The first is, as I've said before, I think there was some cannibalizations of new Macs by iPads. We shipped a record 9.2 million iPads during the quarter, which is over two times the number of Macs shipped. And it's clear that some customers chose to purchase iPad instead of new Mac, but the think that really excites us is that more customers chose to buy an iPad than a Windows PC.

The second one is, I think some customers have delayed purchase until Lion becomes available. We are launching Lion tomorrow. And we're looking forward to getting Lion out, it's a fantastic product the guys have worked very, very hard on it. It's really a revolutionary change.

The third thing that I wouldn't discount is, in the year-ago quarter, we launched new MacBook Pros. In this particular quarter we launched new iMacs. Both products were well received, however the MacBook Pro makes up the majority of the units that we sell in the Mac area. And so obviously, if you change the MacBook Pro and it's well received, it's going to make the comp more difficult to compare to.

So those are the three things that I think are primarily why the number isn't more than it is, but I don't want to lose sight that it's already five times the industry, and this is 21st consecutive quarter that we've beat the market.