. >> i feel like marvin lewis here. i guess i'm the straight guy again. in any event when they launch the iphone 5 more broadly they had 3 million units sold over a period of five days in multiple countries. here we are in one country. so the question is, number one, that couldn't have been your estimates, because apple didn't tell you that, and in your reanalysis, and number two, if they do sign the deal with china mobile, what's that do to your estimates and your outlook on the stock? >> so two things. one, yes, i think that 2 million unit number is good, and i think the language apple uses in the press release makes that very clear. with respect to china mobile, you have to look at it a couple of ways. apple already sells units on the china mobile network, just not officially through the network. people who are subscribers of china mobile already buy iphones, i think that's very clear in china mobile's numbers. you're really talking the increment above that should they sign up china mobile. it's meaningful. they could theoretically have a lot of upside