The opportunity for any Canadian company that is either exporting or doing business in Europe is set by the degree to which they are specialized, have an innovative product or innovative service. I think one of the problems that we've seen over the past decade—this didn't start with the recession, it also started with the rapid appreciation of the Canadian dollar against the U.S. dollar and more because the U.S. dollar has fallen—is that the traditional markets that Canadian companies have had in the United States have become much more difficult to access. That's only been aggravated by American import restrictions in our major market.
Companies are looking at new opportunities and they'll find those opportunities in two ways. One is if they have a product or service that is a niche product or service. Our experience with the United States is that Canadian companies can compete very well in a larger market. The other thing is the extent to which they'll now be able to connect into larger supply chains. I think that's extremely important. Companies like Siemens, for example, are going to open up a supply network that is not just a European supply network but really a global one.