steve brozak, do you agree? is this what they are trying to do?> absolutely, and the way we look at it is, not too big, not too little, but just right. and we saw this yesterday with bill ackman going out there and frankly, spearheading the acquisition of allergan. >> we will get into that deal. i'm curious, why is it that they have chosen now to make this three-way swap? >> there is the cynical side of me that says, there is a banking reform act and investors are saying, you've got to do something because revenues are going down, and you can only grow earnings per share by cutting. let's focus on core competence. let's increase the sales we know are predictable, because shareholders like critic ability. that is what they are focusing on. >> it is odd we have had the deals and a lot of times they seem to come in clusters. i do not know if that is the investor bankers talking among themselves. when you see one you see more. >> there was the talk about the pfizer astrazeneca deal. and that would have created a powerhouse. i mean, they are all powerh

steve brozak, do you agree? is this what they are trying to do?> absolutely, and the way we look at it is, not too big, not too little, but just right. and we saw this yesterday with bill ackman going out there and frankly, spearheading the acquisition of allergan. >> we will get into that deal. i'm curious, why is it that they have chosen now to make this three-way swap? >> there is the cynical side of me that says, there is a banking reform act and investors are saying, you've got to do something because revenues are going down, and you can only grow earnings per share by cutting. let's focus on core competence. let's increase the sales we know are predictable, because shareholders like predictability. that is what they are focusing on. >> shannon, is that what is going on here? >> it is odd we have had a lot of deals right now. a lot of these deals seem to come in clusters. i don't know if that is the investment bankers talking amongst themselves, but a lot of times when you see one, you see more. >> the reason i am going down this road is beca