>> groupon getting crushed. down about 20% after the core daily deals business is slowing dramatically. >>> we'll start with earnings from dow component home depot. t home depot raising full year earning's guidance to 2.95. three cents above consensus estimates. previously they were at 2.90. people talking about consumers maybe not buying expensive stuff like cabinets. average transaction going up. >> this company has been on fire since blake took over. i got to tell you, one of the reasons why you don't hear about this great turnaround, this is one of least promotional people i've ever met. he just doesn't tell you how good he is. he relies on his staff in the conference calls. he's a remarkable man. tickets going up. regions getting better. home depot remains to me one of the most undervalued company in the dow. magnificent job. >> why do you think it's one of the more undervalued companies at this point? >> if we get a turn in housing, he's doing this without a definitive turn in housing. he's doing this with

why wouldn't you buy groupon? >> i'm not a groupon analyst. i think the key issue with groupon is it is a business model with a lot of competition. so to the extent that, you know, new entrants can come into the market easily as we have seen with groupon, you know, there are -- profitability will continue to be under attack. >> your previous guest said exactly why. there are a lot of -- very low barriers to entry. you know, a lot of these -- high-profile ipos have turned into their priced very richly and i think perhaps groupon is no exception. >> all right. if you wouldn't buy groupon, what would you buy? >> we are buying a lot of -- i think what -- previous guest just said. buying a lot of large cap technolo technology, large cap staples. >> leo, you feel investors are paralyzed. we talked about this earlier. by this uncertainty about what will happen with the economy and with the fiscal cliff, with the -- with the election and so forth. is this -- does it present a good buying opportunity, though, for your long-term investors? >> i think th

but the math does not point to groupon as the cause groupon said.elsen a cease and desist letter for failing to get the necessary permits to serve food. but nelsen insisted that wasn't why the back alley failed. >> what smacks for you and for your busines-- what's next for >> i was thinking about writing a book. >> for "cbs this morning," rebecca jarvis, washington. >>> i'm sorry the business closed. but i'm still trying to figure out how groupon is responsible, especially when you have the owner saying i didn't read the fine print. >> he also, as he indicated himself, it did not have a lot of cash going in. so he was on a very tight budget in a very difficult business, restaurant business. >> sorry to hear that. >>> well, the government has just approved the first new diet drug in 13 years. this morning, we'll ask two experts if it gives us a better chance of finally ending the obesity epidemic. that's how you say the word. epidemic. we'll be right back. a party? [ music plays, record skips ] hi, i'm new ensure clear. clear, huh? my nutritional sta

groupon didn't sell and the rest is history. $3.7 billion price target that groupon supports now.y, buying offline companies and making them into online powerhouses. it's brilliant. first they picked up the zagots, couldn't do that well. $150 million for google. now with the $23 million purchase of froemmer's, google has added a respected and authoritative creator of travel content to the mix. put them together and voila, google has the makings of a travel site that can give yelp a real run for the money. amazingly, google once tried to buy yelp for a reasonable price. $500 million. as yelp is currently worth $1.4 billion. i think the combination of froemmer's and social media reviews to go with the powerhouses has the potential to give yelp -- well, it could outvote yelp, and i like yelp. meanwhile, there's the other voice of the web. there's groupon. [ buzzer ] >> the house of pain. it's shown deceleration in its core business. the irritating e-mail coupons you get for nail salons and places you can't get to during the day to brazilian waxes that you have no desire to get at all

groupon didn't sell and the rest is history. $3.7 billion price target that groupon supports now.tead, google has come up with a new strategy, buying offline stratys and making them into online powerhouses. it's brilliant. now with the $23 million purchase of froemmers, google has added a creator of travel content to the mix. put them together and voila, google has the makings of a travel site that can give yelp a real run for the money. amazingly, google once tried to buy yelp for a reasonable price. i think the combination of froemmers and social media reviews to go with the powerhouses has the potential to give yelp -- well, it could outvote yelp, and i like yelp. meanwhile, there's the other voice of the web. there's groupon. it's shown deceleration in its core business. the irritating e-mail coupons you get for nail so lons and brazilian whacks, after some initial excitement that drove customers to stores via good copyrighting, i think the thrill is gone here. this business model seems broken. the whole darn point of the internet is you get to avoid all the risk associated wi

