In this case, it was much colder than forecast, not only for our systems, but other systems in the area, so supply was pulled down in all the area.

The colder your attic is, the better your house is for it.

It's not that Japan or Europe have better accounting systems than we do,

The worst-case scenario I see is a major nuclear arms race unfolding in the Pacific. That's not a forecast, that's a logical train of events.

It's going to be small. New Orleans is not a major metro [area].

We're looking at expenses, but we're also not going to be foolish in cutting back in an area where we need to continue to win ... and make sure we protect the company.