i'm joined by the senior research analyst, barry oxford. key for me is that the new ceo is a real estate veteran and not a tech veteran. does that give you insight into how we should be evaluating this company? >> absolutely. i've written reports about we 's struggles. i feel this is one of their first positive moves. they've been through a couple ceo changes. you hit the nail on the head when you say they have a real estate person and this is a real estate company, but this is not a tech company with a real estate gland. this is real estate first. i think he is the person to lead this company. taylor: what can you glean from his previous work within turning around some real estate companies, pulling them out of bankruptcy, that you can now glean forward? barry: sure. again, he has the reputation and credibility to get investors behind him. he does have softbank. they can -- taylor: barry, do we still have you? looks like we lost barry. barry, can you still hear me? barry: i can hear you, taylor. taylor: perfect. continue to talk to me abou