Karen: Talk with us about growth areas for the company
Brian: Geographically, there's a focus on growth countries and we're trying to invest ahead of the game. These key areas for us grew at 12% last year. The U.S. now represents less than 50% of the revenue for the company. In EMEA, despite the tough market, we saw 8% growth in Q4, led by Germany.
Karen: Share some thoughts about investments in our end to end capabilities
We start with the strategy and we look for what types of capabilities we want to have. Our industry is constantly changing and being unencumbered by legacy approach, we have the ability to look for the technologies that will win and invest there. Our acquisitions have mapped nicely back to that strategy. Look at the data center, it is becoming more and more compute focused. The line between servers and storage is disappearing. The converged architecture gives us new ways to use the date. We have an incentive to do what our competitors don't want to do. We have the capital, brand, trust to provide IT solutions to the market that are needed.