plus, record profits and a stock gain, so some shareholders wants totrip jamie dimon of his chairmanitle. what are they thinking? more "money" coming at you. dennis: it is the talk of the tech toda it's yahooaking a billion dollars mistake buying up tumblr? hoping to turn the users io ad viewing, revenueenerating maches. a company that had a $13 million in revenu last year, how cant be worth over a billion dollars? let's bring in the experts. let's start with you. my expernce with you, and often hate most everything, yet this deal actually has an upside, let's hear it. >> first of all i think a billion dollars in silicicon valley isn't what it used to be. it seems like a lot of money, but maybe not. i think tumblr had a chance to become the number three platform that matters. facebook, twitter, and no clear number three. what is even cooler autumblr it is youngnd cool when people are looking to uimate social networks, tumblr is one that the young, cool kids want to be. dennis: is yahoo operating from strength or out of desperation and weakne? >> tumblr mac yahoo missed the social med