lt cap,

I'm just wondering, with all the players who are in the cloud space arena, whether margins will be thin, given the competition and the degree to which cloud space is a commodity; or whether the growth and ever-increasing demand for storage space means that there's enough 'pie' for everyone,, it's just a question of how big a slice a given player may garner. (And of course, I hope they're all using INTC's CPUs - altho hardware players like NVDA and AMD etc. aren't going to take anything INTC does lying down.)

On Broadsoft, I thought the announcement today of CSCO's buying them was a done deal. Are you saying that if someone else comes in with a higher bid, that the company is still in play? Read a brief story that acknowledged that it was a good acquisition for CSCO, but question whether they overpaid making it a value-questionable proposition. From CSCO's price movement, the street obviously thinks it is, but the street is often a dotard on valuation.