Linking to this blog post as it has a transcription of relevant part of the earnings interview.<p>Direct link to the CNBC Video: <a href="http://www.cnbc.com/id/15840232?play=1&#38;video=1396376379" rel="nofollow">http://www.cnbc.com/id/15840232?play=1&#38;video=1396376379</a>