We're talking about a company that's in transition on all fronts.

For a company like DreamWorks, one big disappointment can have a big negative impact on performance.

I would be very surprised, given the box office slate, if we won't see positive comps for them in the third quarter.

The big revenue drivers this year are the 'X-Men' movie and 'Curious George'. They're very optimistic.

When you're competing with such bigger companies and trying to fight so many battles, you're still a small fish in every large pond. You can be successful maybe in one pond or two but not on all fronts.

But more than a lack of guidance is a lack of communication, really,