>> the apple and ibc question because ibc collects data largely submitted by pcoems. does not participate in sharing its data with services like ibc or gartner and historically, ibc and gartner's track record for predicting apple on quarterly basis has not been great certainly the numbers look very good i would be cautious about extrapolating them. >> got it. >> to your question about broader tech, look, we think, you know, tech is fairly to slightly overvalued. we're not particularly bullish on tech. we are worried we may have earnings estimates go down and there may be more downside to the market and as a result, we prefer really inexpensive, more defensive technology names companies that i follow like dell and hewlett-packard enterprise that are trading at literally 5 to 7 times earnings, we think have relatively less downside in the near to medium term and so that defensive posturing leads us to those names. >> got it. tony, thank you. good to check in with you. tony sacconaghi. appreciate it from bernstein. >>> take a look at where we stand right now in the marke