The main thing for the results will be their guidance on demand, and what happens to costs.

As anticipated when we provided our guidance, the first quarter will be the lowest of the year due to a number of factors.

If the staff lacks policy guidance against which to test decisions, their decisions will be random.

I think more companies will increase guidance and the rally will continue.

In our view, guidance will be coming down, it is only a question of how far. We believe the recent departure of Todd Nelson will only add some uncertainty.

Investors will be disappointed with the guidance.