Companies have a lot of free cash now. That provides a big buffer.

The market has already priced in an imminent move.

Some of these companies are going to have to look for creative ways to either get more cash, or perhaps to partner with somebody that has cash.

But, I'm a big Johnny Cash and a big Lou Reed fan and a Fellini fan.

They could try to provide a buffer zone.

Toyota has this big cash hoard. They can lose as much as they want to, and use the car as an advertisement. We can't compete with them on that level.