The Dell machine rolls on, ... The business is not just common desktop PCs anymore, which is the brutal part of the market. The mix is good.

Companies are increasingly looking abroad to spur innovation and build new markets. In today's competitive environment, business can't be held hostage by the 'not invented here' syndrome.

They essentially are the MP3 market.

They held Mac shipments and even increased it slightly year over year in the midst of an architectural change without having to cut prices.

The fact that they didn't have a decline and they didn't have to discount, it means the transition is going very well. It's not proving to be a problem so far.

It may not be the sort of caffeinated growth rates we've seen, but it still was a good performance. They've gone from being a computer company to a consumer electronics company.