we can probably agree if there were a miss it wouldn't be much, maybe even same as analyst's estimates. What kind of haircut would we see from here? Used to be 50% on high fliers. I think VMW would retreat to somewhere near 80 on day 1 and then slide to low 70's where it would hang for a bit. What would be reasonable forward (not rear) P/E? 20, 25,30?