[rogerkirkness]

Ariba is definitely a funny one. Our sense is that some of these trade networks are immortal. That said, the experience has to get better, and if it does, more trade happens, so it's by no means zero sum. The other thought I have is that we're quite sure being tied to a particular "island" is not optimal, it's better to be independent and let the "islands" build the functionality buyers and sellers want in their business. We want to stay a bridge, and stay agnostic.