Forecast helped by surge in spending on internet infrastructure and purchases of computer gaming gear

Server sales dropped 20 percent, and storage hardware declined 18 percent in fiscal Q2.

"Our job is to prudently manage our business so that we’re in a strong position on the other side of this situation.”

It’s in data centers that a considerable chunk of the new infrastructure development will take place.

The two companies had a similar start, but one skyrocketed, while the other plateaued. Silicon Valley trumped London in a next-generation takeover.

The acquisition reflects a broader shift in cybersecurity, driven by containerization.