joining us now to discuss those results-- klaus kleinfeld, chairman and c.e.o. of alcoa. and, klaus, so nice to have you back on the program. >> good to be here, susie. >> susie: based on what you saw in the third quarter, what can you tell us about the outlook for alcoa's earnings for the rest of the year and into 2012? >> well, i think first you have to see that, as you just said, earnings and revenues are up year on year, down quarter on quarter, and the impact is clearly two things. the one thing is the drop of the metal price, and the second thing is that we clearly see the euro zone coming down. at the same time, we do see the end market demand and most of the end markets pretty strong. we actually continue to believe that this year's growth in the aluminum demand is going to be 12%. we upped our demand forecast for china up to 17% from 15% originally. currently i'm more worried about the lack of confidence than the situation. confidence sucks the air out of every economy, and it can create one of the largest self-fulfilling prophesies that i've seen in my business