much is based on fear? netflix was up some, well, almost 9%, 10% after hours last night. it's down 9% now. cisco is down about 5%. i mean, some of these things you can draw the lines and say, okay, i can see how this might be affected by oil in general. some of it makes me scratch my head. >> no. you should scratch your head. this is all about psychology. this is not a rationale connection for what's going on. what happens is you get -- as oil gets lower and lower, you hear people talking about cold war between saudi arabia and iran. will they now begin to push it lower? there's talk of tankers with 50 million barrels of oil getting ready to roll. the other side of it is we've got the conspiracy they'rists talking about how tempting it would be for russia to try and foment actually warfare in the middle east. that would get the oil price back up and help russia out, and so that's some of the concerns you hear being breweded about.