plus we have ken herbert on boeing's bounce back and julia boorstin on at&t having a big day.the broad markets. it's been a comeback for the overall market a big comeback for microsoft after the guidance was disappointing. the sequential declines in azure growth is the overall feeling that earnings could be worse if we're talking about a weaker economic environment? >> certainly that's one of the takeaways, along with the fact that the market did do a lot of work on the downside coming into this earnings season we've been aware that consensus was coming down. i also would just try to read the tape itself and get a feel for how people did not come into this year being particularly bullish and being positioned for good things. the market acts in a way as if people are willing to reload on risk and buy dips. now, part of this is january stuff. part of this is a lot of stuff overshot to the down side in december it's getting some relief today so you want to be aware of not declaring victory and saying the bull market is back on just because of all this. but a lot of the signals ar