. >> this is jason trennert. something before, which is to say the correlation of stocks have come down. mainly because the profit mar jens are so high. it's very difficult to generate profits with outlying gret. so the question is, the companies providing it the multiples are moving higher t. ones that aren't, though, are starting to falter. >> i think you are absolutely rights jason. with the correlations being separated, i think you kind of go to your question. as i said at the outset, we have seen soft revenue on the top line. i think that comes in with improve him across the board and the economy and some of the industrial names which are still lagging or a name like cisco come into play, more activity coming from new buyers coming into the market. i think that's where you will begin to see top line growth. you ternly won't see it from a pricing standpoint. but i do think if you are looking at the data companies specifically, what have you seen the margins have to be efficient. certainly, where it is most vi