If the companies say they're seeing strong orders so far in the first three weeks of the current quarter, that probably keeps things going. If they say they don't have any visibility, we'll probably have a pullback.
Over the long term, there is a recovery going on, but I think it's slower than a lot of people would like it to be. On the face of it I'd say it's just one day where things happen to be a little stronger than others.