It's a work in progress, not a train wreck. On the balance sheet it doesn't look good, but if you think about the strategic impact it will have on the business

It's a work in progress, not a train wreck. On the balance sheet it doesn't look good, but if you think about the strategic impact it will have on the business once they can bring costs down and ramp up installations, I think it's more fair to call it an investment.