"We are actually seeing it play much higher." In an interview at last week's Convergence user conference, Studer said that one of the most important features of any financial system that is going to be considered by the largest companies is that "it has got to be industry-capable." Buyers of that size do not purchase suites, "they buy specific industry capabilities," he continued. "They are willing to go best of breed." Microsoft is following the same path as companies like NetSuite is addressing the fact that no company can write the software for all verticals. Partners are necessary "to go the last mile" in developing such systems, Studer continued. Partners, in this case, are often not typical resellers. He cited LexisNexis as one such partner in furthering developing of AX capabilities for the legal market. Studer said Microsoft is happy to play the enterprise game in a two-tier deployment in cases in which a company might not want "to rip out their general ledger."