Every single company that wants to survive will have to have a presence in the United States, in Europe and in Asia. It's a musical chairs game. If you don't buy a company right now, you may be left without a partner down the road.

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We're seeing more and more very shocking price increases, and that is somewhat of a disturbing trend. Time will tell how right analysts are.

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It is definitely trial and error. I guess we went through the same process when the cable industry first appeared, and later on with the wireless industry, but you see the Internet has really matured a lot over the last two years and I guess the trial and error, or the art portion, of the analysis is really declining -- though there's still a margin for error.

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