GE gets lumped into that, given their complexity and size. Everyone's attacking steady growth and getting suspicious.

The growing complexity of our customers' environments has imposed an artificial ceiling on their growth potential,

[Complexity of products] is a fair concern and it is one that the industry takes seriously. At one end we are looking at products that do multiple things [in response to consumer demand] and at the same time we are trying to simplify them and allow for ease of connectivity and access.

They had strong sales in consumer and construction, which more than offset lagging agricultural sales. Their end markets are turning favorable as the non-residential construction market rebounds.

I think it's a decent quarter, but that's going to be offset by some of the cautionary statements the company made for the rest of the year.

I don't think there's going to be a lot of surprises in the quarter.