Half their demand is from guys 40 to 50 years old.

It was the first time they lowered expectations since going public in 2002. It created an uncertainty.

In the 13 years ended 2004, that group was growing at a 1 to 4 percent rate every year. Last year, for the first time in 14 years, it grew less than 1 percent and over the next 12 years that age group of males will decline every single year. They?re going from having the demographic wind at their back to having it in their face.

My suspicion is that after the first month it takes effect, you'll see more cement showing up in Arizona.

Consumers who are doing repairs or additions to their home will notice the effect when they buy a bag of cement.

Historically, recovery from catastrophes happens very rapidly, but I don't think we've ever seen road damage to the extent we have seen here. I would think they would find the machines and manpower to do road repairs because you can't get to the other jobs until you have access.