1.) Improved margins, up 3.5 points. 2.) Improved revenue and profit guidance. 3.) Japan bump. 4.) 40% of our free cash flow allocated to dividends. 5.) Continued stock buy-backs. 6.) Here comes Romley, Sandy Bridge for servers. 7.) PC business for all non-netbook products is running double digit growth. 8.) 22-nanometer process technology remains on track for high-volume production in the second half. 9.) Cloud, data center and server business continues to ramp. 10.) Mac Airs, Mac Airs and more Mac Airs. 11.) Sandy Bridge processors appear in sub-$400 notebooks. 12.) Capex spending increased by 500 million, partially for 7nm. 13.) Mac Air/Pro Hybrid coming out in time for the holidays.