We're just going through people having some concern about earnings.
People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.
I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just the result of people pushed out of work due to Katrina and Rita. I think the market will look at it and shrug it off and look at what's going to happen in October.
I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.