When we had the differential pricing proceeding, the focus for many of the service providers was that they needed the ability to differentiate their products and make market share. There wasn't a lot of discussion on investment, but clearly, we've heard before as well that we need to.... It's really about money, obviously, and getting the money from the application space to fund their solutions in the marketplace. I think that's where the U.S. is focusing.
Today we have major incumbents, whether they're cable companies or telephone companies, offering Internet. We also have a wholesale regime. They open up their networks to other providers, such as Electronic Box, TekSavvy, or others that are riding on top of those networks. We do have more competition here. They don't have that in the U.S. The two main providers are the majority of the market share in the U.S., giving them even more control over what to charge application providers. Controlling how they stream or provide that content gives them a lot of leverage in that negotiation.