It is interesting the level of poker these tech firms are starting to play with each other. We don't see these announcements playing out the way they would hav

It is interesting the level of poker these tech firms are starting to play with each other. We don't see these announcements playing out the way they would have in the gogo 90's, but the magnitude of these deals are equal or bigger, and have more meaning in the long term than what we saw in the last tech boom.