again the fablet. it's uncomfortable for me. but the screen is clearly where they're going. china mobile is not part of the plan. that should have been part of the plan. that would put more pressure on gross margin. i don't see any development there. >> would you be more excited if they came out with a bigger phone or a cheaper phone. >> i'd be happy with a cheaper phone. >> to me, it's meaningless, it's all the same to me. but pete was talk being about the bigger phone being morphining full to him. >> the fablet. that's a ph. >> i think it gives something for the bulls to chew on. i think it gives something for the bears. and i wouldn't be surprised to be upgrades and downgrades. >> let's get to the trading. >> what apple means is that this market's going higher. let's get that on the table. we like consumption stocks, like starbucks and nike. >> that's assuming that people will be willing to look through q through guidance. >> i always assume the market knows something. and the reality is somebody knew this market was going to be better than horrific. i want to be short co