I just viewed the Sep presentation the company gave. Very interesting, solid company. Here's the link.

http://files.shareholder.com/downloads/T...

Interesting point: A 1% change in utilization ≈$4.2 million in pre-tax income. So when business starts picking up, we'll see a nice pop. Utilization dropped from about 95% in 2008 to about 88% currently. Hopefully earnings release will shed some light.