Users can be nomads, passersby, taking up seat space without forking over value in return.
Real cash flow. If most of the revenue is access, then plenty of ISPs trade on a lot less verve. Yet relative to the others, a sense of its possible value emerges. We anticipate that the larger brands here have an enormous advantage in the marketplace based on the ability to leverage awareness of themselves going forward. We believe its ability to outdistance the others must be built into today's value.