las vegas sands also the two companies with really big businesses in macao, stocks are down. >> an issue who run the jank unkets? >> that's the issue. trying to clean things up there. >> you like this trade a lot. >> i did. said it was second half. >> does japan play into that? >> no. overrated, mel. look ahead, 2016 this is going to impact impel and the folks in either macao, or -- too far out into the future for me to bet on, literally betting on. that's why i say i think that was overrated. that part of it. this, i think is a nice play for the second half. >> it is, and i mean, when you look at it right now, first of all, the comps are much more difficult. they're going to get easier. isn't this about capacity? 2014, no new resorts, looking forward to 2015. 2016, wynn palace, '15, i think galaxies. the new capacity is coming on. isn't that what we should really be looking at? >> one of the reasons why there are a lot of people saying this it going to be a good thing. ignore the 235fact they're havi hiccups because of the world cup and focus on the long-term. more resorts are coming on