who has a great relationship with jerry yang. jerry yang will be the king-maker i think if a deal is ever conducted. i have by the way no inside information on this but jerry yang is a key player as the cofounder of yahoo! and marisa is a key talent and she has her back up against the wall. there is no future in display ads and mobile as was pointed out a moment ago is still, they have a very small market share. so i wouldn't rule out thinking about what combination, what is the win-win for alibaba, what is the win-win for yahoo!? maria: it is great analysis. i guess the question is, where is the strength at yahoo! right now, charles payne? with the core business what is her big shot? >> i think they have to buy a business to have a big shot. what will they do with all the alibaba cash? listen you have starboard pressuring them not to make anymore acquisitions. you gist spent billion dollars with zero growth but everybody is champing at the bit. instant growth, instant change of dynamics of your company. alibaba buying yahoo!? i

>> jerry yang, years before. >> so what does that have to do with your new friend?steve jobs had arm holdings when he was trying to turn apple around as an investment with apple. yahoo! has alibaba. i think the message from marissa mayer is leave me alone, i got this. she put some hard numbers on it and display is worse than a lot of people realize, dropping $50 million per quarter. the problem that still exists is that there's no major accelerant that we can see to where mobile is. it gets yahoo! alive. it doesn't necessarily take them to the next level. it's not clear that they're entirely in charge. how do you get a 2x from here? she needs to do something. >> that's what i -- i still didn't see a vision from marissa in items of what this company is. >> when we were on the phone, i asked, i said, what is it? what are you? she basically said, it's going to be a little bit of a complicated explanation. and i think she's trying to figure out what to do with the assets. but i guess the only thing i would suggest, and maybe i am drinking the kool-aid, i feel like at le