how can a large cap technology company in world we live in now, the debt be questioned by moody's and sthe debt levels of this company just don't make sense in the environment that we're liveing n right now. and i think that's the biggest challenge that this company has, whether to take it private, attract someone or to turp the torre in some capacity around. >> at 88 billion by today's standards, it's barely a large cap. i thought this company was much bigger than it once was. it's like a good marker of the if you're a technology investor, you're probably not hunting for tech value stocks. there are so many easier ways to make money better charts. better stories more viz bability, so if you're a value investor, maybe this just hit your radar now. or maybe you've been stuck in it as a value trap, but the growth investors have been ignoring it forever. >> doc, do you have a take >> about as negative as you can get. >> all they could do is say no, you're not paying enough when you want to pay us in the 80s and not if 50s after the deal getting blocked. they'd be begging for something, but

moody's. julie: the dow and s&p have turned slightly negative. they are being led by utilities and financials. the nasdaq barely holding on to again, up .1%. semiconductors leading those gains. philadelphia semiconductor index touched a record on a closing basis. it backed off from that level little bit. we still have a number of multi-year or record highs for a lot of the big cap tech names. isel trading at a record, as icron at a 17 year high. goldman sachs out with a note saying micron is benefiting thosehip pricing -- shares up nearly 4%. amazon trading at a record. netflix trading at a record, $400 for netflix. analysts say they can keep going if they beat estimates on subscribers. after its fourth-quarter results, the markets appeared to give netflix management carte blanche to spend to drive subscriber growth. there is one duo that's not following this overall trend with technology. that's the ongoing situation with qualcomm and broadcom. the u.s. treasury department is weighing in, saying broadcom's hostile takeover attempt could pose a n