Good morning, ladies and gentlemen, and welcome to the Henry Schein First Quarter Conference Call. [Operator Instructions] As a reminder, this call is being recorded. I would now like to introduce your host for today's call, Carolynne Borders, Henry Schein's Vice President of Investor Relations. Please go ahead, Carolynne.

Thank you, operator, and my thanks to each of you for joining us today to discuss Henry Schein's first quarter results. With me this morning are Stanley Bergman, Chairman of the Board and Chief Executive Officer of Henry Schein; and Steven Paladino, Executive Vice President and Chief Financial Officer. Before we begin, I would like to state that certain comments made during this call will include information that is forward-looking. As you know, risks and uncertainties involved in the company’s business may affect the matters referred to in forward-looking statements. As a result, the company's performance may differ from those expressed in or indicated by such forward-looking statements. Also, these forward-looking statements are qualified in their entirety by the cautionary statements contained in Henry Schein's Securities and Exchange Commission filings. The contents of this conference call contains time-sensitive information that is accurate only as of the date of the live broadcast, May 7, 2013. Henry Schein undertakes no obligation to revise or update any forward-looking statements to reflect events or circumstances after the date of this call. [Operator Instructions] With that said, I would like to turn the call over to Stanley Bergman.

Good morning, and thank you, Carolynne. Before I begin to discuss the quarter, let me note that just this week, Henry Schein placed #296 in the 2013 Fortune 500 ranking of America's Largest Corporations. Achieving a milestone as significant as being ranked 1 of the 300 largest companies in America reflects the successful strides our Team Schein Members have made in growing the company, specifically over the last 17 years since we went public. To climb more than 190 spots on the Fortune 500 list in less than a decade is testament to our success in executing on our strategic plan that focuses on our customers' needs by taking advantage of new technologies and tapping into growing markets. Now turning to our results for the quarter. We are very pleased to report positive growth in local currencies in each of our 4 business groups during the quarter. The performance was driven by organic growth in North America and, of course, strategic acquisitions worldwide. Sales growth was negatively impacted by a number of factors that Steven will discuss in greater detail shortly, yet overall, our bottom line performance was in line with our internal expectations, and we are pleased to affirm earnings per share guidance for the full year of 2013. Of course, I'll provide additional commentary after Steven reviews the numbers in greater detail, and then, of course, we'll be open to questions and we'll give appropriate answers. So first, let me ask Steven to give you a review of our quarterly financial results.

Okay, thank you, Stan, and good morning to all. I am also pleased to report overall solid results for the first quarter of 2013. Before we begin, I'd like to point out that Q1 2013 results include onetime non-cash expenses related to the refinancing of the Butler Schein Animal Health debt. This was previously announced during our last quarterly conference call. I would also note that the first quarter of last year of 2012 results include restructuring costs of $11.8 million on a pretax basis or $0.09 per diluted share. Exhibit B of this morning's earnings news release reconciles these onetime non-GAAP items to GAAP net income and EPS from continuing operations. So with that, I'd like to begin by discussing the 4 factors that affected our sales results for the quarter. First, our exceptionally strong performance in last year's Q1 2012 made for a difficult comparison in 2013. Specifically, our Q1 2012 local internal sales growth was exceptional at 7.8% on a worldwide basis, and that translated into EPS growth of 19.5%. Second, in 2013, both the Easter and Passover holidays occurred in the first quarter, whereas last year in 2012, they both fell in the second quarter. So note that the Easter holiday had a more pronounced effect in certain international markets, resulting in 1 less selling day because Good Friday is a national holiday with businesses generally closed in Canada and many European countries. Third, our Dental equipment sales growth was negatively impacted in both the U.S. and internationally by 2 separate factors. We experienced an acceleration of U.S. Dental equipment sales in the fourth quarter of 2012 from the first quarter of 2013, due primarily to customers taking advantage of Section 179 tax benefits and the possible increased cost impact related to the medical device excise…

