No. of apps shrinks, repressed demand comes to fore
Fabio's comment that, with a successful move to the cloud, "the company's repressed need for compute resources comes to the fore," is a memorable, one that indicates the value of the move and how there is yet another element of demand to be managed. He also said, not cited above, that Enel's number of applications dropped by 40% with the move to the cloud. I think that was because one application could be readily available to many Enel locations from the cloud, but would like to talk to him more about that.