We don't expect any nasty surprises. The petrochemical margin was significantly better.

These numbers are pretty much in line, but the shares have risen strongly over the past year and clearly just being in line is not enough for investors.

We think that BASF might be prepared to pay $1 to $2 more than the $37 per share offer if BASF gets indications from an inside view of Engelhard that the growth opportunities or the synergies might be higher than expected.

That really surprises me because generally this season we've been able to bounce back after a bad game. We've just got to get some confidence back now.

I live for unpredictability and surprise, and I can assure you that the biggest surprises are still on their way.

We've been struggling to try to understand India's gas centrifuge program and one of the surprises there was that it's a program that really does depend on foreign procurement.