They report all of the time. We just got some bounce in the group. It could really hurt if it were taken back. Cisco fails here. I don't know why it should, but Cisco is too important to go back to where it was after it reported that beautiful quarter.
Retail stays soft.
I can't emphasize how important it is that retail sales do a little firming. Auto sales, too. Lots of companies won't make their numbers if these trends keep up. Handsets, which are no longer ramping, actually go down from here because of sluggish consumer spending. I doubt it, but it is the Achilles heel of this tape.