let's talk more about this with sophie lund-yates. so sophie, you heard eunice's report this is a key part of the world for apple. does this mean apple is possibly doomed to a supply constrained holiday shopping season? >> hi, yes i know we are sick of hearing this word. unprecedented set of circumstances. there are a couple of things playing and quite concerned with the january results that we will be getting firstly, the weakening of the consumer spending power. particularly in the u.s. that's a problem on its own. you look at the supply problems and by some estimates, it is looking up to 5% of iphone sales will be affected which will have, you know, a relatively big impact in terms of whether i would say the quarter is doomed, i don't think so i think it is going to be dented and difficult and it will be disappointing. i don't think we are looking at a total derailment of the quarter. certainly the stock levels of iphones at retailers is low. that will hurt the top line. i don't think we'rie seeing derailment >> sophie, is this a de