Key is revenue. If they miss revenue again, things will be very ugly after Oct. 28th. Gross margin 36.5% to 37% doesn't make much difference. Official guidance for revenue is 34b to 37b. Consensus estimate right now is 36.76 billion. Before Apple's 8-k filing, it was lower. But since Apple said it'll be "near" the top of their guided range, the expectation went up. So I hope revenue will at least be 36.76 billion. But between 36.76 - 37, there isn't much wiggle room, so I'm somewhat worried.