Margins and revenue were better than feared. Inventories did go up as we expected but they basically are not far off from where they were last year.

We were previously looking for revenue of $16.1 million and earnings per share of one cent. Weak demand for PCs and flat-panel displays were cited as the culprits.

So far, the cracks in the housing market are not that great, but with inventories skyrocketing, that may not last long.

The margins on the mini are far higher than the shuffle, so if the mini steals sales, it's to Apple's benefit.

It's weaker than expected due to the decline of inventories, but final demand is quite strong. Basically, it's a strong report despite the weak headline number. Consumption and all domestic demand is firm. Exports are also strong, showing that demand is quite balanced.

It was far more prevalent than we expected, certainly during the daytime.