i cannot believe we're having this part of the conversation, but jenny harington called apple dead money, right? would you have thought someone would describe apple as dead money? well, since she made the call she has been right shannon, you are underweight apple shares even though you own them >> we trimmed the stock back in december really, it was just, you know, as a result of what we felt was some strength and then some of this consolidation that jim just mentioned. think about it this way though number one most recognizable global brand, has an installed base that continues to support continued modernization of services so what? that's what the market has said. they said, so what what have you done for me lately maybe wwdc is the what have you done for me lately i think what you are actually going to see is you will have to see a hand set switch into upgrade into enthusiasm about 5g i don't want to take away weiss's enthusiasm about 5g, but i think that's where the next catalyst for this stock is but maybe the stuck in the mud over the course of the nine months starts people to look