now for more on the cloud computing, let's bring in john freedman john, thank you for being here i ranumbers. let's do something simple. do you believe cloud computing is closely tied to the 10-year >> thanks for having me. you in the short-term within a couple of quarters -- i have seen situations like this before you know, what i always do is go back to the fundamentals and see who has pricing power as your previous guest mentioned who has -- who is the beneficiary of the big migration from, you know, of legacy to the cloud? the reality is in terms of reve revenue, it is 40% done. there is a long way to go. we think it will cross the 50% mark in 2024 the point is there is a lot of legs to the trend. you know, a number of different buckets of beneficiaries >> a lot of legs to the trend. the migration to cloud is something that everybody can agree on also the recent geopolitical tensions raising the need for cybersecurity. the move to the cloud makes that less expensive why don't investors see the same narrative? we are all familiar with the term the cloud and more of our lives moving