What's changed from when you began this job a year ago? Our vision on information on demand is resonating. The strategy is working and [is being] validated by customers. [Also], virtualization is real this year. We're adding four to five customers a day on our storage virtualization offering, [SAN Volume Controller]. Five years ago, we thought people would sell virtualization. What's turned out is you sell the benefits of virtualization. It's a subtle difference, but from a business model [point of view], it's a big difference.

How many SAN Volume Controller customers are there today? We have about 1,600 customers.

How is the virtualization technology being used? Almost every customer uses it for [data] migration and uses it for utilization improvements. Interestingly, a high percentage of customers don't even know how much storage they have in their enterprise. Let's just start there. So a lot of this is geared around getting control of their infrastructure and then utilizing it.

This year has been the year of validation. NetApp renamed everything "V-Series." EMC came out and said, "We were just kidding, virtualization is important, and we're going to try to get this Invista thing out the door." So it's been validated by our competitors.

Are midrange systems cannibalizing your high-end systems sales? I don't see cannibalization. I see demand for both areas. Another way to think about that is, could robust, clustered midrange systems be a movement in the future? Very possibly. But there will be requirements for large mainframe systems and requirements for midrange systems.