>> i think emulating mark hurd, there is nothing wrong with that. mark has proven that has been a great strategy and stream lining and running things more efficiently and running on execution. we think those things can be replicat replicated. we are not sure if they doll it the same, but if she gets it half right, this is a $35 stock. in terms of the pc business, part of their thing is that people are losing share to apple. that's one of the reasons why we are under performing on dell. they have 70% exposure. for hp, it's about 30% of the company. that is going to continue to face challenges. windows 8 should help out somewhat. that's more than the second half. >> a lot of people have talked about meg whitman cleaning up the company and getting ready for the sale. what are your thoughts on that. maybe ibm? >> this is a rather large company. we are talking about $120 billion in revenue what people are forecasting. that's with a guide down. not sure who the logical buyer would be. there is speculation around samsung taking pieces of it. we are not sur