Thank you, Steven. So Henry Schein has a robust global footprint that serves the dental, animal health and medical office practitioners. Because of our scale and our reach, as well as our strategic opportunistic acquisitions, we are able to post continued gains as measured by a number of financial metrics. Strong performance among certain customer types, geographies and new product lines helps to offset challenges in other parts of our company. Our first quarter results serve as a prime example of the value of our diversified business model and related portfolio. While we have provided detailed insight into sales performance during the first quarter, keep in mind that every quarter has factors that cause growth to fluctuate. Having said that, the first quarter came in where we expected to perform from an earnings per share perspective, and that's from a company-wide overall consolidated perspective. Let me now provide some specific observations on each of our business units. So on the dental side. Last quarter, there were 2 significant dental trade shows that served to affirm that we have -- what we have been experiencing in terms of dental sentiment and the demand for various product categories in the United States and Canada and European markets. The U.S. dental market has been characterized by consistent patient traffic and fairly stable procedure mix. Our view of the market was echoed at the Chicago Midwinter Meeting in February, where there was a particular interest in our cloud-based Practice Management system, Dentrix Ascend, which we unveiled. The beta version of this new product was introduced actually at the meeting, and we began taking some orders. About a month after the Chicago Midwinter Meeting, the biennial IDS meeting took place in Cologne, Germany over a 5-day period of time. IDS is a very large trade…

[Operator Instructions] Your first question comes from the line of Glen Santangelo with Credit Suisse. Glen J. Santangelo - Crédit Suisse AG, Research Division: I'm just trying to peel back the onion here a little bit in the Dental business. Steve, you called out some of the specifics around the equipment shift, the Easter shift, the 1 less selling day, and I'm just kind of curious if you kind of take out all those individual pieces, could you maybe give us your assessment of kind of where you think the general market is trending, both in terms of volumes, as well as I'm sure there was some price inflation that maybe ultimately aided that group? And Stan, if I heard you correctly, I think you were seemingly suggesting that the dentist office traffic is somewhat stable, so I'm really just trying to get maybe a little bit of a better sense of the organic trends pulling out all the pieces if possible.

Okay, Steven will give you -- translate what I'm about to say into math. But generally, we feel that in North America, in the U.S. in particular, visits to dentists are kind of stable. We're talking about shifts of basis points, so we may find 1 month a little bit up, 1 month a little down, but I think we have to be cautious in assessing this year's volume compared to last because the weather last year was exceptionally good, and this year, we had some regional challenges. So if you take that out, you'd have to make a subjective guess. And from where we're sitting, we think that overall, it looks like the market is relatively stable. And now Steven can translate that into math because, of course, we review this quite intensely.

So as Stanley said, we did a fair amount of analytics on the impact of those 4 items I discussed at the beginning of the conference call. And so first, let me state, there is a little bit of judgment in determining what the impact is, but we feel very confident that it negatively impacted our sales growth by as much as 2 percentage points on a worldwide basis and slightly more than that on a dental basis because we do believe that some of those items are exclusively dental-related, the strong Q4, 22% sales growth in equipment, things like that. So we do believe that it was approximately 2 percentage points to our internal sales growth, Glen. Glen J. Santangelo - Crédit Suisse AG, Research Division: Okay. Maybe if I can just follow up on one question on the debt business -- the Animal Health business. I think by your own measure, you would suggest that the market is probably growing mid-single digits, somewhere in the 4% to 5% range. But yet, Stan, you guys continue to post results that are more than double that market growth, and I think, Steve, if I sort of heard you correctly, I think you seemed to suggest that it was some market share gains in maybe parasiticides, if I heard you correctly. I'm wondering if you could just elaborate a little bit. And I'm kind of curious, were there any sort of mix in the sales going from agency to traditional sales, any sort of onetime things that you think are kind of worth calling out, or is that really, I guess, good organic number for us to be thinking about?

