The company hasn't disappointed at all.
I'm not sure that the problem is with technology.
Assuming the problems are no worse than what we've seen to date, you can make a case for a recovery. But that's a higher risk than we're willing to take.
Bed Bath and Beyond has the cleanest outlook with the fewest question marks. It is a unique retailer that's done extremely well on execution.
In this environment people are scared. When there's smoke you just run.
The two companies are similar, but Symantec has been a more consistent performer. I just do not have a high degree of confidence in Network Associates.