We continue to believe Fairchild is an early stage restructuring story with the most gross margin leverage in the group.

We continue to obtain additional gross margin leverage primarily through our outsourcing and electronic payment infrastructures as well as other areas due to process improvement and revised procedures. Also positively impacting our gross margins is the continued decrease in hardware revenues as a percentage of total revenue.

A lot of the bear case about Sun is that they'd never be able to recoup their gross margin.

Oracle continues to be a margin expansion story and we expect that trend to continue this quarter. We expect the increased operating leverage to come in the form of lower sales and marketing expenses.

Very strong on the revenue side, less strong ... on the gross margin side. But given the yields they're getting in their desktop products, and presumably in their mobile products as well ... my model would suggest that their gross margins are going to come in higher than their guidance.

This group feels that they are particularly hard hit and that they don't have much leverage.