He notes that the company has been seeing strength across the board, with particular solid demand in Europe and in the U.S. government business.

FORBES: Red Hat Raises Guidance; Street Wants Higher Margins

It's a dominant consumer products franchise with a history of steady growth and rock-solid financial strength.

FORBES: Magazine Article

Similarly, even after Revis's departure to Tampa Bay, cornerback already was a rare position that could be called a strength for the Jets, with Pro Bowl selection Antonio Cromartie and solid nickel corners in Ellis Lankster and Isaiah Trufant.

WSJ: Jets Get a QB, But Remain on Defensive

Amid a string of positive economic data, including a strong jobs report for September, solid auto sales and ISM numbers, the strength of the retail sales number contrasts starkly with the weakness exhibited by consumer sentiment.

FORBES: Big Miss On Consumer Sentiment But Barclays Raises Q3 GDP To 2.5%