let's look at Hewlett-Packard. We did most of our buying of HP when Carly Fiorina was CEO and the stock was in the high teens [it traded in mid September at $36]. The company was selling at two-thirds of sales, and it had a really huge beating heart. It has a global footprint and dominance in the consumables business, such as printer cartridges. And as the developing world grows, those countries will need more computing power. A company like HP should be a big beneficiary. We still think the stock is very interesting. It now sells at a little more than one times sales, but we think the company has excellent prospects.
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