If you don't own the stock and you want to buy some, you should buy if you don't think there's going to be a break up. I would hold off if you do think there's going to be a break up. But that's the real issue, and we don't know yet whether, you know, there's going to be one or not.

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I think they're absolutely terrific companies. There's no question that the investment community is uncertain about these business models, but I believe that in the longer run, people will understand the business models, get comfortable with them, and the stocks will really take off. It's a very exciting area.

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