All of the company's business lines have put in a solid performance. But there might be some disappointment that this did not affect the bottom line more.

A lot of things were happening with our customers. Our business, performance management, becomes a customer loyalty issue.

For a company like DreamWorks, one big disappointment can have a big negative impact on performance.

By and large, we're not going to be hoping for great things from Microsoft, because Xbox wasn't a blowout this year and it doesn't look like PCs were a blowout.

People are getting are little antsy. Spending for technology is going to be very product specific and very choppy.

It's not that tech earnings are specifically weak, but some investors just got a little ahead of themselves as far as where earnings estimates were going to go.