The reason to own Corning is that they have a corner on the market in the highest quality glass for flat-screen TVs.

We consistently have high quality. That's one reason why we get a little more for our beans.

When we first started, there were legitimate reason for concerns. There was some poor quality and dropped calls. But I would say for the vast majority of people, those are not issues any more.

We chose these companies because they're committed to the highest possible quality.

Most of what I own in telecom is not traditional telecom.

Microsoft is about as exciting as General Motors in the 50s and 60s. This was a decent quarter but so what?