do you think energy is bottomed?il we start to see money really flow out of those favorites like apple and going into energy i don't think you can -- everything else is just tradeable at this point. keep it on a short leash. dump it if it breaks nine dollars to the downside. >>> will gold ever regain its place as the ultimate safe haven play? here what our folks have to say, next. this hot dog cart and set it up someplace." so my parents went to bank of america. they met with the branch manager and they said, "look, we've got this little hot dog cart, and it's on a really good corner. let's see if we can buy the property." and the branch manager said, "all right, i will take a chance with the two of you." and we've been loyal to bank of america for the last 71 years. >>> welcome back to halftime. time for fast fire. as you know our traders are fast but sometimes they get burned. take a listen to what our own steve cortez said about the home builders just last week. >> last week i covered all my shorts except for xhb.

bottom 7 6-2, 10th strikeout of the game. gio goes seven innings, allows one hit and two earned runs. top 8, bryce harper, you know the rest and that pitcher former nat livan hernandez, this one over the .390 mark, fourth home run. the nats sweep the braves with a 7-2 victory. >>> a patriotic fan in st. louis, cardinals looking to avoid a sweep in philly, no score bottom of the 1st. roy halladay passing yadier molina, holliday forced to leave the game due to a are so shoulder. cards defeat the phils 8-3. >>> it's now official, orioles fans. center fielder adam jones will be a bird at least another six years. he signed a 6 year $85.5 million deal keeping him in carpal city through 2018. he leads the team in home runs and r.b.i.s. here he is. >> i'd like to give huge thanks to the angelos family. they're the owners. none of this could have been made possible without them. i'm here six more years and couldn't be happier. there's a bigger goal here, i believe, and that's winning games. that's the ultimate reason why i signed on i

pretty close to bottom. i came out side the downside was minimal. i came out said you had to start buying. i didn't say it was done, it was minimal. i had put together the doomsday scenario, a model where i thought the market would go in case the worst was at hand, including not a great recession but honest to goodness depression. bottoms up, i tallied all of the members of the dow jones average and presumed every single financial would go to zero including bank of america, general electric, yep, people consider this a financial because of its capital division even though is shrunk, citigroup and morgan. on top of that i took into account caterpillar and gm and added in alcoa, all dire assumptions to say the least. even under the ghastly conditions i still couldn't see a low that took us down significantly from where prices already were. from the moment i made that call there were people telling me i was crazy and i had no idea what i was talking about. [ boos ] but a month later with the do you 1500 points higher, these people were still there, sti

here's the bottom line.ow you can tell what the big boys at the wall street fashion show want to see in a quarter. and you won't make the confused assumption as the press often does that the headline earnings per share number is all that matters. the company's ability to deliver better than expected sales, which then turns into a better bottom line counts for a whole lot more. i need to start with ron in north carolina. ron? >> caller: ron. good evening, jim. thanks for taking my call. >> absolutely. what's on your mind? >> caller: boo-yah. >> boo-yah. >> caller: i have a question, sir. the multiple ipos that some companies are issuing, does that diminish the common stock price? >> the ipo sets the common stock price. you mean the secondary? >> caller: yeah. >> secondary tend to press because the stock will shoot up and then the brokers do is soften it. they announce could be a secondary, then the secondary, the stock trades down, down, down, and boom they slap it on and often times it's a buy of a lifetime.

he is absolutely dominating here with two out in the bottom of the seventh inning. hawk: he pitched a game against us a couple of years ago in kansas city that we had absolutely no chance. 2-1. that ball hit well. stay narrow. stay fair. it won't. didn't miss by much, but by enough. steve: that one hugged the line a long time before finally hooking in front of the pole. he is yelling get foul. it worked. hawk: he just missed that one. he got a cookie on a breaking ball. pops it up. escobar fighting that rain, stays with it and hauls it in. a inning, and we go to the eighth -- a 1-2-3 inning and we go to the eighth. [ male announcer ] one taste of the new cherry berry chiller and you won't be able to pull yourself away. ♪ ♪ so we created "chiller talk." ♪ ♪ made with 100% fruit juice with natural flavors blended with ice. bringing together the natural sweetness of cherry and raspberry, for an ice-cold twist on fruit juice. here for a limited time only. new mccafé cherry berry chiller at mcdonald's. the simple joy of keepin' it cool. ♪ ♪ hawk: it is still a 3-0 kansas

