The first thing I would say—and maybe I'm biased on this—is that the broad brush of our projection has been proven correct. We came here in January this year and said we expected a recovery to begin in the second half of this year, driven largely by the stimulus that has been put in place. And that's what has happened. Whether it was going to be in the third or fourth quarter, and the exact magnitude of that recovery...but we said that and were appropriately questioned by this committee on the reasons behind it. That has largely come to pass.
What are we saying going forward? We're saying that the recovery is going to be more modest than usual, so it will feel less like recovery than solid growth, if you will.