The numbers were OK, but there were no surprises for the upside and we are seeing profit taking after the run up we saw earlier this week.

There won't be surprises on the upside. The market will be resilient, though profit-taking will continue on Chinese equities.

The biggest challenge is to convince investors that this is a company that can produce consistent top-line and earnings growth.

On the revenue side, we are pleasantly surprised. Issues continue to be the losses that come primarily from the flat rate, unlimited Internet access and the consolidation of their international assets.

At this point, there are no surprises. This seems normal. As long as the field is 100 yards, I think we should be OK.

The level of competition surprises me here because of the amount of resources that have been depleted from the company.