If they didn't pause after Katrina, they are not going to pause in the next few months.

The argument is that Venezuela is not willing or they're not going to be able to (comply with the cuts). Here it is eight, nine days later and they're already backing out. We knew it wasn't going to last, but this is a little on the ridiculous side.

Consumers aren't knocking the cover off the ball. Their confidence isn't a grand slam, but they aren't striking out, either.

I would be very surprised if they did not emerge in the next six months. But they've had a lot of misfires, and if they were better focused at the top they'd be out by now. They can get out, but if they don't do it with new management they'll be back in if they're not careful.

A pause is good, but it's not enough,

These are going to be available in the next two months.