mainframe out, one week sales of that in the quarter, if that's a big seller, you get more of that icnext quarter. when does it balance out, when do you see revenue growth. when do some acquisitions and strategy shifts create a trajectory investors can follow. >> ibm has a specific company story. given this theme out of earnings about the macro backdrop, how companies are navigating slowing global growth, union pacific, honeywell, for example, is this something that plays or factors into ibm as well >> has to. a big part of ibm's business that's not growing much is more traditional it stack if spending slows into the beginning of 2020 as people expect, that's what's going to be reflected in areas like global technology services, analysts pointing out this quarter germany and uk but you can see these things crop up here and there, if overall there are issues >> all right meantime, perhaps most important element of the u.s./china trade fight that isn't getting as much as it deserves, rare earths. brian? >> reporter: here's why, i am going to ask you deeply personal questions. are you rea