Dell is outperforming us. We're doing better than Compaq, but we're hanging in there. We're trying to make sure in this business we're not losing a lot of money, ... It's not hurting us economically, it's not impacting our earnings per share, but we're not doing what Dell is doing in the industry.
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We're seeing people planning for next year around the world to begin to take up spending in IT, ... We haven't seen that in the past couple of years. That's modest growth, but still, it's better than people reducing their spending.
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IBM had a good quarter. It showed the strength of our business model across hardware, software and services.
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