. >> susie: joining us now for more analysis on these numbers, david garrity, tech analyst at his own firm, gva research. hi, david. what is your take on these huge numbers from apple? >> i think what we saw in the december quarter from apple was obviously a very strong outpouring of sympathy from apple owners from steve jobs passing away, but also very enthusiastic response with respect to the iphone 4s. >> susie: the question now is can apple top that performance? apple is expected to come out with a new version of its ipad and iphone this year. will those still be big growth drivers? >> it's going to be a big growth driver in terms of apple, the iphone 4s being introduced in china in january 2012. the march quarter will see the benefit of that. obviously, china is the 20% market for apple. >> susie: you have a hold on the stock, and tom reported the stock after hours hit a new record high, $460, up 10%. is it that you feel that there's not much more upside here? what's your take on the stock? >> our thinking is that the december quarter was to some extent baked in the cake, obvious

david garrity is principal at gva research. he joins us from the nasdaq. david, it's great to see you. we've got to start with the size abandon earnings miss at google. the stock closed down at 639 in the regular serks down around 577 afterhours. is this a hiccup in its quarterly performance or something more sustainable tow worry about? >> well, i mean, the question for google is its exposure in terms of overseas markets. the price per click that the company realized was something of a disappointment. expect had been the pricing would improve in the quarter and it looked as if price per:00 fell about 8%, primarily due to weakness in europe and to the extent google has this exposure and to the extent europe isn't going to turn around quickly this might be something google has to work its way through. >> tom: how about any growth on the android side of the market, in that area, which has been seen for a future growth perhaps in the years ahead? >> android adoption remains very strong and it's, obviously, important for google because google wants to be as si