We believe Oracle's shortfall is an omen for other names in our universe.

Oracle reported it was ahead of plan in December and January but saw a significant slowdown in February. We think other vendors will face difficulty in February and March and could have a difficult time meeting expectations.

What's been driving the valuation has been an expectation of really strong applications revenue growth. At this valuation, we were expecting at least 57 percent application revenue growth, but we got only 42 percent.

If you're a rodeo cowboy, know that rodeos will be a commingling point. Every time you bring animals together--at a rodeo, county fair, state fair, a sale barn--you are commingling animals.

We found that out two months after the fact. With TB that's not so bad, since it's a slow-incubating disease. If that had been foot-and-mouth disease, we'd have been in deep, deep trouble.

What's new is this electronic system so that we can gather information out of those databases very quickly. Instead of going through 50 files cabinets, which we have now, we'll be able to go through the databases.