Michelle Applebaum

You don't know if this will be the shareholders' choice, or a political choice. For the steel industry, this is read more

You don't know if this will be the shareholders' choice, or a political choice. For the steel industry, this is Microsoft buying Apple.

I don't think it's a deal killer.

I don't think it's a deal killer.

You've got to think of the value of the iron ore business.

You've got to think of the value of the iron ore business.

It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and first-quarter guidance looks read more

It was a blow-out quarter, they did an incredible job. They blew away the consensus (forecast), and first-quarter guidance looks good.

Strategically, both are good fits.

Strategically, both are good fits.