that update. a scoop on apple, apple will start selling macs using its own apple design chips starting next year. mark, not good news for intel. what does this mean? >> thank you for having me. the earlier discussions -- this could be one of the contributing factors to intel stock being down most of the day as much as 2% with the rest of the market. biggest not the customers for intel processors. apple switching away from intel processors tells you everything you need to know about the status of the intel cpu business. apple feels like they found a better replacement. it is significant from that perspective, for sure. emily: how long do you expect the transition to take?