My last question is related to that. You say that the record of the last two years is such that only approximately two out of three infrastructure programs have been done and the other has lapsed. Can you tell us how many billion dollars of lapse that might be? In an accounting sense, if it's more than $2 billion, might that be the source of their savings?
If they simply didn't do all of the infrastructure they said they were going to do, they'd conceivably have savings substantially greater than $2 billion. So that's how they'd find the savings. It's not a happy way to find the savings, because we want the shovels in the ground and the jobs created, but from an accounting point of view, could that be how they found those savings?