We might see a market shift. So the next six months is really critical for WAP.

Both companies had to do something and this deal is probably the best they can do.

There's a good strategic fit if you look at it that way.

I expect this to happen, so it's not exactly all doom and gloom [for WAP].

There is clearly increasing pressure on WAP (wireless application protocol). NTT is pushing very hard to impose I-mode as an alternative to WAP.

On paper, there is a good strategic fit between these two companies. The challenge, as always, is execution.