I agree they were over-priced Jon. It still seems excessive how far they have fallen so fast though. EA down 46% in 4 months, ATVI down 40% in less than 2 months. Their outlook and earnings estimates have only dropped by a fraction of that, so most of it is the multiple assigned. I'm not going to argue they're super cheap here either, especially EA, I'm just saying sentiment can change. They went too high on sentiment, and may have come down too far on sentiment.