The fact that orders were up, and they're maintaining guidance is another example that it's not the end of the world.

The overall tone wasn't great. They didn't give a tremendously robust outlook. They thought the market would probably be in a better position today.

It just shows that the large builders, who have the leverage and the economies of scale, can grow in a challenging environment. As long as there are no major misses, and forward-looking (profit) guidance is not negative, we remain encouraged.

I think professional sports, football, to use it as an example, it's fundamentally a form of entertainment.

Your guidance surrounds you all day long, every day, all the time, never leaving you, not even for one moment.

We are essentially cloaking him with some guidance and letting him say his piece. And not letting the guy twist away in the wind.