Cliffs was dismissed as important on the Cr scene at the lunch meeting as they are North American oriented in their business and are not connected in Europe, which is where the co-ceo said one would have to be in order to sell Cr and be competitive. I wonder who would be best set up at present to make those connections being that NOT isn't even in the steel game? However, to make this statement, could one assume the NOT is now connected or talking to those who can put them in the drivers seat?