So, before we get to Q and A, I’d like to give you a few words of closing advice. The window, the opportunity window is now open for software. It doesn't open very often. Opportunity windows are always there. You can find the opportunities if you hunt around. But it's a little like hunting for truffles. I'm happy to say that that's our job as venture capitalists. It's truffle hunting and I like to remind people, in Italy it's greyhounds that hunt for truffles. It's only pigs in France. But right now, it's a wide opportunity window and it will not be open for long. Second is, you need to meet engineers. One thing in common is, it is the era of engineer starting companies again. These are massive inventions. The guys at Voltage have eleven patents pending. It is a revolutionary mathematical breakthrough which eliminates certificates, which effectively obliterates the PKI security infrastructure. By eliminating certificates, the guys have a huge patent portfolio which would change disaster recovery. So it is a time for looking forward and finding out how you can actually engineer software better. And there are only a few times that this happened. It happened in the early 80's with the launch of the PC industry when there was stability in the operating systems. It happened again when people said "Oh gee, how about client server computing". It happened in a huge burst, of course, with Netscape and the start of the Internet and Mosaic. It was too huge of a burst. And a lot of that stuff is not done. There are a lot big customers calling us every day asking us for pieces of software that do not exist. The intellectual capital in your company and the coaching your company gets is more important that money. There is plenty of money out there. Five billion a quarter. When I started myself a company there was zero billion a quarter for software companies. We had to fund our companies the hard way. Through sweat equity. But right now, it really is the quality of intellectua...
So, before we get to Q and A, I’d like to give you a few words of closing advice. The window, the o...
