I tend to think along the same lines. If they were the only player in town it would be different. I am also not convinced $5billion is that big of a deal for th

I tend to think along the same lines. If they were the only player in town it would be different. I am also not convinced $5billion is that big of a deal for them, would be interesting to see their modeling but it would be a lot more suspect if they were raising money and increasing the price of the product. Also curious how much of that spend is R&D compared to running the system.