The more cyclical stocks, like entertainment, have been hit hard.

There are still legitimate concerns filling out the product palate. It's a bit of a one-trick pony.

[Apple] is becoming an entertainment company, not a computer company,

This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions, ... They're walking a line, trying to please both sides (content companies and consumers) at the same time.

This is definitely being driven by Microsoft's desire to position Windows as a home entertainment hub, and to do that they have to make some concessions. They're walking a line, trying to please both sides (content companies and consumers) at the same time.

What you're seeing is the gay media and entertainment economy blossoming.