component is down from its 52-week highs, of course joining us now on where to look for value, byron deetergood morning, byron. >> thank you great to be back despite the circumstances. >> yeah, despite the circumstances. tough times in so many ways. >> indeed. >> but my overarching question is, is this an amazon 2001 moment and of course around september 2001 amazon was at about the equivalent of $6 a share it's 2,800 right now but how do we know when we've gotten there with the software names that are going to survive into the future? >> for those who are willing to look medium to long-term, we absolutely think it is this sector has just been pounded. and yet the macro trends remain very much in tact. over the prior years, as i've been on this show, we have talked a lot about the super high quality names at admittedly pretty high multiples and had this discussion how far can they run and when do they grow into the valuation? now we have these extremely high quality names on sale across the board. median down around 53% in this basket and still look at the growth rates north of 40%, look at