no doubt verizon is the bester performer of the wireless companies, but it faces new competition fromi sprint. and keep eyes on the stock of vodafone, but a it is interesting to note that they are returning most of the proceeds to the shareholders and getting the verizon stock directly, and many of them can't continue to own verizon, because they are in the uk and they will have to sell it back. but what is vodafone going to do? is at&t perhaps interested in woog it to fulfill its own ambitions in europe and around the world to continue the grow. perhaps that is another leg of t the story that is yet to come. it could take some time in developing. >> will they be liberty media? >> that is not likely at the point, in part, because they did not take in enormous proceeds and john malone wanted a tax-free transaction and one way is to get the verizon stock and trade it to him, but they didn't do it, because it is going directly to the shareholder base. so liberty deal not seen likely, simon. tomorrow, we have a special guest on "squawk on the street," bruce berkowitz, the fund manager of