they create the bottom. growth guys, top. value guys, bottom. figure out the risk.d to consider where the value guys will start buying on the way down. you got to think where even the most bullish of growth guys will start their -- >> sell, sell, sell! >> when asked, i usually boil the risk reward down to something quick and dirty, like five up, three down. but how do i get there? how can you know where growth money managers will start selling? >> sell, sell, sell. >> and where the value guys will finally start? >> buy, buy, buy! >> to do that, you need some insight into how they think. i have been both. i've changed my stripes accordingly. requires you to know an esoteric piece of wall street lingo. it's growth at a reasonable price, aka garp. growth at a reasonable price. when we talk about growth at a reasonable price, that's not a subjective criteria. it's a method of analyzing stocks that i first read about from peter lynch, the great money manager up at fidelity. it's comparing a stock's growth rate to its price-to-earnings multiple. growth rate, p/e multiple.

here is the bottom line. yes, investing isn't easy, but it doesn't have to be mystifying. you just need to learn the language. know the difference between cyclical and secular. regular the sector rotation when you see one, and always stay diversified. jason in new york, jason? >> caller: hi, jim, how are you doing? this is me jason from harlem. >> good to have you on the show. >> caller: thanks for being here. when investing in international stocks or etfs, do you evaluate them like you would u.s. companies? >> yes, provided, and that is a great question, jason, provided they sell at what is known as a -- provided they have adrs. you need american depository receipts. why? i need to be able to come theriault s.e.c. filings with ours. if they don't have s.e.c. filings, i absolutely don't even think about them. jason, they're too hard, they're too opaque. if they have adrs, i'll make the compares and we'll be fine. steve in california. steve? >> caller: hey, jim! boo-yah california in los angeles to you. >> man

temperatures will bottom out today but not bad at all. after this warm-up right towards mother's day weekend. 60s out towards the coast line, more on the weekend forecast including mother's day, coming up. >> the roadways are off to a good start as far as accidents go. caltrans is very busy this morning working on 880. still pretty quiet as you take a live look near the colosseum. roadwork along highway 70 near the summit. back to you. >> today is bike to work day and people aren't courage to commute on their bike >> elizabeth joins us near the golden gate bridge to explain how organizers are promoting the event. do you have your bike out there? >> no. we came here in a truck this morning but it is a pretty cool view. we're near the north tower and this is supposed to be one of the largest bike to work days ever. we are at one of 200 energizer stations around the bay area. they have ginger ale, later on this morning they will have coffee and bagels to support of the bike riders that they expect to come through. earlier this week we caught

here is the bottom line. in a sell-off there, will be stocks that have clear reasons for going lower, and once that just get sold along with everything else. the first are broken companies. avoid them at all costs, please. the second group are broken stocks and that's where you want to buy be doing your buying. let's go to patrick in arizona, please. patrick. >> caller: booyah, jim, from the arizona cardinals and sun devils. >> good to have you on the show. how can i help you, sir? >> caller: we talk about down turns, weaknesses, corrections. bottom line, when is a good time to buy the stock when you say this stock is a good -- right. >> caller: get a good pullback. how do you recognize the anatomy of a pullback or when to buy that stock? >> all right, all right. i think one of the things i like to look at, when a stock is in bull market mode and the fundamentals going in good shape. it led a pullback 5%. that's my rule of thumb, that's -- hard and fast? no. 5% to 8%, where fundamentals are good. secondarily,

in the bottom of the fourth inning, beltre hit a two-run homer to right. that gave the rangers all they'd need behind the pitching of darvish who pitched 7 2/3 innings, striking out seven and giving up just one run. the final, rangers, 4, a's, 1. >>> in anaheim, bottom of the third, angels fans got what they've been looking for. albert pujols smashed a three-run homer to deep center field for a 4-2 lead over the white sox. vernon wells followed that with a two-run shot to left in the

