Looking at server sales and continued strength in particular on the PC side, it should be a pretty solid quarter with that kind of backdrop.

Which makes our sale different from other sales in the area which are just functional.

Last week, chain-store sales came in pretty strong. But if you stripped out gasoline sales from Wal-Mart and Costco it really showed us that consumer spending had started to weaken on a fundamental level.

Despite some of the house sales data it looks as if the market is going to look for a pretty robust rise in construction activity.

[Sales of SUVs especially] have been taking it on the chin, ... That phenomenon has pretty much run its course. They powered the industry for close to 10 years.

We should still have a pretty good quarter for consumer spending. January retail sales, excluding autos, were very strong.