jim cramer is sitting to my right. he says peltz/kraft. we've been talking about nelson this morning with mondelez. it's important to say loeb in this case seems to be or wants to be viewed as constructive. it's similar to the letter we saw initially with sony, andrew, a story you broke, where it was not about attacking. it was much more about working constructively. >> and selling the petro chemicals business will do what exactly, he thinks, for them? >> it would create an enormous amount of value, they say, couple that with enormous cost cutting and operating optimization is what they're talking about. he says you could see several billion dollars added to ebitda, michelle. they criticize the company's push downstream which they say has led it to use upstream assets to subsidize downstream derivatives. >> liveris, andrew -- >> david, before -- david, i think we have a clip. i think we're going to run it right now. we have the clip of andrew liveris when we talked about the issue of activist investors potentially coming. >> we should all be thinking like the nelson peltzs. i have no problem with t