>> bottom line, no.e closest ones that you have, archer daniels has a long-term earnings record, ten years positive earns, the same thing is true for chubb. >> what about chubb? it fit our criteria, great balance sheet, high end. >> and generating lots of cash. >> is that a possibility? >> it's a possibility. but it's still not priced right and the growth of the company is still very very small for it. so in the end, it is not likely to be a viable candidate. >> who do you think he should buy? >> well, i have a model based upon my best interpretation of everybody who's read, written about warren buffett's strategy, and that's the book "buffettology" and that's had a great record since i've been following it. based upon that model, it likes general dynamics. general dynamics has had ten years of great earns. market cap about $24 billion, so approximately in the right price range. some slightly smaller firms, fastenal corporation, make -- laboratory equipment, services. >> we've got to leave it there, john

today i believe is the bottom.as a reuters story that ran on friday night that they have hired goldman sacks to explore a sale and there were a number of interested parties. i think it will get sold. >> dgit. the first move tomorrow when we come back. stay tuned. it's very important to understand how math and science kind of makes the world work. in high school, i had a physics teacher by the name of mr. davies. he made physics more than theoretical, he made it real for me. we built a guitar, we did things with electronics and mother boards. that's where the interest in engineering came from. so now, as an engineer, i have a career that speaks to that passion. thank you, mr. davies.

most of the triple bottom line and up with something like this. if the commission wants to get more we can do something and that is something we should discuss. one of the difficulties of this chart is that you need to stare at it for a while. if you have a number on the bottom, it makes you stop thinking. the process drives a conclusion without appreciating the elements that are in it. >> [inaudible] >> if you stare really hard or drink the wrong thing. >> i think it's important to point out to the public that when you say a retreat, as people think we're going to a country club or some fancy place. but we are having their retreat where? >> usually attach a city facility. >> maybe we shouldn't call it a retreat. >> and offsite meeting. >> off site workshop. >> the taxpayers think we're wasting money and we are not. >> >> it is typically a 1 day meeting and a workshop setting usually at a city facility and is open to the public. >> we tend to go into much greater detail on two or three issues and try to engage the commission so we can set our annu

oz: just eat away, get to the bottom stop. >> exactly. just leave the bottom crust.'t pull your fork or spoon through it. dr. oz: look at this. use this restaurant super cheat will save you -- 150 calories. just saved us about 600 calories in simple things. >> saved me in my years of eating out of not gaining pounds and pounds. i am so grateful for these secrets that i've learned. dr. oz: i'll start with the hard bread. my favorite. thank you very much. up next, in case you missed it my special bonus tips. three simple ways to cut calories. [ applause ] [ laughs ] what's wrong with him? he thinks you're naked. it just looks like my milk chocolate is showing. only a fool would think i'd actually show up naked. so it's that kind of party...hit it! ♪ i'm sexy and i know it ♪ look at that body and enjoying it less and less? stop paying for second best. upgrade to verizon fios tv, internet and phone for just $89.99 a month guaranteed for two years with a two-year agreement. act now and we'll add a special bonus: $250 back. but hurry, this offer ends june 2nd. unlike cable

there it is, that's his bottom foot. smoothes it down and helps it from getting all wrinkled. >> you don't put your coat on like that? >> with your foot? no. >> i wonder if all his buddies got jealous. >> or if they made fun of him because the coat is paisley. >> it is kind of feminine. >> it fits him well, know. >> he does kind of have the '70s hairdo, doesn't he? >> he looks like a '70s rock producer. >> his shirt is all the way open to show his chest. >> i can see him slapping the bass. >> is he in the monkees? >> no. >>> an intense fight all caught on go pro camera. >> accept it between two robots. >> see if the fire blowing bought or the ax chopper comes [ male announcer ] does your cable company keep charging you more... and more... and more? stop paying so much for second best. upgrade to verizon fios tv, internet and phone for just $99.99 a month, guaranteed for two years with no annual contract required. unlike cable, fios is a 100% fiber-optic network that delivers america's fastest, most consistent, most relia

red sox will have the bottom third of their order coming up the bottom of the ninth against rodney. you would think it would be rodney, unless the rays get a bunch here. zobrist draws a one-out walk. here are the poll results from the twitter. who has the best ken rosenthal nerd outfit? it was easily bow tie price. you think it's because he towers over the other two? >> brian: i don't know, but that's a landslide victory. >> dick: speaking of victories, you wonder how luke scott feels. scott driving in the go-ahead run. there's ken rosenthal. you know, i personally don't think ken rosenthal is that much of a nerd. i don't know why they have to use that phrase in relation to ken. ken, i'm just kidding, you know that. >> ken: dick, my family thinks i'm a nerd. it's okay. i'm all good. >> dick: joe maddon, he couldn't wait. he paid homage to you, having his entire team wear bow ties. he knows how much you've done for charity in that respect. 1-0 the count to luke scott. and the throw actually hit zobrist and bounded away. not far enough for an advance. luke scott, who was hit by the pi

