Mr. Weller: From a software perspective, we really have three buckets. One would be around security, which we think continues to be an interesting area. The second is around infrastructure. And within infrastructure, I'd say a key theme is virtualization. We have VMware, Citrix and others in that space. The third bucket of software is, I would say, not necessarily traditional software, but we cover companies that sell software to hospitals and to doctors' offices, so that's in the health IT area. Health care, if you talk to a lot of technology companies, is becoming a much more important vertical that tech companies are focusing on.
TWST: Let's start with the big picture: What's going on with corporate IT spending versus a year ago?
Mr. Weller: I think that IT spending trends for 2010 are looking better. I think we get to return to a more normal spending. We think it's important to keep in mind that normal IT spending growth is kind of low to mid-single digit. There will certainly be areas where there's faster growth than that. If you looked at IT spending priority lists, you're going to find virtualization at the top of those lists. You'll find security near the top of that list. You've got to be a little bit careful though in that regard because things like security and source have been at the top of lists for a long period of time. The other thing that I think you'll see happen in 2010 is certainly there will be desktop, server and networking equipment refreshes as well to consider. We think in 2010, you get to a better outlook and visibility is better as well.
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