groupon plunging. it is down about 20%. we asked you if you were finding value in groupon.e tweets out there. >> melissa, traders on the social media stratosphere are surprisingly bullish on groupon. get to the next one, another trader says groupon is testing the august lows. matthew says i opened a position on groupon since vol is so low and it's the only stock with high volume. >> thanks a lot for bringing those treats in. i think a lot of the traders ashion at the each other in a reasoning behind getting into groupon eventually. high volume so therefore you should get in. >> i don't think you should get into groupon at all. as part of the release they said they were going to add employees out in california. >> what do they do? >> that's the problem. >> that is a problem. >> everyone else can do it. the stock is lower. that doesn't mean it's cheap at all. >> that is a big number. they have 12,000 employees. you have to wonder what the other 6,000 do. >> margin guidance has been weak. there is simply a dly deal fatigue out there. so many companies out there. >> others can

how you are either here or groupon groupon groupon groupon was reporting revenues that was in violation of generally accepted accounting principles its order thing for him i believe was ernst and young the big four accounting firm and they said that it wasn't compliance but it wasn't till accounting professors ed katz from penn state university and anthony kept the nation building the university read the documents the public documents they don't have access to the books and records they're on have access to management they don't have access to the company premises they just read the company's books and records and they find their groupon was overstating its revenues violating accounting rules on revenues and they bring their information to the f.c.c. the f.c.c. goes ok. groupon go fix it this is a big four accounting from what's going on here now going back to my day in my day i had to fool what it is i had to lie to what it is in order to defraud my investors today you don't have to like what it is you don't have to pull them in many ways they're complicit with management they were in

on groupon stock.pointing second-quarter results. you u.s. retail sales set to rise thanks to a pickup in employment. >>> well, this morning, u.s. futures continue to sort of creep higher. we see the dow jones industricl higher by almost 40 points. nasdaq climbing eight points. and we're looking for an open in the green. that would follow the mood across europe. the borse here, all to the upside. ftse, adding .6 percent. and the dax, up almost a percent. and cac, up .7% and ibe x up by almost 1%. >> the new republican presidential ticket will continue outlining their message to voters. mitt romney in ohio, paul ryan in nevada and wyoming. president obama will be in iowa for the second straight day. and chrisstie will give the keynote speech at the republican national convention. >> americans maybe aren't too excited about romney's choice of paul ryan as his running mate. "usa today"/fwgallup poll belie he's a fair or poor choice. it may be because ryan isn't widely known nationwide. the poll, conducted

groupon is trading about 70% below its november i.p.o. price. investors are concerned the company doesn't have a long-term business plan. >> groupon is getting killed right now. even though they added a lot of customers that's great what's really hurting them is the average customer is spending 10% less with them than they did a year ago. that's really eating in revenue and the stock price. >> reporter: meanwhile, google >> susie: meanwhile, google said today it will cut 20% of its "motorola mobility" workforce, as it moves to make more smartphones and fewer simple cell phones. last year, google bought the money-losing cellphone maker, aiming to use its patents to help fend off android lawsuits. google shares rose nearly 3% on the layoff news, as well as, word of an upgrade from a morgan stanley analyst. the search giant also revealed today it's buying frommer's travel guide business, just a year after it acquired a similar operation from zagat's. the stock is now trading just below its highest level of the year. >> i like the frommers purchase,

the better business bureau says groupon and live in social customers are complaining companies are not getting back to them fast enough. should they be offering these deals? >>> the company should put limits on how many they will sell and the length of time they will sell at >>> live in social sold 520 dodgers for this deal they had made it is possible for a business owner to be overwhelmed. groupon tells us they work with the merchants to cap the offer sold to prevent them from being overwhelmed. top-quality window cleaning never returned my calls the there. live in social agreed to refund her and anybody else struggling to schedule with top-quality window cleaning. she has a plan to deal with the dirty glass to >>> kurtis ming cbs 5 >>> morsi in the forecast then relief here's brian hackney >>> we have interesting weather over night a few lightning strikes in and sonoma temperatures warmed to 90 degrees inland it will clear to the coastline. we have a cooling trend coming up this week. thunderstorms produce flash flooding yesterday afternoon in victorville between los angeles and las

