The global presence of SAP... The best-of-breed strategy starts to fall apart when you're dealing with global companies. SAP was willing to modify their product to allow us to bring it up in many different countries all over the world.

Of course, the EU is not going to fall apart, but at best it will stagnate for the foreseeable future and we will be dealing with quite a lot of internal chaos.

They have the best of breed kinds of companies in two really good industries. They have a natural gas pipeline company. In addition, a fiber optic network which will be 33,000 miles. Each have the wind at their back and we think the combined businesses conservatively are worth 60. Right now the stock trades for around 45. The company just announced a way to unlock that value with a spin-off of their Williams Communications Group. So we think it's just a matter of time before that stock reaches 60.

I like to be surprised. The best writing is when it defies me, when it starts going a different way than I had planned.

Seek the best in everyone that you meet. Seek the worst when dealing with yourself.

I never fall apart because I never fall together.