This will give Sears good positioning on the near-term basis with AOL, but, on a longer-term basis, it probably could be a fabulous opportunity for them. It depends upon when broadband will become of age.
It's a good, strategic move, a good partnership. Sears is trying to jump into the e-commerce world in a pretty big way, focusing on their strengths and their hardware lines and appliances and home areas.
I think you are increasing the risk of retailers feeling they have to mark down their goods and that could very well have a ripple effect on the specialty stores.