First of all, I think we've covered this several times on these calls. One has to be careful. We are -- with the mix between large animal and companion animal. Yes, we a little bit are in the large animal business, but that's an area we don't really focus on. And so when looking at us compared to general data available in the marketplace, please remember we are focused on the companion animal area with some equine in there. And the large animal had some changes in distribution over the past year or so as competitors left the market. And so take that into account when comparing us to others, number one. Number two, there is -- there was a significant switch to -- in the agency billing relationship, where sales moved from GAAP fully booked sales -- moved to fully booked sales from agency sales. So if you take that into account -- and again, it's very hard to get this perfect -- we believe that our growth, our normalized growth, was about 9%, and we believe that the market is growing somewhere around 4% to 5%, and of course, it's very difficult to get this precise, but we think we're growing at about 2x the market growth, and we believe we are really gaining market share very nicely. Now I don't believe we're going to necessarily continue to grow internally at 9%, but we believe that the market is growing 4% to 5%, and we very much believe that we will continue to gain market share. And by the way, I can make that statement on market share growth with respect to all of our businesses, which I think are well positioned to continue to gain market share. So I think you have to be a little cautious here. The data is not very good, but I think that we are growing at about twice the market and feel very comfortable in sustaining well over market share -- growth rates well ahead of the market at least for the foreseeable future.

Your next question comes from the line of Robert Jones with Goldman Sachs.

Just wanted to actually dive into the medical business a bit. The growth there was really much better than we would have thought, and I was hoping you could maybe spend some time discussing what's going on in the segment and in particular North America, maybe specifically on the share gains you saw and whether or not that was related to recent consolidation in that space. And then I guess just broadly if you could maybe characterize the utilization that you're seeing at the physician office level that'd be helpful.

Sure. So I think you're correctly asking us to focus on the United States because our international medical business is not material relative to the size of Henry Schein at all. So again, this has been covered several times in conference calls, but I'll do it again because I'm sure there are a lot of new shareholders on this call. About half a dozen years ago, we undertook a study to figure out -- to try to figure out internally which way the markets would be heading from a Henry Schein point of view with respect to delivery of health care. We actually -- we undertook 2 studies. One is the methodology for delivery of health care and the second is which areas of the office space practitioner, which specialty areas we should focus in on. And I think the conclusions we reached have paid off very nicely for Henry Schein. We concluded on the delivery side that the concept of multiple locations under common management. The industrialization, if you will, of the office-based practitioner would be something that would be accelerating. It's already started a half dozen years ago, unrelated to the Affordable Act, but related to the way providers were being reimbursed by insurance companies and the like. So economies of scale, economies of competency were important already a half dozen years ago. So we established a group that focused on what we internally call upstream sales. These are these larger enterprises and they're all just a little bit different. Many are outgrowths of IDNs or part of IDNs. Many are large group practices, multi-specialty, single specialty. Many are spread out over large geographies and we have established our health care services group to focus on sales in this area. And we believe that we have very good tools, both systems and computer systems and systems around the computer with the right kind of management and team members to focus on the needs of these newer entities. And we believe that this is growingly being recognized in this marketplace. As it relates to the competition, quite frankly, we are focused on our internal business and we are focused on taking market share and not focused on any one specific distributor. Having said that, I think we are ideally positioned to handle these larger enterprises and one should be careful with where the large volume of business is today, which is primarily the smaller practices and that is migrating to the larger practices. So one has to be careful when assessing who the players are as to determining who is better positioned to go after these larger enterprises. That's number one. And number two is, and we'll go into this in more detail if you want, we are focused on certain specialty areas which we believe we are best suited to service, and these specialty areas have characteristics similar to our dental and Animal Health business.

That's very helpful, Stanley. Just -- and I guess just on utilization, in medical, was the other piece of the question, how would you characterize overall utilization that you're seeing within the physician?

