Walton, who was running PeopleSoft applications at Spirent, also a big Siebel shop, said the acquisition bodes well for him. Adding Siebel to the Oracle portfolio is a convincing argument for him to move to Project Fusion. However, it will take time to see how things shake out. Action often lags talk, ... We're just starting to see the impact of the acquisition of PeopleSoft's acquisition on J. D. Edwards applications. I expect we'll find out more in a year or so.