In particular, when a company is trying to build its sales book.... Take a typical company. It might have lost 40% to 50% of its sales book during the great recession, primarily because of the U.S., and it may have downsized or restructured in response. If they're still in existence today, what they're looking for is new ways to grow, and their U.S. customers are starting to phone them again. That combination can be very powerful, but it's something from which we've not yet seen sufficient follow-through.
The important thing is that the higher growth rates to attach your business to are in the emerging markets, so catching just a small piece—one or two customers in a place such as Brazil, China, Indonesia, Vietnam, or some place like those—is going to give a lot more growth to the sales book over time than would getting one more U.S. customer.
That strategy is beginning to pay off. As I said, it will take quite some time for it to add up, considering the $30 billion of lost exports that I talked about before, which is the damage not just from this past recession but from more than 10 years of difficult times for that sector.