Well, certainly, the first quarter had significant increase in utilization due to the flu and also due to good weather. But quite frankly, yes, utilization is important to us, but what's more important to us is gaining market share in a rapidly changing market, where we believe, really, we have unique supply chain and system capabilities to help these newer entities manage the cost of supplies used by physicians. We're very excited about this business. Of course we're still investing, but the investments we've made over the last half dozen years have paid off very, very handsomely.

That's great. And then, Steven, if I could sneak one in, just you mentioned the tax rate being higher. Maybe a little bit more specifics on what drove the higher tax rate? And then are we still thinking about 30% to 31% for the full year?

Yes, the tax rate was actually lower than last year, and we are thinking that somewhere plus or minus 31% effective tax rate for the balance of the year is in line -- it's down a little bit on a year-over-year basis, but again that's because of certain tax planning initiatives that were put in place. So really not a major change there, but slightly down over the prior year.

Your next question comes from the line of Michael Cherny with ISI Group.

So I wanted to talk a little bit about M&A. You had a great contribution this quarter particularly from the deals you've done in the veterinary side. It seems like recently some of the more large deals have skewed in that front. As you think, particularly heading into 2014, I know, Stan, you talked a lot about your growth in specific specialty areas. Is there any thought to augment your M&A strategy based on where you see the market going, particularly related to the U.S.-driven demand and trying to help, I guess, some of your clients as they deal with the new realities of health care reform, both on the dental and medical side?

So -- good question. Our pipeline for M&A remains quite full. Of course, I could've made that statement each year over the last 17 years. We focused on a careful balance between internal growth and acquisition growth. Can't tell you if and when any deals will close. But in all 3 of our verticals, we are focused on important strategic acquisitions, not necessarily large in size, some are in size, but most importantly on ways in which we can augment either our geographical presence or our product offering presence. As it relates to the change in delivery of health care, on the dental side, I think we have been very well positioned to service the dental management -- the DMOs, the dental management organizations. For -- I think we started our group in that area 17 years or 18 years ago -- this was before we went public -- and have done very well in servicing these large groups. Now there's always competition, of course, but I think our systems, with huge investment and our know-how in this group is quite extensive so I don't think any acquisition will impact us there. As it relates to the medical world, yes, there are ways in which we can expand our footprint, but the investment that we've made in the systems required by these newer enterprises, investments in terms of software and people is what's going to drive the growth over there. Of course, there's always opportunity over there to add some more tonnage through our structure, and that is -- of course, it pays off in terms of driving more volume through a relatively fixed-cost infrastructure. But I think we're well positioned. We will continue to make additions to expand our geography and product offerings as we did in the diagnostic arena in the last couple of years, but actually, nothing that we need to do to address the needs of the changing delivery network system.

Great and then just one question on IDS. So you mentioned the impact it had relating to equipment purchasing in the international market in the quarter. Obviously, a very, very busy show; your booth was packed to the gills. Can you maybe compare the interest that you saw out of IDS and some of your tools from the ones from your partners over there versus previous IDS shows, what that means in terms of how quickly you expect that to convert over to potential orders?

I think we can expect very similar patterns to the patterns we expected 2 years ago. Our backlog in Germany is quite reasonable and we expect to execute on that in the third and fourth quarter. As it relates to the competition, gosh, I don't know specifically whether they had good shows or not, but I think we got our fair share of business. I think our philosophy of focusing on high tech both in terms of scanners for the X-ray market and in the CAD/CAM area, both in the dentist office and in the lab office, is paying off, and I think that IDS helps give us credibility in that area. The whole area of changes in the dynamics in dentistry through digitalization is a very exciting area. I think we advanced nicely at the Chicago Midwinter show and IDS. We expect to gain very nicely in the fall shows in the U.S. So I think that IDS was very helpful to us from a sales point of view and of course, from a branding point of view.

Your next question comes from the line of Steven Valiquette with UBS.

