director who joins us this morning from connecticut. larry, good to have you here. the president said he's not increasing tariffs on china and he's allowing american companies to do business with huawei that throws that tech firm a lifeline. what did the u.s. get for these concessions? >> well, let's -- first of all, the talks are going to restart. i thinkthets a very big deal right there. they are going to restart. look, regarding the huawei story, let me just try to clarify that. there will be sales from american companies, but only in the sense of a general merchandise, things that are available in other places around the world. anything to do with national security concerns will not receive a new license from the commerce department. i think that's very important. i think people have to understand that. stuff that's generally available will be -- will be probably getting a temporary license from the commerce department. we'll see how far that goes. second point is we are...