There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.

Let's not ignore the fundamental course of business.

People will move into software next year. It's a question of when, not if.

For a company with great profitability and a near monopoly, it would certainly not be unheard of to pay two to three times the growth rate. So paying 25 times earnings for one of the strongest technology companies with an awesome franchise is fair.

There is a definite sense of urgency on everybody's part that has not existed before.

We just need to let our horse run his race and not worry about what anybody else is doing. At some point, you have to believe Lawyer Ron is not going to run out of the bridle.