Macquarie is firmly in the bull camp, in fact possibly at the front of the herd in terms of our positive take on Hong Kong,

The veil is off. India is now firmly in the US camp.

I'm firmly in the full-disclosure camp.

[This consumer is not out in front, far from it. This consumer is] part of the herd. They're word-of-mouth creatures, ... They're asking their friends and colleagues, 'Are you using the camera on your cellphone yet? Me, neither.' But if they ask around and people say, 'Yeah, I use it all the time,' then they'll rethink and try it out.

The simple fact was that if the song wasn't about me, I couldn't see how it could possibly be about anybody else, including the one I knew it was supposed to be about, and good luck to him, too.

Although it's too early to know precisely, the fact it is contained -- it was in the herd in which it was born -- is going to greatly facilitate the investigation.