Linking to this blog post as it has a transcription of relevant part of the earnings interview. Direct link to the CNBC Video: http://www.cnbc.com/id/15840232?

Linking to this blog post as it has a transcription of relevant part of the earnings interview. Direct link to the CNBC Video: http://www.cnbc.com/id/15840232?play=1&video=1396376379 http://www.cnbc.com/id/15840232?play=1&video=1396376379