Probably a kid fresh out of graduate school. His thought that AAPL will not even grow with their markets in q2 is absurd. They did $39.2B last q2, so even 20% growth would be $47B. With the iPhone launch and iPad Mini launch so late in q4 in many countries, including China, and market share increased in the U.S. iPhone market, the Chinese New Year and all data showing they are retaining 80% market share in tablets, it's just plain stupid to suggest $41B in q2. Now, who knows how conservative Cook will choose to be in his guidance though.