then aone comes along reminds us how much we can make. takeovers non-existent pen in the last few weeks kraft-cadbury, abbott solvay, xerox-affiliated. the m&a market may have a pulse. if a company sells in asia, like most of the techs, hewlett-packard, intel, all the semis, then it's all aboard. >> all aboard! >> but if it's totally domestic, forget about it. same with the industrials. china exposure? fantastic. domestic exposure, awful. strength in asia along with the mobile internet tsunami is like tech can be good. no other -- at retail the high end's working. that's why we hear good things from ralph lauren, from tiffany. but then walmart gave a speech last night, said the u.s. is lethargic, no quick turn here, although india and china can move the needle for the world's largest retailer. we have an easy bull and an easy bear case. you can't do well if you overlook the negative, and you can't do well if you overlook the positive. one way to play this is the cramerican way, diversify. that's why i bought both home depot, a retailer th