vladimir putin says it is not up to him it is up to the courts >>> web sites like groupon customer see red of the deals they are getting and that better business bureau believes the site should cut back. glaciers in the united states a dramatic meltdown what causes the massive melt in would normally would take a lifetime. >>> the threat of thunderstorms on hot day in store tomorrow brian hackney up next with changes in the weather. >>> it appears to be a growing problem people struggling to get the deals they buy through sites like groupon and living social. companies are having a hard time living up to the demand the key to the deal was patients >>> this looks dirty to me >>> this drive certain that the streets and smudges and film >>> i don't like it here >>> three weeks from thereon a party she bought a living social deal a cleaning service. >>> i thought wow that's half the price >>> she called six times to schedule an appointment-chisholm had ever called you back >>> no >>> forcing her to throw the party with dirty windows the better business process groupon and living social cust

and groupon is really nowhere in mobile. they are losing shares to other competitors like living social. >> is it you that says they shouldn't be a public company to begin with? >> undoubtedly. it is -- very early. in their business model. things are changing rapidly. that's why they have to restate their financials because they didn't even know what their customers were worth. so when customers -- when companies are this early, in their development, they shouldn't operate under the public layer. they should operate as a private company and groupon had access to all the capital they p wanted to in the private markets and never should have gone public. >> support? >> floor is the limit. it can get worse and worse and worse. there is nothing here. >> there it is again. this is not the kind of thing -- that's why they use the word traps, value traps. >> you feel something -- >> that's it. potentially implies you reach to the point it is a wedge. putt then break out or break down and we would bet down. >> maybe that happens toni

answer lies in groupon's growth prospects.ng higher, continuing last woke's upward swing rebounding of all-time lows of short covering. analysts looking for earnings of three cents a share on $573 million in revenue, slightly higher than the first quarter and perhaps more important is company's growth forecast. also key is the number of new and returning customers and merchants as well as marketing costs. analysts want details on the goods. the product sales are off to a strong start and they have raised questions of accounting practices. we'll have to see also what ceo andrew mason says of growing competition of living social and whether the increasing shift of mobile seeing among use earls which is so problematic for facebook could actually end up boosting groupon's results. back to you. >> thank you very much. >>> billionaire investor peter thiel trying to see the next talent of the next hot start-up. he started off a firestorm of criticism announcing a competition of young entrepreneurs saying too many talented teenagers w

groupon hitting a new low, $4.75, that intraday low.s cut on groupon to $3 a share. >> from $6.50. >> it's down by about 4%. facebook is managing a gain. bouncing off of its all-time low set in yesterday's session. we are seeing facebook shares up by just about 1% right now. taking a look at some other stocks on the move, the gap, for instance, a new 52-week high on shares of the gap. $35.31 here, up by 2.5% on better-than-expected earnings. raising its forecast for the year, not quite as bullish as the analyst estimates on the street so far. but still analysts are taking it in stride. they like the gross margin improvements and the fact that inventories are going down. they like the fact that gap is on track to open 30 stores in china. they want to see how the brand floats in that country. then they'll re-evaluate their strategy at that point. moving cautiously forward with international expansion. reminder, gap shares right now, the p/e is 19. the forward p/e is 17. >> we heard the argument earlier from the bulls, the bullish case abo

you have -- >> i have been on groupon, bought from groupon, written about groupon. >> but you've gotten stuff in your e-mail thing. >> yes, i have. >> and it says this is the deal, and you said like that deal. >> i like that deal. >> give me whatever it is you have at a discount and you've done it. >> i have done it. >> what i don't understand, how -- what i don't understand is the stock has dropped to $5 billion, market capital. >> i think it's lower than that. >> 4.8. >> that was before -- >> oh, wait. wait. at 6:00 it will be lower than that. at 7.5, 4.8. >> drop it down another 20% is what you have to do. >> the yearly high 31. and i quickly deduce you could multiply that by five, that 4.5 billion, and that was -- doesn't seem like -- it was a $20 billion company? was there a reason to think it was worth $20 billion? can we learn anything from this? >> i always said that. i came on here -- i came on here as a guest i think when this was all going on. >> anthony mason, cbs like anch anchorman. >> andrew mason. >> oh, that's an entirely different person. oh, okay. never mind. >> the o

