we have mike holland, david goldman and michael farr. michael, i don't care about third-quarter earnings. that is so yesterday's news. i can't stand it. that is just so yesterday's news. it's boring. it's nothing. maybe the guidance has something to say. but the economy is not in bad shape. the economy is not in bad recessionary shape and a political revolution is coming and i want to get your take. after you get through taking profits, michael, what happens next? do you buy them back? >> i think you do a little bit, larry. i think there's certainly time to take some off the table. i'm glad we don't have to pay attention to third-quarter earnings. i've been sweating that. but 2% gdp growth after you get to an almost 10% deficit spend of $3 trillion out of deficit stimulus, it's not robust growth. what happens in this election is important. clearly people have to get out and vote. what's going to happen on this groundwork and infrastructure of our economy over the next four years is going to be crucial for future generations. >>. no, it's

the question, michael farr, since you thoen stock already, would you buy more with this selloff?e to get more news, and i'd like more detail, but from what i've seen so far, i would buy more. it's a reason priced multiple. it's a strong swimmer in a rough sea of technology right now. rough economic sea underlying what's going on. i think there's still money to be paid here for the long term. >> warren myers, what was going on today in terms of the donnelley post? google blaming donnelley for this mess-up. >> you know, obviously they got beaten down off the original news. it's come back a little bit. by all accounts, it's a small subsidiary of the company. it's not surprising that there was a little selloff based on that initial news. the bigger issue to me, though, is the tech earnings and numbers we've sneeen in the last couple days. that's a bigger consequence. they've been in a strong leadership area for quite a while. if this is the beginning of a trend, that's troubling to me. >> ibm disappointed. intel disappointed. microsoft is out after the close. the estimate is 56 cents