in the bottom of that baggie or on the top? top. bottom. on the bottom. and if that air is expanded, what happens to its density? less dense. so a greater density air from below will push on that pocket of air harder than the air above, and it will be buoyed, right? it should go up, up, up, up. but, you know, we can understand this from another point of view, and that's thinking small. and let's think small. you got one molecule. and let's suppose that molecule is hot and it stays hot. to say that one molecule is hot is to say it's moving around faster than the molecules around it. now, here's a thought experiment. if you have a molecule that moves faster than all the others and you better go here-- [makes sound] ain't gonna hit all these other atoms, right? it's gonna hit. why would it start to migrate upward? you know it would. before you know it, it will keep going up, up, up, up and all this hits, hits, hits. it keeps going up, up, up. it doesn't go down, it only goes up. doesn't only go up, but on the average it goes up. can you be thinking of a reas

you always carry the memory of the bottom and fear of the bottom.nd when you start going to the bottom, it's panic. there are people who can't stand the panic. what happens then is that they begin to develop some kind of technique to keep out of that hole. once they do that, it's finished. they never go any further. they're done. what i want to do is get rid of this oil. and i'm ready to paint, but i'm not going to because i don't have the faintest idea what to do now. it's not in my head to do anything. i can't just go and move a brush around. i have to have a beginning. i don't want to just use models, figures. i just want to have some reason. and the beginning is adam and eve and a tree and a serpent and a garden, and that's enough, see. except that pat didn't like that kind of biblical con-- you know. and she said, "don't use adam and eve and creation. just say, 'you and me.'" and i liked that very much. i almost got that, didn't i, pat? passlof: yes. i can see just what i can do, and i could almost see the right thing to do. it wouldn't take mu

there it is, that's his bottom foot. it smoothes it down and helps it from getting all wrinkled. >> you don't put your coat on like that? >> with your foot? no. >> i wonder if all his buddies got jealous. >> or if they made fun of him because the coat is paisley. >> it is kind of feminine. >> it fits him well, know. >> he does kind of have the '70s hairdo, doesn't he? >> he looks like a '70s rock producer. >> his shirt is all the way open to show his chest. >> i can see him slapping the bass. >> is he in the monkees? >> no. >>> an intense fight all caught on go pro camera. >> accept it between two robots. >> see if the fire blowing bought or the ax chopper comes out on top. >>> with all these videos we see on "right this minute" we always say it's unbelievable nobody gets hurt, right? white honda is of course drifting and there's a huge crowd. >> there's always a big crowd of people in the worst possible place. >> well, keep a close eye on this guy right here. did you see that? it goes by so fast. here, i'll slow it down

>> the question is -- there are a lot of grassroots bottom-up activity, sharing resources, but there are also opportunities to take macro approaches like public transportation, for instance, and how we can get some of those opportunities going. >> i will take this. i think that is a really good question. i think there is a role both bottom-up and top down, and i think it is a conversation we're going to have in the working group to get these ideas that are coming from our community and from leaders in the space. there are so many ideas we may not be hearing. we are inviting all of you with some of these great ideas. i think it is the first set. obviously, it will not be easy to make some of these changes, but being part of the dialogue is very important. >> i would check out mesh labs, which looks at that pretty closely. who else? ok. >> [inaudible] i know a little bit about the cars and trucks, but i understand there might be some legislation that creates opportunity for people who make food in their own kitchens. is that just a rumor? >> hopefully, all of you heard that question. l

bottom line, the stock is a clear leader.t's done better than its peers. >> what do you think, mark? the stock itself has just grown, getting back to the highs from last year at the ipo euphoria. do you expect the fundamentals to continue longer term? >> we're expecting to beat estimates after the close and for numbers to go higher. i think any number of 184 million or higher or guidance of 210 million or higher will keep the stock moving. we're going to need to see good fundamental results for the stock to keep working higher. >> mark newton, mark may, thank you both for joining us. >> thank you. >> we'll have nose numbers for you on linkedin coming up after the bell. >>> about 30 minutes left in the trading session. the dow jones industrial average is off of the lows. down 52 points. could this year be an anomaly to the sell in may theory? sell in may and go away is the strategy. coming up, two guests who don't sell but stay in the markets right here, because they will turn higher. we will show you how to make money doing t

