well, things change and they surprised me both w/the EPS number for the 3Q and the backlog and the cash position. Their own guidance for 3Q had been conservative as well, so they also surprised themselves. 4Q is a tough comparison, but may be excused given the backlog number. I was surprised when they said the Japan disaster would only result in some delay but not have a significant impact on future sales. As you recall I said hold, not sell. Long term investing here and still waiting for Helix, which is key.