We're looking for 41 cents. We're pretty much in line with consensus. Looking for the company's revenues to grow in the mid-to-high 20 percent range. The longer-term issue here is going to be the guidance and what they talk about in the call.

Microsoft's response is not at all unexpected. We continue to believe that a breakup of this company is arbitrary, given the increasingly blurred line between application and operating systems. We believe that the company should win on appeal.

This business is atrophying. When you look at Microsoft's dominance in the software industry, it's the dominance of the desktop world. And that is not the future; it's very much the past.