We think a good quality company with a long track record, like Compaq is going to find the right CEO and they're going to turn this boat around and it's going to be a lot higher than it is today. ... I think they've swept most of the bad news under the rug right now and we're looking at Compaq as really going forward.
The pipeline is terrific, ... They've probably got the strongest, best, broadest band of drugs for sale today and in the future. And remember, if you think back to the early 1990s when health-care reform was a big deal, nobody wanted to buy these drug stocks. And if you had bought them, you made a lot of money and we think the same thing is going on with some of the Medicare reform today.