We already assume we have competitive products. But then there's our top line revenue, margin expenses, cost structure, and if we manage those right, we will yield greater (profit) margins.

Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

Publishers are already stretched thin to some extent developing for new products like PlayStation (and) developing for the Nintendo 'Dolphin,'

I don’t want other companies, I want this one,' insisted Seidelmeyer. 'I want all of their revenue and none of their people.'

'None of their people?' echoed Feretti. 'That’s good margin.

The top line hasn't knocked your socks off, but certainly they've been good at controlling expenses.

AOL was a little light on the top line but made it up on the cost line. There were no surprises based on what we heard on Jan. 7.