I came to the conclusions because I've seen the analysis, I've seen the summaries, I've seen the translated.... Unfortunately, he only releases in French, and I don't speak French, so I can't read the original analysis. But I've seen the analysis, I've seen the summaries, I've talked to very informed individuals, both within the industry and more broadly, and these are the conclusions that have been arrived at. From my point of view, it makes sense.
On March 10th, 2011. See this statement in context.