We understand it's an inconvenience. But it's much better that we found this out now.

Folks tend to understand that a pipeline is a temporary inconvenience.

The earnings demonstrate how well they're executing, ... That's the key. In this environment you want companies that do well in a really tough, you know, crummy environment because it gives you confidence that when things turn, or when and if they turn, that they're well positioned.

Business near-term will get worse, forcing companies to combine to save money.

Guidance was more cautious

Never say never. I don't think we will know until we know.