 O'Reilly, this is something that begs more work. O'Reilly AutoZone and this whole contingent, including advanced auto parts, has always been very solid in terms of its growth. I wonder whether there doesn't have to be some consolidation in that industry now. I bought the idea that the sales were weaker because we had a mild winter. That doesn't extend into the spring. I have to do more work. I do not understand why these companies are performing as poorly as they are given how consistent they've been. AutoZone's been a big buyer of its stock. Advanced auto parts is run by a guy whose chairman is a so-called raider. I look at that, Jeff Smith, and I look at that and I say to myself, now wait a second, this group has got to start doing some merging. These are big companies, but we don't need all of them. I do think that there is mergers on the horizon, but I don't recommend stocks based on takeover when their fundamentals still require more number cuts and more downgrades, which is what awaits us with AutoZone, O'Reilly, and advanced auto parts.