The information technology innovations, the Internet, all these things will affect how an enterprise community is organized and how it functions and will have very dramatic effects on that. But it won't affect the general principles that have existed since at least the beginning of recorded history that an enterprise community organizes people to generate wealth. Well, I think Amazon in particular and other dot-com companies in general need to understand that the fantasy phase is over. We have returned to reality now. And they need to deal in reality information.
Investors provide management with real dollars.
They do that in the expectation of management generating a return on invested capital measured in real dollars, not pro forma, not eyeballs. If the number has any validity it should be explained and defined. Amazon is talking about pro forma profitability, so we're not sure exactly what they're measuring. Achieving profitability in the fourth quarter may not mean that they're profitable on an annualized basis. You can't do things that way.