Isn't speculation half the game in the data business though? You're probably never quite sure what data will be useful in 5-10 years. What's more, if you wait t

Isn't speculation half the game in the data business though? You're probably never quite sure what data will be useful in 5-10 years. What's more, if you wait to build the data gathering aparatus until you know what you need you'll almost certainly end up behind someone else. I think it's probably wise to see most acquisitions these days as a possible long term data play or even as a serendipitous one.