The answer, of course is that they probably can't, and this is why suspicions about just what is going on are starting to be raised.
SHOOT: I'm also of the opinion that 2010 will be the year when the penny drops. Why? Because 2009 was all about denial and absorbing what slack remained, what credit and delusions remained. In 2010 room to breathe will run out and cuts will be to the bone.