we got ibm and american express after the bell, jim, yesterday. and we got general electric, geis morning. and, well, i'm curious as to your thoughts. >> well, i think there's kind of -- sometimes i just like to look at the drama of a particular earnings day. the best earnings report that we got is from -- this morning is from proctor & gamble. now, we got a couple sells of proctor & gamble. they were more traditional cyclical rotation, you don't want to be in proctor, you want to be in the metals and industrials. turns out proctor's got something going too. this was a terrific quarter where they raised their organic growth rate. really some extraordinary numbers out of health care. their division. extraordinary numbers out of hair care and skin care, so proctor was the star of the morning. ibm down initially because the conference call was kind of rocky. put ibm together with some of the ideas of what they're thinking going forward and it's more of a push. american express they spend a little more than we thought, but i still believe that the problem with costco dogged this qua