the trade, but then you look at a borg warner which we've been talking about ad infinitum forever. not that they're into smart cars but as the world gets greener bwa wins. thank you, mercedes-benz. and smart car. >> thank you. all right. final trade right after this. >> land o'lakes. d# 1-800-345-2550 if it was up to me?

trade more along the lines of a j&j or coca-cola in terms of it being a larger safer kind of company -- >> because of the services side. >> they're a little more diversified here. let's check in with cnbc's silicon valley bureau chief jim goldman. jim, you've been on the conference call, about 33 minutes in right now. what is the latest you're hearing? >> you know, the interesting thing, you guys are hitting on some of the key points, but you wonder if the company's gross margins may have been a little squeamish because you're thinking maybe if gross margins were better the company would have been able to increase its full-year eps a little more, and that's what's going to come up in the q & a part of this conference call. did gross margins sink to a level where 11.20 could have been 11.25 or 11.30? are the problems the company is seeing operationally to meet that gross margins miss going to continue on into the second, third, and fourth quarter? that's sort of what i'll be watching...