facebook is one of kevin landis' top holdings. t's always good to see you. >> good to be here. >> we were talking yesterday about facebook and whether or not it would go up to the i prk o price. there was a notion that shareholders would sell at 38. would you be inclined to sell and take some profits at this point? >> well, you know, if we were selling, of course we wouldn't telegraph it on tv but generally speaking there's this psychological anchoring to what you pay for something that it shouldn't really bias you. what you should be looking at is do you like this better than your other investment opportunities. and clearly, a lot of people think there's an upside to facebook. >> what is that upside at this point? >> i think if you look at the migration from advertising and traditional media into online the question is how can the share be broken up? we know a ton of it goes over to google and that's just a cash monster. but what we don't know yet is how much will flow to facebook and twitter and we think the short answer is more