Anecdotally, we know there are pockets of problems; it is very hard for us to put our finger on how general it is. Companies are describing themselves as more or less at the limit of their ability to stretch capacity in response to growing demand in the U.S. That could have two sources. It could be that they've used their entire capital stock and they're running as fast as they can. But they also mention that they can't quite get enough people like this or enough people like that.
So I think the skills mismatch issue is a real one. I just can't put my finger on just how large it really is. People mention it to me quite often.