For my point of view, the brightest spot they're showing is in the chipset market. This has, historically, been a place where they have to demonstrate strength in order to protect their low-end markets. And they're finally breaking into the market in a large way.
If you're burning $60 million to $80 million a year, and if the consumer market for fuel cells is optimistically not going to arrive until say 2015, you may need additional sources of capital.