since we're talking about software, should mention again, satya nadella, the ceo of microsoft and ryan roslansky of linkedin with us on "techcheck" on thursday. >> look forward to that. >>> let's get over to mike santoli looking at another divergence, this one between caution and the so-called crazy. >> crazy is subjective, but i think it is fair to say that the market has been running on parallel tracks. on the one hand, you have a relatively methodical, orderly rotation in the market, pricing in, a bit of a downscaling of near term economic recovery strength and going back growth direction. this is six months banks versus technology. very reflective of the kinds of relatively harmonic types of rotations we have seen all year. makes all kinds of sense the s&p remained in the smooth up trend strategists for their part, relatively kind of restrained in their projected upside for the s&p 500 right now. they're saying expect some volatility in the short-term they're saying we have some kind of a reset of expectations to me, that's the cautious piece that is surrounding the core of the market what m