cable market, they have agreed to purchase cable ismunications, altice androlled by patrick drawdy thishis first venture into the u.s. cable market. those are your top stories. to the closing bell, cory johnson is here with me on set with bloomberg intelligence joy.st, david you have put some numbers into your model. what stood out to you? cory: so many things were interesting. deposit in sann francisco on fremont street. from operations was strong, they said that in the press release, but they recognize a lot more deferred revenue than they have in the past, which was a big boost their. the thing that really gets me with this release here is that it starts to answer may be most important question about salesforce, which is -- why do they have to spend so much money on marketing? one year ago in this fiscal first-quarter they spent 52% of revenue on marketing. think of it as the gas pedal to drive revenues. if they jam the pedal to the metal at 52%, they can get boosted revenues and the machine goes fast forward. of the equity holders or anyone who wants to buy the company is that -- ma