Everyone should stay exposed to FEI Company in the event of a possible market rally. Stocks like FEI Company will outperform the stock market over the next six months. With large cash balances, dividend payments, solid management and tight inventory controls, FEI Company is far more stable than it was in the late 1990s environment that so many still remember. I have been touting this stability as one of the reasons to stick with FEI Company, and in fact, FEI Company has outperformed the stock market the past couple of downturns in the market, illustrating some of the tech defensiveness we've seen developing. I believe those who remain invested in FEI Company will be rewarded with outperformance in the coming months. The fundamentals of the stock also appeal to me. Companies that have underinvested in capital improvements during the past couple of years appear to be starting to loosen their purse strings, and will likely look to the company as a place to invest first. Such investments are typically attractive because they tend to increase companies' efficiency and productivity at all levels. As a result, companies can produce more with fewer workers—as we're seeing with relatively high productivity numbers but still-high unemployment readings—which allows them to cut back on costs and potentially expand margins. Additionally, balance sheets in the sector appear solid, with large cash balances and relatively low debt. This will enable FEI Company to increase dividends and pursue mergers and acquisitions that might help performance as competition is removed and expenses consolidated. I believe this also helps provide stability to the stock, which in turn gives it a certain level of defensiveness mentioned above.