soars. ibm falling after missing revenue expectations. this while apple, google, amazon, continue to outperform. amazon and google hitting a new high in the session. guy adami, what do you make of this disparity between the old and the new? >> ibm is ibm, specifically. steve has talked about them. the eps, a lot of it was a different tax. their tax bracket got ratcheted down. this is as lousy, i think, a quarter as the lost couple that we've seen, which have been equally lousy. it's a big revenue miss by them. yes, they're moving into the cloud. yes, i think they will be successful at a certain point. but this is a huge company. ibm doesn't turn on a dime. to think it was going to happen on this quarter, to me didn't make sense. >> people are becoming complacent about ibm's ability to post double-digit growth here. here it is slowing down. >> one of the big problems is a secular issue. if you look at the growth