The good news is that Apple is pretty stable, but that's also the bad news. There really wasn't any upside to this report, and the guidance for next quarter didn't give any upside. You're not going to see a lot of estimates go up tomorrow.

James Poyner

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That would be a dramatic religious reorientation of the company. That's what they need to do. That's their only hope of arresting their market decline.

— James Poyner

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Particularly with the market as shaky as it is, all you have to do in the tech sector is say 'boo' to get everyone running.

— James Poyner

Pretty much this is it. It's pretty much no news is good news. I don't know if there's anything we have to do after this.

— Charles Mixson

The market was at pretty lofty levels and needed good news to stay at those levels and we didn't get it.

— Alan De Rose

They are reducing capacity, so that could be good news for some European companies and pretty much in line with our models.