He paid a visit there; we have 20 analysts there. And our model there is users per household.
That was an interesting point of view, but I still think there will continue to be a market for packaged enterprise software.
It's an ocean liner. You can't turn it rapidly.
The companies that can quickly adapt their business models, product and service offerings, and industry relationships to meet the industry's changing dynamics will be the ones to succeed in the long run. And with all these changes taking place, the companies that stay too close to their comfort zone will most likely get swamped by the innovators.
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