They're almost obliged to disclose something about linearity, and to the extent that it's a point or two below, they basically have to say that.

I was born below par to th' extent of two whiskies.

There's no smoking gun, no deliberate malfeasance. That's going to be a benefit to the stock from the veil being lifted, but it's a one-time thing.

They're aligning themselves with a very good name in the Internet space; the deal gives them a funnel for a pretty broad spectrum of products and services, even beyond their initial investment; and they're putting their toe in the waters of revenue sharing for Internet services. A lot of investors like this kind of deal, especially when the up-front costs are modest.

A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.

The game was over, it was going to be a commodity product. And here, even in sort of this extremely price-competitive environment, they managed to improve their gross margin.