Their guidance being overly conservative for next quarter, that's what's causing the most chaos in the shares today. People want a little more explanation of why they're giving such conservative guidance.

Given that we are still in early 2006, the 2007 guidance is likely to be conservative with higher-than-2006 airplane deliveries, better margins at both [Boeing Commercial Airplanes] and [Integrated Defense Systems], strong cash flow, but low single-digit top line growth for its defense business.

I wouldn't read too much into the guidance. They have always been somewhat conservative and are probably saving something for their analyst meeting.

DuPont beat consensus handily and raised their full year guidance. People were just taking some profits today.

Although we had anticipated tepid guidance, the company was far more conservative than we anticipated. The company projected April quarter revenue in the range of $14.2 billion to $14.6 billion, with earnings of 39 cents to 41 cents per share. This was below our previous revenue and earnings estimates of $14.6 billion and 41 cents per share.

This is at the high end of management's guidance of high 40s growth, but still quite conservative relative to the 14 percent sequential growth Sun has averaged in the past five fiscal second quarters.