capital group neil doshi. great to see you. pretend i'm a holder on google and say, what gives with google? why is the market going higher and not my stock? >> three issues. ad dollars are flowing out of google into other apps and web sites. secondly, concerns about the european commission potentially firing an antitrust suit against google and seeing what happened to microsoft when that happened and lastly, google doesn't have strength in social and realtime communications. the concern is that there's google getting hit from one of these three factors. >> are those three concerns not valid? >> we ran a search conference not too long ago and talked to a lot of agencies and advertisers. they're staying with google, not moving elsewhere. people are pulling budgets from other sources. secondly, the antitrust thing could be an issue. it's still early, the u.s. tried to build a very big case against google. it came out to be nothing. we think google will probably offer a lot more concessions. and then finally, you know, on the socia