indof what had been a pretty good run here to look at whether this should give you some pause is bill snead and bill, i want to start with you are you comparing this to all the ga back in 1980 when it was exxon and mobil and texaco >> it's worse than you described. 12 of the 20 largest market caps at the end of 1980 in the fortune 500 were oil companies 12 and at the height of the dotcom bubble end of '99 and 2000, only three of the top ones were tech related. i think exxon and ge were in the top five market caps and microsoft and intel and others took turns being the largest market cap. >> why is that bad, bill why is that wrong? >> because there's only a few things that are guaranteed in the investment business, brian, and the number one thing that's guaranteed is things will change in all of our economics classes, we learn that if something is extremely profitable from a microor macro standpoint, people will keep coming in and providing new competition to that and marginal profit gets driven to zero in the stock market, the thing that's been the most profitable has been buying revenue gr