How to Invest in a Vertical Market

Devon: At the end of the day if it's a big enough you know vertical market most of those big guys are just going to buy your the company. What we would like to find is the most attractive verticals would be the ones that actually have some underlying secular growth rate. That would be say the utility industry maybe it hasn't gotten the attention that it deserves and now there's people thinking through how can we have this be more efficient.