. >> >> the bull case, to play dlifl's advocate, expectations for the watch are so low that it will surprise side. but there will in fact be capital return that will be at least in line with what analysts are expecting. so either a buyback or a dividend increase. and we will get first weekend sales of the watch. and they will be decent. >> you know, i think the watch actually could be a big surprise to the up side. i mean, if anybody is going to sell an electronic digital watch and do so successfully, i think maybe the only company around that would be able to pull that off is apple. so if there's -- anybody is going to sell one of these wearables as successful, they're probably going to be the one to succeed and show everybody else how it's done and playing catchup as they always are. the other thing i would point out, with 5% free cash flow yield, there is a lot to support the stock here, even if they disappoint in terms of returning cash. at the bottom of that stock, that's what you're looking at. there's $178 billion there right now on a market cap with $780 billion bucks. and by the end