If they stumble with one or two, that will make it very difficult.

I think they'll be some concern on part of doctors, but I think the patient demand will be significant. Patients want off the needle.

Many investors are fearful that oracle will acquire this that and the other thing. But my contention is they need to. The software industry is plagued by having too many companies. There are far too many duck hunters for the number of ducks out there.

In some ways, it will start to look more like Merrill Lynch, which is very strong from a retail standpoint, and also one of the real leaders in the institutional side of the business.

This address is a signal of strategies, and it will outline what the president can do in the next two years. And, the Democrats' response that will follow the address will highlight what issues Democrats will concentrate on for the 2008 election.

We expect most of the growth will come from the domestic side as has already happened over the last quarter of 2005.