Vast majority of these companies are not pure Net companies. I think people are being more careful. What Lou said at eBusiness expo is you'll see more a shifting in investment, because in the end a lot of what e-business is about is cutting costs. Be more efficient. Better customer service and supply chain management.
People have to do that anyway.
For us it's not an issue. We look at it the same way we look at the Internet. It's an enabler to help us sell more hardware, software, and services. We did a deal with Telia.net in Denmark, which runs major telco services. It was on a mainframe.