It's not a company, it's not a product, it is a feature set that needs to be included in data protection. We don't see it so much as cannibalizing, but rather it will be complementary. Tape is not going away. This is just another offering providing complementary functionality.
Continuous protection should be a feature of any viable data-protection solution. A number of these startups out there either, frankly, will go away or be acquired, because that kind of functionality will be coming to a larger data-protection solution.