There is concern over the quality of the earnings, over how they got there.

Coke might have to resolve this issue through additional compensation to the bottlers or other structural changes.

restructuring and reorganization plans don't seem to be fully completed yet.

The guidance is slightly more conservative than our estimate.

The stocks have taken a hit over the last couple of days. Once [plaintiff's attorney Stanley] Rosenblatt asked the jury for $150 billion, we believed the jury was going to give him that.

I think Pepsi is in a great situation. Pepsi could get this done at $90 per share now and really generate some shareholder value.