This sort of enthusiasm for it. so what's the feeling like and why? >> i'll tell you one reason why. because too many people haven't been invested in this rightly. we've had 24% to the up side on the s&p so far this year and they're thinking i'm worried, i better own some of it or my investors will say why did i miss out. but as you say, the enthusiasm is tempered. for instance only 52.5% of companies reporting in this earnings season are actually beating expectations on revenue. on revenue itself, sales only about half are beating expectations. so the numbers in sales are pretty average. data...