Kline: Absolutely. If you look at the difference between Fitbit, which is entirely driven by device sales, it's some 90% of their revenue, and then you compare it to Microsoft ( MSFT 0.09% ), where if Xbox went away tomorrow it would be two lines in a press conference in terms of its relevance to its overall health as a company. You don't want to get carried away by the sales trends. Xbox and Fitbit, these are forward facing products. They're a lot sexier than cloud computing services.