To the extent that we saw weakness, it was specifically on the very high-end of our systems portfolio. And that is not necessarily purchased directly or indirectly, that''s more a class of applications and a class of customer.
Louis Miscioscia (Cowen & Company): Can you go into a little bit more detail about your x86 strategy?
Jonathan Schwartz: We are not really focused on being an undifferentiated box vendor. So the systems we build, for example, are blade platforms, deliver higher scale, higher power efficiency, greater manageability and, we''re seeing, for example, very large opportunities opening up in high performance computing, where folks care about the engineering and the management of the overall system, not just the box itself.
And you can see again our blade platforms are growing pretty aggressively and our open storage, which are also today built off of x64 platforms are also growing. Our strategy overall is to be an integrated systems vendor.
It''s to deliver the necessary components that provide data center operators with the economics and the productivity they want out of the core assets that go into data centers from storage to systems to networking. We do not see that market getting smaller as time goes forward.
The blades architecture for Sun is, in some sense, a good indicator of where the overall market is heading. Those are systems from Sun that incorporate Intel blades, AMD blades and Niagara blades or spark blades in a whole diversity of configurations and breadth along with storage, along with network running a whole diversity of operating systems.
When we talk to customers, that''s what they want. They want the ability to make choices and to reconfigure those choices as time moves forward given the growth we''ve seen in blade, we''d like to believe we have the most flexible and the most innovative platforms out there.
Tony Sacconaghi (Sanford Bernstein): Given the alternatives and actions that you are evaluating, can you comment on whether sales of businesses or technologies is a potential set of actions that you''re evaluating at this point?
Jonathan Schwartz: We are a little more focused right now on growing the customer base we have with the portfolio we''ve got and acquiring assets to expand that presence.
Mark Moskowitz (JPMorgan): Can you talk a little more about the increasing interest outside of your install base in Solaris?
Jonathan Schwartz: In general, what you''ll find in any systems business is that the low end systems tend to be lighter on service attached than the higher end systems.
Again, when you are running a 911 network, for example you don''t do that without a service contract, because you want to make sure that in the event there''s any problem, you can get a one hour response time and not a three day response time.
In terms of where we are seeing Solaris being adopted, we have had a strategy that we have articulated for a couple of years now of making sure we bring Solaris kind of out of the glass house and cast it across the world and make sure that we''re discovering new customers and identifying new opportunities.
We continue to run those 911 networks in big hospitals and run carrier fleets and run large financial institutions, especially those that remain. And all of that said, we continue to invest in smaller companies and in start-ups and where you have seen that most recently is a fair amount of new interest in ZFS specifically.
The other place that''s obviously getting newly interested in Solaris is the user base that has traditionally been using MySQL. And so MySQL has been more traditionally an online application.
And then kind of social media companies, which are really a booming market right now and we''re just being introduced to those shops in ways we haven''t before had access to in part.
Because MySQL gives Sun the affinity that’s about 11 million users of MySQL in the world and not very many of them know about Sun''s platform offerings. And I assure you that is going to change in the next 60 to 90 days. In fact I think we have got a launch event on November 10th. I would encourage you all to attend in which we''ll detail our MySQL optimized systems offerings that will be a lot clearer.
Operating systems are the boundary systems that connect everything together. They are how your application ultimately meet your infrastructure and that''s why we''re obviously pretty excited with the growth that you can see on slide seven.
The more traditional businesses are frankly reflective of designs that were chosen a few years ago. And they''re going to be less sensitive to the new adoption that we''re finding in the marketplace, but we''re aggressively pursuing new adoption.
When people are open to change, they''re going to be looking at everything from operating systems and databases to application, infrastructure and storage. We''re going to be going after all of those opportunities today. We were probably on our back foot after the pop of the internet bubble, you are going to find us on our front foot with the current economic reality.
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