digging deep near tech stocks and amazon, colin sebastian joins us from baird along with mike olson whoffrey. welcome to you both. thank you for being with us. mike, real quickly on amazon, how significant is this announcement of alexa going into the workplace? >> well, this is just part of amazon continuing to push into new markets. if you think what they've done with grocery and aws in general over the last couple years, they've added more than a trillion dollars of new addressable market this is another example of that. >> colin, what do you think the significance of all the announcements we've heard this week ultimately will be? >> well, even though amazon is already the largest cloud platform in the market, they're still playing offense. and i think what's most impressive is a rapid pace of innovation particularly moving from some of the core infrastructure services into more advanced technologies such as machine learning, artificial intelligence that's going to help drive more adoption among enterprises into the cloud. >> and you guys are both positive on amazon colin, your price