once again avnet nailed it.may be one of the biggest calls we've ever had in terms of "mad money." the stock went down falling 23 cents. avnet has given you a 32% gain since our first interview with the ceo. this company has been so consistently accurate in its forecast. let's talk to the ceo to dig deeper. welcome back to "mad money." >> hello, jim. glad to be here. >> when you were here last you said the industry correction nearing an end, you said it happened with an jup tick and everyone else disagreed and so woe is me. you're sticking by that. >> eewe were very pleased the w the quarter came in. we'll share what we see in the spirit of the brad based customer base we represent. >> i'm trying to figure out how europe is weak. had you a level of profitability in europe that was extraordinary. how does that happen? >> the real big pickup was in our computer business in europe. it's been below long-range targets for quite a while. we stressed we were going to build that up. they were up 36 sequentially when you