zynga is the opposite. when it comes to user acquisition and getting access to new users to retain a scaled audience, zynga will run into much bigger trouble, especially in the environment where apple's att is putting up headwinds on everyone >> how does that deal look now in retrospect? is it something that take-two can turn around or did they overpay for zenga? are shareholders correct in not liking this deal from the beginning? >> i think there will be quite a few quarters, if not a couple years, where this deal will be perceived as a deal done at a peak multiple, given the lack of recovery on mobile user acquisition effectiveness. so the deal synergy or the value of the deal really comes from zynga's ability to ixplore take-two ips, trying to bring rock star into mobile and find success. without that, the deal will be perceived very negatively among investors. >> so martin, is this an opportunity, this environment for unity iron source, for example, or for app loven, which are trying to optimize that mo