We think that almost all industries would have some role in the 'B-to-B' economy.

There's nothing wrong with an old economy stock as long as you buy it cheap enough, and there's nothing wrong with a new economy stock as long as you buy it cheap enough. Profit is profit.

We don't care whether it's old economy or new economy. We're looking for any asset that's trading at 60 cents on the dollar.

Resources in space may one day be useful in space. But you're not going to revolutionize the economy on Earth.

Demand was good for the Xbox 360 but the company had supply chain constraints.

I think it's a fair question to ask because Microsoft is showing some competitive weakness in this segment. But then you aren't really investing in Microsoft for the MSN part of the business.