So in this case, he's got a very interesting situation on his hands. He's got a very large software company where the core franchise, the database business, is a very good business. But he's got big competitors: Microsoft and IBM and now open source. There are some very interesting questions around the future of that business. And he's got a big consulting business, which is fine, but big consulting businesses are hard to differentiate because they all do basically the same thing. And then he's got this applications business that he hasn't really been able to get traction in.Have you seen the Next Big Thing?Nope. Almost by definition, I won't. When it first emerges, it's likely to look deeply fringe. The people who are involved in the next big cosmic thing probably can't even get a job at Opsware because they're too fringe to work at an established software company.