it's really a question of where do you brice the companies, and are there fundamentals to them?until the second week of june if you want an ipo, and if not, a lot of people go on vacation, they want to wait until the fall. a lot of these are getting pushed out the door. >> and also the question of guidance, john. if you're going to issue some kind of forecast for the year, which not every company does, do you want to set a low bar that would make it easier to finish out the year? or do you want to risk any sign of weakness knowing what could happen to your stock? >> the most important bars are low bars for top-line metrics. coming out and talking about the mobile users, registered users, and setting relatively low targets you can sandbag against, it's what you have to do in this environment, because the market has gotten so far ahead of where the companies are at in terms of growth. >> these companies have gotten a pass, google, netflix, making the big investments, amazon, for things that haven't shown results, and just now we have google, which i know we'll talk about later, bu