On dental, you mentioned you did a lot of careful studying of those various factors that impacted the results. And I don't want to get too granular in all that stuff. And really, I'm just trying to figure out, if you think about those in terms of size and magnitude of the impact, which of the -- I guess, which single factor had the biggest revenue and earnings impact on the overall income statement in the quarter? This is, again, on dental in particular. I mean I'm guessing it was the IDS timing, but if it was one of the other factors like either the pull-forward of sales into the fourth quarter or the timing of the holidays, I'd be curious to hear that, but if there's one that stood out as the biggest impact, I would be curious to kind of hear more about that.

Well, you have to break it down into equipment, consumables and geography. And I think you pointed the impacts correctly. If you take equipment in North America, we had a 22% growth, internal growth, in the fourth quarter of last year. We've cautioned everybody on our call, 22% growth in equipment in North America, it's just not sustainable. So it was obvious that we pulled sales from the first quarter, maybe even from the second quarter, into the fourth quarter, primarily related to the 2 tax issues that people thought would change. I will say that low-cost financing -- not that we have anything special, but the interest rates are pretty low right now is good for the equipment environment in general. But I would say that on the -- in the North America side, the equipment change was significant. Also on the consumables side, yes, in North America, the weather was very good and the Easter days, I think, are something that needs to be taken into account and that's important. As it relates to Europe, I would have to say IDS had the biggest impact on German equipment sales, but also, I would have to point out to the fact that the economy in Italy, we pointed this out last call, is deteriorating and we did experience some deterioration in a couple of other markets in Europe, a little bit in Australia. But overall, those are the big trends, I would say.

Okay. But it sounds like just given the size of North American Dental versus international, that maybe the -- that pull-forward is maybe one of the bigger, if not the biggest factor on the equipment, it sounds like. So...

I would say, yes, it had to -- I mean, I think everyone knows the dental market for equipment in North America is growing somewhere in the single digits, high-single digits, mid-single digits depending on which part of the market you're in. So 22% growth, 3.5x or 3x the market growth is not something sustainable.

And are you going to stick with your policy of not really commenting on the current quarter for any improvement now that we're kind of mid-May?

I will leave that up to Steven, who's the best [indiscernible].

So I don't want to give specifics. We do have an overall stronger equipment backlog on a worldwide basis, so that really lends itself to the IDS comments, which really is weighted towards international. We do think just on your earlier question, Steve, on the consumables, the biggest factor was the timing of holidays, Easter, Passover, Good Friday. All of those holidays negatively impacted Q1 and for the most part, reversed in Q2. But I just need to point out because if you look at all of our business units, dental, medical and Animal Health, all had slight declines in the international markets. And there are certain macroeconomic factors in Europe that are continuing to have an impact in our markets. We think we're doing better than the market, but it really means -- doing better is down less than what the markets are on an average basis.

Your next question comes from the line of Jon Block from Stifel, Nicolaus. Jonathan D. Block - Stifel, Nicolaus & Co., Inc., Research Division: Maybe just a first one on dental market share. And if I could push you a little bit there, I think you alluded to the -- that you believe you continue to take share here in the U.S. We've done some work which shows that the regionals or locals might be a little bit more sticky in terms of share than they've been in the past. And Stanley, maybe you could talk to how the environment was when you and Patterson were 50% in the market versus 60% or 70% today? And the share that you're taking, is it easier? Is it more difficult? What resides with the local guys, is that more loyal as we're in a price-sensitive environment?

