is that a natural reaction that sameer is making there, you think?e degree in a world of you want ra low bond yields stocks need to be awfully sxejsive to be unattractive so there's an actuality tilt. when i look at something like the chinese reserve ratio cut, el know it signals economic softness but markets do tend to be fairly myopic one of the trading rules has been rate cuts ultimately equals higher markets. i think that may well prove tore the dominant trend. >> how damaging it's going to be to margins, to sales, to profits. we're starting to get a picture. it will be one thing if this was a temporary factor but the kernel is that the dollar only continues to strengthen. it's stronger right now against the euro do you have to reset your thoughts about any company that does business abroad geffen the fact it doesn't seem to be a temporary phenomenon? >> i think you have to dig in deep, if it's actually volumes, which are probably a bigger predictor. one of the things i would throw out there, is a lot of people questioned whether international co