my guests are dana telsey, ceo of the telsey advisory group and kimberly palmer, senior money editor at u.s. news. good to have you on the programs, lady. thank you so much for joining us. >> thanks for having us. >> dana, what do you think? do retail verse the reason to be optimistic this year? >> i think things are going to be better this holiday season than they were last holiday season. we certainly know that the first two weeks of december did well. this black friday that we just had, i think that also is a very good indicator. it's ant important day. retailers were prepared. >> kim, consumers did cut back significantly in '08 and last year as well. you think they'll be spending as well in 2010? >> yes. people are actually ready to have a little fun. that's why we're seeing some of these affordable luxuries really taking off, things like ereaders, and 3-d television. even jewelry. people are ready to spend a little bit. >> so they're looking at technology, dana. what else do you they'll be buying? >> ipads. our office is filled with people who want ipads, have ipads. i'm seeing i