We believe Microsoft will be hurt by weakness in the...

We believe Microsoft will be hurt by weakness in the consumer PC space, which represents roughly 10-15 percent of its business. As we have said, the shift to browser-based computing is slowing the need for upgrades, and perhaps the more sophisticated gaming platforms are removing the need for homes to have the latest high performance PC's. As a result, corporate PC's will have to pick up the slack in the next quarter.