The near term out of these companies is shaky. It's the forecast for higher growth in the second half that is really bringing markets higher today. People are seeing a little light at the end of the tunnel.

The utilities are really breaking down today [Tuesday]. They were seen as a safe haven play and now you have people worrying about dividends being cut across the board.

Whatever they do, they're going to improve on it next year. I'm excited to see their growth.

Overall, the size of the Unix installed base appears to be flattening because of slowing unit volume growth and recent migration efforts within the worldwide Unix installed base. On a unit basis, Windows becomes the top migration platform overall, with 45 percent of these migrating footprints. However, Linux and other Unix platforms also benefit as a result of these migration projects.

Today, there are only a handful of tiny countries who aren't basically starting on a track of an unbelievable growth in their need for using more oil.

This could be a chance to inflect that growth rate upward. But it's a challenge for Microsoft to overcome the perception that older versions of these products are good enough.