Oh boy, we are selling our Microsoft (MSFT Quote).

The guidance is none too good. They are really taking analysts down. It is a major downbeat call. PC growth has slowed. The Street has to come down to 15% growth. This was a big miss and it will get bigger. The company is very cautious.

I have never heard this company talk down earnings before. The worst it's ever said is that it would keep its numbers the same. Analysts were told to take a nickel out of their numbers; that is the most expensive nickel in history.

Can't be optimistic about this one. Not at all. Analysts seem stunned. Terrible transition and terrible timing for Mister Softee, I am afraid.