take a look at this stock, groupon and it is ugly. down almost 27%.-time lows on disappointing second quarter results. investors are worried about its slowing down daily deals. business guy, what do you say about is this? >> lousy quarter, analyst down grades and they blame everything, including ryan kelly's recent purchase of hand tools in their report for their disaster, but will trade probably close to 70 million shares today, typically trades 8. if you're looking for a potential capitulation bottom this might be it. but that's the only reason. >> activist investor jana disclosing a new stake in ago reum, making jana the company's biggest shareholder. steve weise, stock getting a bump but we're learning a lot from these 13 fs. >> jana not that well-known. not a household name. i know them fairly well. consummate value player, behind the scenes activist. ago reum, unlike potash, has a retail division. so they have stores where they sell direct to farmers, direct to the consumers. they think if you break it up and i think they're right, because retai

groupon, by the way, $4.50 is that low.% on shares, again, that a report was not just andreesen selling but a number of early investors saying, you know what -- >> i think copy needs to improve. >> you don't want to go to that portuguese restaurant between 1:00 and 1:30 on saturday afternoon? >> no. it's a better place to go than the black hole of calcuta, kind of an analogy. >> aetna shares, by the way, let's take a look at that ahead of our conversation with mark bertolini. a lot of the shares have been strategically done in this marketplace sending the enquirer higher. >> it's been helping their stock because people like to see growth. this is a remarkable thing because if you remember wellpoint got clobbered when they did the deal. they got clobbered. >> maybe that would -- what was the timinging of tha of that? was that before the roberts' thing? i like your point. this is a bet on obama care. >> yes. >> this is the law of the land to your point. they will stick around. aetna will get 1 1/2 medicare part d customers on

i don't have that same thing happening with groupon. and so i think they are very different companies. linkedin has traded extremely well as we know. facebook over the test of time will prove that as well. a lot of the other models don't have barriers to entry that the other two companies have and i think it's odd that people have been grouping these things together. >> we'll expand on that topic. let's stay on facebook if we could for another moment. why do you think the stock has traded as poorly as it has? who is to blame for all of this? we just had a discussion in the last hour about the second market whether they are to blame for overvaluing these stocks to begin with before they become publicly traded companies. >> certainly in the world i live in, the most out of balance kind of supply and demand around pricing of financial assets has been late-stage private. it started about 18 months ago. i would say it really started when miller made an incredible trade, investment in facebook at $10 million which is a strong return today. a

. >> not groupon, not zynga? >> not groupon. we'll hear from them after the bell tonight. that will be very exciting. maybe a little too early to --. >> it could be like jcpenney. it's such a crowded short that jcpenney said, things are terrible and people bought the stock. >> on motorola mobility to your point, we were expecting significant job cuts. may be more behind that. but they're claiming to stay in the device business at this point, paring down their mrukt line to what would be a handful of devices led by a woman who used to be a darpa. >> i saw a piece in "the new york times" about a fashion person who was arrested in brooklyn court -- wow. people should read that piece. >> yeah, that was. she fell fast. >> digital island. remember those days? $79 million, worth $2 million 18 months later. >> because it was only worth $2 million to begin with. >>> when we come back, we'll cover every angle or mitt romney's vp choice. and we'll hear from kent conrad. and the chairman of the rnc joins us. one more look at futures. s&p up six straight. we'll see if we can keep the s

groupon's backers are throwing in the towel.ll street journal" suggests four pre-ipo investors have sold or significantly cut their stakes in recent months. since its ipo in june groupon lost 75% of its value. this is interesting, because we got a report now of what investors on facebook do. by and large private equity investors in ipos to sell their shares, don't they when lockups end on the basis that, you know, they've taken to it market and they get the returns and go and fine something else. >> i wonder how many do sell. i'm not sure it's that significant versus how many hold for a longer period of time. in the case of groupon, clearly made the right move at least earlier they sold in this case. >> michael, what's your own view of the lack of success of tech ipos? >> well, it's an interesting phenomenon. these tech ipos are more on the social, in the social space. even groupon is a commerce site really but there's a social aspect to it and it's really hard to monetize these concepts. until somebody comes up with a formula t

