It's the smallest of the majors, and they have an automotive-market niche, and some people think that's extremely attractive.

You don't know if this will be the shareholders' choice, or a political choice. For the steel industry, this is Microsoft buying Apple.

It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and first-quarter guidance looks good.

You've got to think of the value of the iron ore business.

Strategically, both are good fits.

I don't think it's a deal killer.