It's both. If you look right now, there's very little capital out there, but as markets are returning, there is going to be global competition that is fiercer than we've seen in a generation. Everyone is going to compete fiercely for the little bit of money that's going to be invested, and the quality of the business conditions is going to be a major determinant.
One of the reasons why the accelerated capital depreciation would work now is because speed of return is going to be a bigger consideration than it was before the recession because everybody's hurting.