, you go to groupon goods, they're competing with likes of amazon. first thing i thought haven't you ever thought of buyback.com and overstock.com, to see how difficult that business can be. i don't know. people point out the bullish side and the contrarian bull the sis. why would you be bullish on this stock. look at the other side. groupon has positive cash flow, net income positive and posit e positive-free cash flow. it has cash -- excuse me, cash -- a lot of cash, $1.2 billion of cash, no debt. you have to say to yourself, is that sustainable? the balance sheet looks okay. then they will take on inventory? people are nibbling at it and see value and want to see if they can get something. >> another high profile internet ipo, since the ipo like facebook and zynga, this one has disappointed. >> it disappointed right out of the gate. from the first s1 there were questions. you can see this going on, i'll say it all along, andrew mason is on my list among those who could be named worst ceo of the year. >>> here's the however. second quarter earnings

then there's groupon. what can i say about groupon? will it stop at the six level? as i always say to my friend david faber on "squawk on the street" it's too early after tonight's quarter to buy groupon. where she stops, nobody knows. but stocks do not go through certain key levels, like zero. there's always a bull market somewhere and i promise to find it for you right here at "mad money." i'm jim cramer. see you tomorrow. hey, larry. welcome back. what do you have for us? >> thanks, buddy. could romney veep paul ryan be the key to the election. i'm larry kudlow. this is "the kudlow report," back from the olympics and raring to go. our top story, republican vice presidential candidate paul ryan makes his first solo campaign stop at the uh iowa fairgrounds. you, the kudlow viewer, now paul ryan well through our many interviews. i have known the congressman for over 20 years. he'll tell us why this country is on the wrong road and president obama is to blame. also joining me tonight for a first on cnbc interview, former minnesota senator tim pawlenty, cochair for th

liz: yeah. >> raises the question whether groupon could potentially from ashes.uld have be a lot of changes as there were for priceline. ashley: you like priceline but don't like monster worldwide, do you? why? >> there is one mistake that investors have made including myself in the internet space over the last, 1015 years, competitive risk. secular growth for opportunities for on line travel, retail, advertising have been what people thought are and perhaps greater what people thought over time. the competitive risk and google to undercut yahoo! or in this case a linkedin to undercut a monter worldwide is very present that is what we're seeing with monster. too much competitive risk especially coming from linkedin. liz: mark, we love to have you on because you're a very realistic and strong sense what is working and what doesn't. when you brought up group pan and said they would have to make a lot of changes, this company had a $7 billion offer to be out right bought by google. listen, hindsight is 2020 should they have taken that deal? is this just, something t

if you look closely groupon is seeing dramatic diesel raigs across parts of the business. there are signs the general daily deals business is slowing down. and there is s and p 500 fell ending longest he streak of gains in 20 months. your bloomberg silicon valley index rose by almost six points. and google is venturing further into travel business by afiring the frommers brand of travel guides. google agreed to buy all of the travel assets. >> and big news from rim today. the company getting ready to license black berry 10 operating system to other manufacturers saying it's in its final testing stages and announcement as rim is trying to release its own devices by early next year. >> and update on the apple-samsung jury trial. apple rested its patent infringement case, now it's samsung's turn to present. the last witness is an accountment testifying samsung would owe at least $2.5 million in damages for violating a patent. and a judge ruled a phone designer cannot take the stand because she did not design any devices at issue in this trial z tech companies are doing fewer

free float and it's extremely expensive to short groupon at the moment. probably relative to the free float, the most shorted in this area. and then fuse yoe, another massively shorted name. with a p.e. of about 700 times, people are very skeptical, so look at stillo, fusio, groupon. facebook is short as well. the cost is ramping up as well. >> what's the sector most shorted in the market overall and what can we take from that. >> retail is pretty shorted. the average is about 3%th and the technology is about 5%, so it's up there. now do you think that there's going to be potential pop, a a short squeeze in some of these things? well typically in different markets like this, it pays to short the most shorted shares, researchers in chicago showed that four out of six months this year, it pays to short on shorted shares. >> will duff gordon. good to talk to you, talk to you again soon. >>> coming up, consumers went on a shopping spree in july, with will their spending ways continue? retail winners and losers, next. you know what i love about this country? t

and groupon falling to new lows. barclays downgrading it.g its price target to $4 a share from 15. those are the new internet ipos. but look at so-called old internet stocks, priceline, amazon, netflix, all nicely higher today. as are the markets overall. the dow industrials up 54 points now. just a few points away from the highest level since december of 07. word out of europe is that germany's going to keep the bailout money flowing to greece. that's why our market is moving up. [ female announcer ] need help keeping your digestive balance? try the #1 gastroenterologist recommended probiotic. align. align naturally helps maintain digestive balance. ♪ ooh, baby, can i do for you today? ♪ try align today. stuart: fewer americans consider themselves to be religious. 60% identified them as a religious person, down from 73% in 05. here's the exact question that was asked. joining us now is father jonathan morris. that study would suggest that we are less of a religious nation, are we? >> you know, a lot of these polls make the outcomes very con

