Gil, re sequential growth. I think they will get it. As you mention, Best Buys sales increased in October over September, and I think they will continue to increase in the holiday season. They have a lot more product in a lot more stores, and according to the cc, everything is going well there.
But what they also stated, was that October was their best month for on-line sales ever.
The retail environment sucks, but gadgets for phones are still hot - super hot among kids. I think they will be big sellers this season.
best.