>> no, the guy from rio, rio tinto, david joyce, he made a statement this morning, we remain confident on the basis of the figures we've seen and solid growth for this coming year. ian ashby, the guy who really set this whole thing off this morning, he said steel growth rates will flatten, yet, we still see positive growth out to the middle of the next decade. then you have caterpillar coming in. caterpillar saw 20% for february, 20% growth in their asia-pacific region. you put all this together, and if you take a multiple, apply it to joy global, say where caterpillar bought out bucyrus in late 2010, it would be up to $120 a share. >> zach, your thoughts? >> i've been buying a little joy as well, in that these names, even if you agree with steve cortes that this is a negative cycle, it would seem that these names have well priced in that negative cycle, you know. it'd be a little like talking about financials in september or so, that the names have reflected a lot of this negativity. you really have to believe it's going to get significantly worse not just in china, but on a global le