I think the local players -- I mean generally, it is 1 or 2 that are particularly strong, but if you x those out, I think they are, in fact, losing market share as a group. And it's very difficult to comment on a specific quarter. I think one should be very careful with that. But overall, the big movements in the markets on the equipment side relate to technology, and I think the smaller companies just don't have the breadth of technological products, whether it's software, whether it's CAD/CAM, sensors, the 3D opportunities and more importantly, connecting them all together. So I think they have a challenge. I'm not going to say that they cannot service individual products and undercut us on price, but I don't think price has ever been the big issue in the U.S. dental market. We keep a very careful eye on those dentists that view price as important. And periodically, there are items such as gloves -- the glove category is going through some price compression now. But -- and we have promotions in certain markets in the different brands to compete in that area. But I would not say that, that's really the biggest challenge. So I don't think the smaller distributors really have an opportunity to compete effectively in the technological race that is going to become even more important as we move from manual impressions to fully digitalized chairside or laboratory impressions and the whole prosthetics arena tying into implants. I just don't think that, that's going to be where the race is going to be won, and I think that the luster of the smaller distributors as a group has been tarnished over the last decade or so. Jonathan D. Block - Stifel, Nicolaus & Co., Inc., Research Division: Perfect, very helpful. And just a follow-up, if you can just talk to the North American consumable number of, I think, you said, Steve, 1.3% was very similar to the 0.9% in the fourth quarter. I know there's a bunch of moving parts, but didn't you tack on another 1% or 2% on price from the med device tax? So when you talk to a stable environment, is it just you've got to factor that in but then also take out 1 to 2 less selling days? Can you clarify that? And lastly, just on the cash flow, it looks like stock comp came down for the second consecutive quarter. So is that just at a lower run rate when we look forward?

Okay. So on your first question, the patient traffic and the comment on stable U.S. dental market is really after you exclude the less selling days and the timing of the holidays because obviously, if you have less selling days that's going to impact. But when you normalize for that, we think the market is stable. And again, if as much as 2 percentage points growth was impacted by these timing differences, it really shows, I think, that those price increases, related to medical device excise tax, are for the most part being passed through by all of the players. With respect to stock comp, stock comp was down a bit the last couple of quarters. There is a little bit of ebbs and flows there because the way our comp program works, it's based on financial results. So if financial results come in higher, the comp goes up a little bit. They come in lower, it goes down a little bit. But I do think it's really going to be at these similar levels going forward, maybe it'll tick up a little bit during the year.

Your next question comes from the line of Jeff Johnson with Robert Baird. Jeffrey D. Johnson - Robert W. Baird & Co. Incorporated, Research Division: Steve, I was wondering if I could follow up on your last answer there just on the pricing side. There's been a little confusion out there, I think, over the last few weeks since you guys did some marketing meetings on whether or not price increases being passed through from the manufacturers are sticking. Everything I've heard is that they have been, but I think some investors may have heard that they weren't sticking. Just want to make sure we're on the same page here that for the most part, I think you said, those price increases are sticking or -- and would you quantify them, kind of as you roll everything together, around 100 basis points positive or so or how would you think about that?

Well, so, first, let me just provide a little detail because price increases that we get from our suppliers, there is no separate price increase for medical device excise tax. So if a manufacturer increases their prices 3%, you don't know how much of it is normal price increases for raw materials and other reasons or medical device excise tax. But the analysis that we did at the end of the year and beginning of Q1 was that the price increases on average were greater than prior years and were more broad-based. So we saw more suppliers having higher price increases than in prior years. So that's why we believe that for the most part, and it's a generalization, that those price increases have been sticking. From our perspective, while we always discount a certain amount off of our published pricing, really, there was not any major change in our discount level versus our published pricing. So that's what leads us to believe that the pass-through was, generally speaking, continuing on medical device excise tax. Jeffrey D. Johnson - Robert W. Baird & Co. Incorporated, Research Division: All right. That's helpful. And then, Stanley, I'd love to get your opinion. I know we've discussed this in the past, but you've been selling E4D here for a number of years. You recently added the 3M product and maybe some others down the road on the in-office CAD/CAM side. Just would be interested to hear again kind of your updated thoughts on where you think that in-office CAD/CAM market goes over the next year or 2, especially in North America. Do we see price points come down aggressively? Do dentists start looking at the lower-priced systems? Do they stay buying the higher-priced systems? Is there a pause in the market as they evaluate? Just how do you see it playing out?

