Hi Scott- I'm wondering what your thoughts are re GILD in view of the recent choppy water. I'm guessing that they may pull in their horns somewhat with US pricing, but it seems to me that they have a strong product, a decent moat, and the financial muscle to purchase additional technology resources should the opportunity occur. Are you adding on the lows, staying as-is, or reducing your position? I'm tempted to buy a bit more at these prices. I was interested to note that some of the company bigshots lightened up a bit prior to the current ruckus. Don't you love it?