rebecca newfield said -- we will share additional plans for a more focused yahoo!before our fourth-quarter earnings call. four months activist value has been agitating for this change. is there going to be any change ahead? let's ask the chief research officer at idc research and follows yahoo!, joining us from framingham, massachusetts. ok, so do they have a point here? clearly the stock is being battered based on this outlook. what they are suggesting, does it sound reasonable? >> the bottom line is the focus is where this company has to go. when you look at a complete like google, google can afford to not be focused cousin have this massive cash cow tied to their search revenue. yahoo! has tried multiple different avenues for growth, with real jewels, like tumbler, for example, but it hasn't panned out. they have a couple of things beneath the water line -- like sports, for example. some of the other web businesses do ok, but they are not focused. they are spending too much, there are too many people, change probably needs to come to start restoring investor sca