 I think the bottom end, it's going to be tough to figure out whether it's 5% or higher than that. But one of the things is very clear. There are two elements of it. One is fundamental, which is they're not going to surprise on the revenue upside as much as they have done in the past. So it's all a matter of expectations. They're still going to grow good numbers. But the second part also is, as we discussed, is the pivot from the large cap to the small caps. I think both those elements are against the large cap tech names as we go into the earnings season.