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They face supply-chain disruptions amid the global shortage in semiconductors

That the data out this morning showed in fact that the u.s. is slowing as well. that's the big fear. that the u.s. is going to import weakness from the rest of the world. >> neil: you have to wonder if that is the case that all of a sudden we're hoping to score a trade deal with the chinese but wouldn't that be a kick if we don't get the bang from the buck because they're melting? >> no. we're still very inflated from the rest of the world. it's hard to extrapolate from apple -- >> neil: what did you think of that, blaming china or what? >> if you look at smart phone sales around the world or ...