It's a very attractive, cash-flowing business.

We think it's a high single-digit, low double-digit return asset class that has absolutely no correlation to equities, no correlation to bonds, no correlation to the price of energy.

You can see them appreciate nicely, then all of sudden everybody comes to market and prices drop.

How do people in an existing network operate? We estimate that business process transactional services could become a half a trillion dollar market in the next couple of years, and the whole IT industry itself is only $1.2 trillion.

[The ultimate question is,] How do people in an existing network operate? ... We estimate that business process transactional services could become a half a trillion dollar market in the next couple of years, and the whole IT industry itself is only $1.2 trillion.

I am a business man and I'm looking at this as a business decision,