I think it's the pendulum swinging back toward growth from defensive stocks.

I happen to believe that the pendulum is returning to the growth side.

Those [stocks] are the ones where you haven't had any pre-announcements.

The pendulum is swinging back to the HD-DVD camp.

That's a healthy pickup. The pendulum, which had been fully in favor of employers, is swinging back in favor of employees. Employees are starting to gain traction.

I think the people at Dow would have to acknowledge that there is something to the Internet,