lafarge said it is buying out anglo american -- lafarge plans to sell other portions to satisfy the antitrust regulators. the merger will create the biggest cement maker in the world. that is company news items. a monday morning we say again, good morning to all of you. this is a kickoff of the second half of 2014, the five-day work week. loca, but la vida valuations.h scylla was the 2014 example. zilla was the 2014 example. what is different this time around? lees advise me, but more what is different this time around? >> what is different is we have got adoption throughout the entire company -- throughout the entire country and throughout marketsd, so the are mainstream. >> do you care about the profits right there? valuationation, total evens out. i have never seen a valuation like zillow. valuatione seen a like that. i was on the board of directors. forold that went to sap forward revenue. why is this happening? because there is fundamental change happening in the tech world. this ep is the largest software company in the world, but it is on premise. they have to go to the cloud. success