a.b. mendez joins us to talk more about the amazon/whole foods deal. he's portfolio manager with frost investment advisers, good to see you, a.b. >> good to be here, sue. >> let me start first of all with what you think about this deal. >> the criticism you hear is that it will be diluted or negative for amazon's margin. while whole foods has lower margins, it will actually replace some capex, some investments that amazon has been making and would continue to make, and could also be synergistic to revenues. there are a number of different ways to talk about where they could increase the revenues of the combined business. >> let me turn you to the walmart angle which courtney reagan just left off on. amazon prime and whole foods, those are kind of the same kinds of customers. so that maybe is a parallel. but if amazon is able to squeeze suppliers and lower prices enough at whole foods, do you think they present a threat to a walmart? >> you know, honestly, i don't think they present a threat. but