bottom. the bottom. here's your four-degree water down here. what takes its place? beginning with a t. - 10. - 10. by now, it's february, okay? get the idea? honey, we're gonna need a long winter to get to that lake. but now it's march. how much time do we have? we get--the thing, you get the idea. [laugh] what happened at four, honey? by now, it's may. people, it's may, we're running out of winter. you can't get a deep, deep lake to get all four degrees. before you can get any three-degree water, never mind zero. what are you gonna turn the whole lake to? four. and let's suppose we have like a big meteor hit or something and we get, like, no sunshine for about four or five years then we'd get something like this. you keep doing the same thing and pretty soon, after a couple of years of that, then it would all be four. honey, that's a lot of energy taken away by that cold wind. when you get the whole lake four degrees celsius, then and only then, that's the first three-degree water that lake has seen, gang. does it stay there or does it sink? it stays there because

there it is, that's his bottom foot. it smoothes it down and helps it from getting all wrinkled. >> you don't put your coat on like that? >> with your foot? no. >> i wonder if all his buddies got jealous. >> or if they made fun of him because the coat is paisley. >> it is kind of feminine. >> it fits him well, know. >> he does kind of have the '70s hairdo, doesn't he? >> he looks like a '70s rock producer. >> his shirt is all the way open to show his chest. >> i can see him slapping the bass. >> is he in the monkees? >> no. >>> an intense fight all caught on go pro camera. >> accept it between two robots. >> see if the fire blowing bought or the ax chopper comes out on top. never in my lifetime did i think i could walk 60 miles in 3 days. if my mom can fight and beat breast cancer, i can walk 60 miles. (woman) the fund-raising was the easiest part. people were very giving. complete strangers wanting to help. i knew someday i was gonna do this walk. if i can do this, you definitely can do this. we can do this. we can all

and they have to look out for their bottom line.nd the bottom line is, you can save 80 percent on health care coverage and pay the penalty you are going to do that. >> the key to keeping good employees is that it provides good benefits. >> i am surprised to see tone yetide suckered. they were surveyed and they would have to hurt their employees to do this. you notice one thing they didn't and them. whether they were planing to kick them in the health care system. none of them are thinking about it >> that is it 15,000. and say you are a ceo of a company what do you do? the company spends 11,000. and that is nine thousand. the money will be spent and the obama administration will hope that clamping down on these costs and what you will have is clamp down and supply will dry up. it better be repealed. we heard you tell us how the pipe line will drive down pump prices. how this mom could turn down the heat over the tanning salon burn . not in this economy. we also have zero free time, and my dad moving in. so we went to fidelity. we lo

harper and zimmerman, bottom of the ninth.ff-speed pitch, up the middle, to his right, robert andino, 1 out. >> nice play by andino. lombardozzi can run. he gets over there, makes the play. watch him, as quick as he can, if he makes a good, strong throw, he is going to get him. lombardozzi on his eighth pitch on the 1-2 count, fouling a lot of pitches off. johnson with the overhand hook. lombardozzi almost with an in-field knock. >> bryce harper, hot shot right at flaherty. that's why you put a guy in for defense. two outs. >> when you get in the game on defense, the ball will find you, whatever position you get put into, the ball's coming your way. nice play. >> baltimore orioles are trying to win their fifth game in a row and go 13 games over500 here. there is nothing flukey about what they are doing in the american league east and interleague play so far. >> a formula from the earl weaver of baltimore. >> ryan zimmerman, 1-3 career against johnson, trying to pump strikes and get the orioles right out of here. zimmerman, 2-4

bottom half of the 12th inning. top of the order due up for boston. ♪ ♪ ♪ [ male announcer ] virtual wallet can help you be that person who's good with money. see what's free to spend. move money with a slide. save with a shake. feel good about your decisions. >>> this will be the sixth reliever used by the orioles. good job by kevin gregg. >> real good job. and matt lindstrom that has done a real good job you can see the strike out per inning not a lot of walks. so he will come in and back to back days and pitch for the or yam -- orioles. again hard thrower. >> gary: we go to the bottom half of the 12th inning. aviles will lead it off. two hits in the ball game. 2-5 game and hitting at .264. lindstrom. strike one. the orioles bull pen may have given up one run but they have been effective. both of these pens have. that will go to short. hardy there. it's hard to believe that jj hardy had shoulder problems and had to get a cortisone shot the way he has recovered. american league's best shortstop. 30 home runs. the m