we are talking about the daily emails you get from groupon and living social. prince george's county has some beef with the online discounts. lauren demarco explains in the smartphone zone. >> and football season is officially in full swing but as the season gets under way, there is growing concern with the younger players who are more vulnerable to head injuries. here with the nation's large youth football -- harper what the nation's largest youth football team is doing to make the game safer.  [ harry umlaut ] i speak eueuropean you know. [ sally umlaut ] uh-huh. take this fascinating muller yogurt. frut up. means "fruit up." creamy yogurt down below. delectable, layer of fruity, moussey, uppiness on top. frut up. as the europeans say. in their language. wow. you really are bilingual. [ male announcer ] muller. the european for yummy. abut it'll become so much more.e concrete and steel.... a new world-class resort casino in prince george's county. two thousand construction jobs to build it. four thousand permanent, good-paying jobs when it's d

. >> business news involving groupon's stock. a live report on the company from bloomberg west is just ahead. >> michael finney still taking your questions on twitter and facebook and will answer them here live in just a few minutes. you can contact michael on twitter at m finney. >> and this is especially crowded for drivers on the lefthand side of the screen trying to make their way across the bay bridge right >> dozens of people flashing their pearly whites thanks to a group of people coming together. >> there are volunteers didn't know what to expect but didn't think they'd see this. >> astounding. dinot think people would show up. this is the first time they held a free clinic. the doctor heard about the nonprofit group dentistry from the heart and decided she wanted to participate. running her practice left her little time for organizing this. she enlisted help of the 16-year-old daughter. >> i guess this shows how much people really need help in this community. with the economy and everything today. and they're helping peo

meanwhile, a number of internet newcomers like groupon continued to struggle as investors try to sort out their future prospects. shares of groupon sold off again, after the company's quarterly numbers were a big disappointment last night. the stock has lost a stunning three-quartersf luits vae since going public in november. down in sympathy today were angie's list-- it fell 16%. yelp and facebook saw more modest losses. shares of monster beverage got energized today. investors reacted to word late yesterday that the energy drinks maker is doubling its share buyback plans. today, the stock gained 10% to close at $58.59, making the best performer in the s&p 500. internet darling google added more than 1% today, and is now trading close to a 4.5-year high. and apple continues to shine higher. it tacked on nearly $2 to close just below $632, and its within $5 of its all-time high. over in the bond market, that encouraging retail sales report caused a sell-off in treasuries. the yield on the ten-year bond rose to 1.73%. that's its highest level since may. investors sold government debt a

. >>> groupon plunging to a new low.man is following it. >> yes, a few key things to keep in mind here, people concept able about groupon, and slowing down about a year and a half ago. they had 97% growth and now they're down to about 2%. it's just fascinating to think that google wanted to take groupon out for about $6 billion. so 2006 and a half percent on tremendous volume. back to you. >> we were looking at that yesterday in our talking numbers segment, and that -- the prediction was that it would be going sharply lower. that is getting higher ahead of the retailers earnings and it will be out before the bell tomorrow. should investors buy into this high flier or is it high time to take some profits. we're talking numbers today. it's rich ross, and on the fundamentals side is joe feldman, and joe, what do you expect to see form morning. >> we're looking for an eps of $1.03. >> rich? >> it's a great looking toward, a great looking company. let's take a look at the kpart and i will break it down for you. i brought with

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groupon, another example that you had mentioned.people had crazy expectations where the money was going to come from to sustain the value and it just wasn't there. it hasn't been there. so to the previous point, you have to think about what the companies sell, what do they make that people want to buy, if the answer is, i don't know, then probably that valuation is high, and so we have had this little bubble happen here, and i think we're going to see more companies come to market and if they don't have something that, you know, that people are interested in, it's going to be a head-scratcher to say whether you should buy their stock. >> brown: when you are talking about selling ads on mobile devices that means that the tech company still has a tech problem it has to work out? >> well, it's -- in this case it's probably a people opportunity problem that people want to buy what they -- you know, what they have. so, in this case, they have to figure out how to sell mobile ads and then have companies, you know, buy those ads. yeah, tha