet companies and you see how they run, it's how all their businesses are going to run.

The advantage of the consumer businesses is they tend to be much broader-based, much larger number of customers, that tend to over time be a lot more predictable. The advantage of the enterprise companies is they are not as subject to consumer trend, fad, behavior.

The reality is the world is a really, really big place, and there's a lot of people running around with a lot on their mind. And you really have to figure out how to build a company that can put on a message that can actually reach people and have an impact globally.

Whatever you're selling, storage or networking or security, you're going head to head with the incumbent players.

If we're building high quality companies, if the customers like the products, if the technology innovation is real, then the substance is going to win out in the end.

When you're dealing with machines or anything that you build, it either works or it doesn't, no matter how good of a salesman you are.