because it's not the ninjas and the kawasakis and the rest this is, you know, a big american-made cycle, triumph, the big british one and so forth that's competition, but how could you say i'm going to eat the entire amount of this? >> it's worse than that because they're not even raising prices to the dealers typically, you'll squeeze the dealers a little bit they're eating it all. that's with this company uniquely about how precarious their situation is if they have no pricing power whatsoever. >> and only 15% of revenues. i don't understand - >> growth. >> it's growth, but you're protecting 15% of your revenues and you're taking a 20% hit on your profit? >> it's razy >> let's get to another big mover. carnival cruise on pace for its worst day in more than six years after cutting guidance seema mody has the details >> that's right. an ugly day for carnival shares after they cut their yearly outlook due to higher fuel prices, a stronger dollar and signs of weakness in the caribbean. carnival has a home port in san juan, puerto rico. there's also interesting comments from arnold donald