adam klein is with us as well.e big technology -- not twitter or facebook -- are they going to be part of your world as well in 2014? the infrastructure, servers, and all of that stuff? >> advertising technology, there will be a lot of activity in that area. >> the infrastructure of your world has got to happen. within that, how do you play adam klein's world? >> i think you need a broad-based selection of technology stocks. tech is a huge -- it captures all kinds of things. the hardware, the software. even in the world you are talking about, unrelated to so many other parts. i think you just need a wide swath of them because that is where we are going to get some more spending. whether it be from the consumer or corporate sector. my theme for this year is a little less fear and a little more confidence. that is good news for spending. >> that is what the ceo of cisco is saying at ces -- look at the infrastructure play, we are well-positioned to run the pipe and manage the networks and the linkages. >> the macro pi