there is exciting growth in stocks we are covering like sales close -- salesforce or adobe.mily: how confident are you that they can get to this and a good amount of time? >> there is a debate today about private company versus public valuation. this may be a mild disappointment in terms of growth rate, but this is an $8 billion business growing and 88%. it would have a $55 billion market cap, standing alone. $8 billion business is growing 88%, that is a really good thing. it is a business that microsoft has to grow. in the context of microsoft, which is humongous colossus, it is not big enough. that is a key area for him to be growing as fast as a yes regardless of the short-term disappointment. i am not a wall street person, i'm an industry watcher. on the macro basis, microsoft is moving in a very good direction. emily: what would you say about the windows 10 rollout happening next week. it is supposed to be a very big deal, offering to most people for free. but microsoft is changing. what you expecting with the windows 10 rollout? >> we think is a swing factor. the opera