that's the bottom line. whether it's fast or slow, it's going down. >> primarily military leaders will tell you that their expectation is that there's several hundred potentially significant reductions, you know, $300, some suggest, more to come, it's just that they want to do it on their terms and not have it shoved down their throat. >> i think that's what will happen, but it'll only happen in the context of a bigger agreement. >> i want to give todd an opportunity here. >> the other thing too is even if sequestration does happen, it can be reversed by congress >> so it's not an all-or- nothing game here. it could be a temporarily sequestration. >> that's the deal. everybody voted for this deal to 7.imx0 billion, hang another couple hundred billion over your head in order to -- >> right. that's why everybody doesn't like it. normally in a 4kdv doesn't like something, it doesn't happen. i think in the end gordon is probably right, it probably doesn't happen. >> and that deal that was carved last year was re

bottom of the 16th, still tied. first base man, went 0-8 pitching for the first time, with a runner on, drives to the gap. tries to score, wow, relay home is in time. going to the 17th. top of the 17th. mcdonald on the mound. jones with two on. drives it to deep left. who is pitching in this game? game winning three-run homerun. 9-6in 17 to improve to a major league best 19-9. >>> if you and i had been there, we would be pitching. >> so far the caps' fortunes in postseason was accounted for by -- caps never trailed. first time since 2010 the trio scored in the same game. caps coming off a heartbreaking trip overtime loss in game three, couldn't have come at a better time. game five tomorrow in new york. >> go in there with momentum here and play simple. you have to play ugly and keep the momentum on your side by doing that. could set ourselves up for a good opportunity. all we have to do is give ourselves a chance, really. >> we went to boston and played a good game on the road in game five. we'll draw on that exper

nonskid on the bottom.down to the smallest and you get all 5 and built-in measurements on the inside. they are etched onto the inside of the bowl.notice what the chef is doing and he does not have a towel under here. must quit the towel and spin it into a circle and lay the ball on top of that. -- bowl. but that is not necessary with these balls. bowls. vam making a whip cream. i can use these spatulas. c13 and put a strawberry on top. >>host: 3 p-set spatula set is also available 10 black red, green and blue. this is $59.95 to get the entire set of mixing bowls. they are nesting balls. -- bowls. perfectly flat when you receive them.-- the orange is going very fast and also comes in green red, black and blue. we have300 in each color. >>guest: wonderful gift. i can make a vinaigrette with one hand and i am adding my herbs at the same time. and i will add some a guyot. pinwheel will make an emulsified dressing right in here and to be able to do this our wish i had had this and culinary school. do other thing

what has put the children at the bottom? one in 16 women die in pregnancy. the typical grow only receives two years of -- four years of education. at the 10 countries at the bottom of the index, seven are facing chronic malnutrition and a food crisis. >> this makes me so sad to not be able to feed my children because i am the mother. that is what they're facing mouth. they don't have enough to feed their children. >> -- tops the list of the best place to be a mother. after two years at the bottom, afghanistan has moved up one position partly because it has invested in more front-line help workers. save the children says that supporting more mothers to breast fin -- to breast feed could save many lives each year. >> in israel, pressure is mounting to recruit a controversial separation barrier from an agent palestinian village with a unique agricultural system. israel says the barrier saves lives and they are determined only by security considerations. we report from the west bank village was lies in the path of the separation. >> water, water everywhere. in a

this may actually be the bottom for hp. just -- i'm not sure where one gets the confidence to see that, because, again, it looks to me like it's the same old thing. >> i mean, how would you then take a look at -- i think most of the street expected after what dell delivered, or didn't deliver, depending on how you look at it, that hp was going to probably come in with something negative. so let's switch the conversation relative to dell. are you more negative on dell? does it seem to be dell-specific issues that it is having, especially in spaces and the company mentions it in its own commentary that they're choosing not to be in areas where consumers are moving to. >> right. i think the same pressures are impacting both companies, dell and hp, and i think both of them are kind of struggling to figure out how they can offset pc erosion with higher value-added businesses. i actually tend to think that dell is probably doing a better job of that in some ways. for one thing, dell has a stronger balance sheet. so they're making