trades at 13 times earnings estimates versus 18 for ericson. nokia is paying to wait. 4.2% dividend. i like it. but if you want best in breed, ericsson is the way. if you want value stock that's got a nice dividend. nokia is the way to go i expect 5g. next up, there are the fi5g semiconductor companies. sky works, qualcomm and xilinx qual qualcomm is up 7% intel is up 2.4% there have been some major changes here originally like them all i told you skyworks is my favorite it is cheap and has a tremendous amount of 5g exposure. some are right for reassessment. qualcomm had the most seismic shift. communications chipmaker has the best 5g offering and virtually in every 5g phone. but they had a bitter lawsuit with apple which was going after them for monopoly pricing. when they reached a settlement two weeks ago with the deal and six years, the stock soared. not only did this remove a major overhang, it gave us visibility for qualcomm sales for years to come the stock has rub from 58 to $86, it is less expensive. i think it is a hold up. we have to