The upside in the semiconductors didn't happen. Some people were expecting it given the strong handset sales in the Christmas season.

People are still concerned with Christmas sales. We get mixed reports. We're not going to have all the final data on retail sales, but we'll have an indication of who did well.

The season's busiest days occurred on Dec. 12 and 13, but we've seen continued sales momentum as Christmas neared.

It's going to come down to how sales are pre-Christmas, what we hear from the retail sector, ... I would expect next week, while remaining positive, to have not as robust a move as we saw this week.

Nokia and Motorola are running away with it and taking share at the expense of everyone else.

They have told us that they really don't care if they invest a lot in one quarter and don't make our numbers. This is proof that they really don't care.