Four-to-8 percent is slower than you would normally expect to get out of the fourth quarter. We're being a little cautious and we're going to watch and see what develops.
What you're seeing is a little bit of an economic stall, maybe in the fourth quarter and the first quarter.
It is a classic seasonal fourth quarter. The change is that we had judged down from a seasonal fourth quarter based on macroeconomic indicators. It turns out we didn't need to do that.
We under-forecasted demand beginning in last year's third and fourth quarters. I don't have enough product to be as aggressive as I would like to be.
I really think that we underestimated the fact that we would have a strong seasonal fourth quarter,