take the small caps, for example, we had joel greenblatt on "closing bell" saying they are close to 5%al value range and only 5% of the time have they been more expensive on a relative basis. >> the market is just getting going. oracle, jim, is down 3%. the commentary that most of the analysts seem to be saying today already, i'll read you a couple things, not great but getting better, respectable but unexceptional. people seem to be trying to give oracle the benefit of the doubt. >> yeah. i mean, look, i think oracle trades like a lot of industrials right now. it trades kind of in its own right saying corporate spend will come back. do not leave oracle now because when it comes back were, this stock trades over $40. a lot of apologists for oracle. oracle doesn't have the same negativity it had not that long ago in the 32, 33 region when people felt they were missing quarter. but now it's a hope stock and hope is springing eternal, people are saying if corporate spend comes back, this is the one to be in. it's not down enough in my eyes but i'm looking at the actual fundamentals of the