Not to simplify this too much, but is there a problem in the sector?
I worked for a while in the automotive sector. With GM, Ford, and Chrysler, 3% price reductions are just a fact of life, so every year you're trying to drive costs down through innovation.
Is part of the issue in this sector that there are not enough ideas coming up or is there not enough innovation coming up to actually drive efficiency?
Certainly there would be a great portion of them that are trying to improve outcomes for patients, but I'm sure there is also technology, or new ideas, that can drive efficiencies and economies of scale to help drive down the cost to the hospitals. What is that mix out there right now?