It's just a combination of a good solid quarter and some pretty solid guidance going forward.

Dell reaffirmed their guidance for the third quarter, but gave no guidance going forward. They also said that industry growth for the third quarter was going to be worse than expected.

These were pretty decent numbers overall. There was some concern over the sales numbers, but revenue also was strong for the quarter. There doesn't appear to be any letdowns here.

Amazon looked pretty strong on sales although gross margins and operating expense were somewhat lower than expected.

With myself coming back, we always have a pretty good combination so hopefully we can reignite that.

The TV segment should be pretty good, and they had a really solid upfront, which is going to govern much of next year. They start out with a nice lead.