Swainson: Since 2007, we haven't done many acquisitions. We've done a few technology tuck-ins, maybe half a dozen or less. We found that valuations got out of control, and frankly we needed to integrate our solutions that we'd organically developed and acquired, to provide a more cohesive story to our customers. So we backed off.

We're now more open to acquisitions. I don't think we've changed what we find our sweet spot to be. If I look back over CA's whole history, the best acquisitions we've done are Wily and Concord and Niku and Netegrity. Those four all were in the size you describe. They were all leaders in their technology space but were kind of boxed in -- in some cases couldn't expand internationally, or they couldn't invest enough in R&D to take their technology to the next level.