Who are your top competitors? When you talk about who can compete with Sybase on wireless and data expertise, IBM can. It can do the data management. On the mobile side, they are a little late to it, but they have some of the products. They don't have our recognized leadership, but they have the services arm to bring it together. Oracle [has] not focused on mobility. Microsoft comes at it primarily from an OS or application perspective. They're there and they're loud, but usually it's with a partner. [Research In Motion Ltd.] has strong brand recognition, which they hope to leverage beyond e-mail. But does RIM to have expertise in back-end enterprise data management? I don't think so.

Do most CIOs view mobility as something more than providing BlackBerry devices to the sales force? There is some of that. But now we're seeing pretty broad-based extensions of all back-end apps. That's a real change over 2004 and late 2003, when it was primarily mobile e-mail.

Take Nielsen Media Research, which is a longtime data customer of ours. They have a database on TV media viewing habits that gets sent out to advertisers. They used to send out that info once a month on CD-ROM. We helped them so today, any customer can access the data with a desktop, laptop, PDA or smart phone and make much faster buying decisions.

We helped McDonald's enable its managers to go to a store and check that it is in compliance with normal franchise standards ... they can look at the inventory, look at the overall health of that site and catalog all of that information -- and get it back to corporate fast.

Hyundai retail stores in Korea extended their point-of-sale systems onto wireless devices. They don't have any checkout counters anymore -- they have someone who comes up when you're ready, swipes your cart, and checks you out -- while trying to upsell you based on your purchases and information on your shopping habits.