Shell is such a long turnaround story that BP looks a less risky bet.

Shell dictated the whole story.

We view Chartered as a turnaround story.

If you were betting, it would be unwise to bet on anything less than 25 years.

We don't see any turnaround. We're not at a bottom, and it's going to take a couple [of] quarters, ... From that perspective, we think Cisco's guidance was right on.

Toymakers are bringing back proven hits because it's less risky than betting on something new,