seeing a small boost ahead of its earnings let's bring in ken zener at keybanc capital markets.int for the builders in the back half of last year. what's next? >> well, i think the expectations which caused the initial overselling in the group, if you want to think about it cyclically, and now the optimism versus the market specifically, you know, for today we -- you know, we've seen orders down 50% for the build to order builders, which includes kb we're forecasting roughly 35 i think it could be farther than that you think operationally the homebuilders, there's a shrinking pie that diane's talked about the question is who's going to get more of that shrinking pie i think we've seen the build to order builders by kb, they have actually been lagging the companies like lennar, a good for kb is their lower margin degradation so far is they work out a backlog. >> so ken, there are a lot of people -- you know, we've talked a lot, especially early last year about how low the valuations had gotten. now people look at these and go, okay, the valuations are back, but they're still hist