I think the stimulation that (Federal Reserve Chairman) Alan Greenspan has given to the economy is starting to take hold. It's going to take us a little while, by the third quarter, maybe even into the fourth quarter, we may see things do better.
I think you're looking out two quarters, maybe even three quarters before you start to see a substantive increase in earnings for some of these companies. That, to me, is in a nutshell what's going on in the markets.