Intel wants to expand the reach of x86systems in enterprise markets where Sun is a big player, including financial services and telecommunications. It sounds as if it's trying to take some of your UltraSparc market. They're always going to want to do that. But the reality of it is, if Intel is going to take my UltraSparc market, I'd rather it be in the product I sell as opposed to somebody else's.

Do you see the development of Intel-based servers that can compete with your high-end UltraSparc systems as a result of this agreement? There's nothing presently planned here that's at that same scale. Obviously, in the lower parts of the [server] range, they've always been competitive with UltraSparc, and that doesn't seem to matter. Sparc [hardware] still does quite well.