Yes, Jeff. What I think you can safely bet on is that the market is going to have a lot of players. There are 3 major component parts to CAD/CAM. One is the scanner, one is the software and the third one is the mill. On the software, one of our people counted about 200 systems at IDS. Obviously, they're not all going to make it, but there's a lot of new systems -- a lot of new scanners that are going to come out and they will be brought to market in different ways. Sold through distribution like us, handed free of charge by laboratories to customers, and included in a full CAD/CAM system, chairside system that may be sold by 1 or 2 or perhaps now 3 -- or 4, actually, manufacturers. So there's a lot of changes in that side. There will be fewer software companies and lots of milling units that will be available in the marketplace. And how this will all play out we don't know, but what we do know is dentistry is moving rapidly in this direction and there will be greater use of scanned prosthetic capturing devices leading to significant changes in the laboratory environment, where products will be milled digitally rather than only manually. And there will be a lot of activity going on in the office as well. At Henry Schein, we are committed to what we call an open architecture. So we are committed to working with best-in-practice and software and hardware, and our goal is to come up with the best solution, integrated solution, for the scanner, the software and the mill, all tying out to an open architecture with materials and, of course, implants and related activities that are revolving around the implant from a prosthetic point of view. Very exciting. We have many, many definite initiatives going on at Henry Schein, all related to our global prosthetics initiative, and we believe we will continue to grow our business in this area, and a greater amount of our sales will be related to this newer technology on the dental side and in the dental lab arena.

Your final question comes from the line of John Kreger with William Blair. John Kreger - William Blair & Company L.L.C., Research Division: Stan, are you by chance seeing any signs of increased seasonality of demand in the U.S. dental market? We're certainly seeing that in broader health care. Curious if you're seeing any of that spill into dental.

When you say seasonal, you mean related to the... John Kreger - William Blair & Company L.L.C., Research Division: The resetting of health insurance deductibles. So people tend to go to their providers in the fourth quarter and then not so much in the first quarter.

It's possible that there is some of that. I've heard a little bit about that from some of the people in organized dentistry. But I don't believe there's any formal data available. I do believe that some larger companies and maybe midsized companies, change their whole medical insurance programs to limit any exposure that might kick in, in 2014 or allow for greater flexibility and therefore, in that context, may have changed elements of dental. So that may have had some impact on visits to dentists in the fourth quarter versus the first, but there's no hard data that I've seen. John Kreger - William Blair & Company L.L.C., Research Division: Great. And then just one last one, can you give us an update on how your various specialty businesses are doing in dental compared to the general restorative lines?

Yes. Of course, the biggest part of our business is in the implant arena, and the biggest part of our implant business is the Camlog business in Germany, which did quite well, actually, in the first quarter. We took market share, and we actually grew quite nicely in that marketplace. And so I would say on the implant side, a big part of our business, at least from a sales point of view is in Europe and Germany, and we did quite well. I think on the endodontic side, we also are stable to growing depending on which market, and on the orthodontic side, it's not material to Henry Schein at all. Okay. I think we're being told by Carolynne that we should end our call. Thank you for your interest. Again, I think you can tell by the tone from Steven and myself that we are quite optimistic about our strategies and the state of the business. I think we'll continue to make progress in each of our 3 verticals: dental, medical, Animal Health, as well as in our Practice Solutions, Value-Added Services and financial services group. So I think the strategies are there and we're making good progress. I think we have invested very nicely in those businesses and particularly in management and in the team, and the morale in the company is very high. And I think overall, that's reflective in the good performance. Steven reiterated and so did I guidance for the full year, so at this point in time, we still remain quite confident that we will deliver on the guidance range. The markets are solid with some challenges in the international arena, but I think we will continue to grow market share even in those markets. So thank you very much for your interest today. If you have any further questions, please contact Steven or Carolynne at (631) 843-5500, Carolynne Borders or Steve Paladino, and they can put you through to either one of them. So thank you very much, and look forward to speaking with you in 90 days.

This concludes today's conference call. You may now disconnect.