Our belief is that it is a basket of well-diversified companies that are playing the Internet, but are not direct Internet companies.
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We have good security. It's hard to get in here. Barring a tactical entry where terrorists come in and hold us hostage, that's about the only thing that could possibly warrant me carrying a gun in the clubhouse. That's highly unlikely, and I admit that. But my personal belief is I don't want to suffer from the poor choices of others.