That was an interesting point of view, but I still think there will continue to be a market for packaged enterprise software.

It's an ocean liner. You can't turn it rapidly.

The companies that can quickly adapt their business models, product and service offerings, and industry relationships to meet the industry's changing dynamics will be the ones to succeed in the long run. And with all these changes taking place, the companies that stay too close to their comfort zone will most likely get swamped by the innovators.

He paid a visit there; we have 20 analysts there. And our model there is users per household.

That's preposterous. I would challenge any statement that says our numbers are way off the mark. These areas have high variants in terms of what the numbers will look like.

A lot of the person you knew and love may still be there.