The No. 1 concern is merchandise -- they gotta fix the merchandise. They gotta get people to think the merchandise is cool again.

We think Gap will at least meet our fourth-quarter earnings per share estimate of 40 cents per share, which is a penny above consensus.

The main concern on electronics was disk drives... This was very significant.

Look at the results of (Chico's) same-store sales. They keep posting incredible numbers year after year. Passport keeps growing and it gets people coming into stores.

They're just hitting on all cylinders.

I'm not surprised they had good results.. The stores were packed during the holidays and even on Dec. 26 when everyone else was having sales, Coach was selling full-price and the stores were full of people.