Jon,

Couldn't have asked for more. As you know by now, they raised guidance, announced $5 billion buyback, have $1.26 billion in backorders. What's not to like? Oh, and helped by wariness about buying Heiwei (sp?) equipment. I think you finally got some shares called away, lol. My expy is Dec. 21st. Had bought 500 sh. @ $33, wrote them for strike $33 with almost a $2 premiuim. They should get taken next week, I'd guess.

Happily, the thesis of buy the options bump near earnings remains intact.