What Are Your Expectations Going Into Tomorrow?

There's no incentive for either company to be aggressive about forward guidance. They're going to get a pass. If I'm Tim Cook, basically what I want to do is come out and affirm what they've already said - that services are slowing somewhat. Nobody will fall out of their chair. But if you affirm that, shareholders should be okay. This is another company that's probably hired too many people. We know that there's a freeze, not just in fulfillment and shipping,. There's a freeze at AWS, which I think may have caught some people off guard this week. It really defies any kind of logic that you would apply in advance.