Good Question. That is why the non-NOT market Caps. are so important. Picture how many 20 to 100 Mn. cap companies you could create by splitting up NOT's holdings both as to non-McF and within McF. And some of the spin-offs would be very exciting. Go with what you know, avoid the more distant rainbows. I am not all suggesting that the company be split, only that investors should assess M/C in an objective fashion.