master sergeant scott ford. [applause] thank you, scott. and louis morales. thank you, louis.] carl warsbach. thank you, carl. [applause] sergeants first class seth howard, dave sanders, john walden, dillon behr and ryan wallen. thank you, fellows. [applause] thank you, fellows. very importantly, as you know, better than anyone, afghan translators beruse mold and zia grofori. how was that? okay? not bad. he said it was okay. [applause] thank you both very much. fantastic job. fantastic job. thank you. >> dana: i assume you all agree with this choice, right? okay. your last chance, huh? they all agree. thank you very much. i agree, too. we all do. staff sergeant ronald scherr was with us and privileged to be with us. we had a not so long ago a great ceremony with the medal of honor. that was amazing that you're both here together. to each and every one of you, i want to thank you and thank the fearless defense and what you've done for our country. it's incredible. your valor, your bravery, your strength, your heart, your soul. it's incredible. incredible what you've done. the b

so what does this all mean for its future for more, i'm joined now by scott mushkin and our very own john ford. it's great to have you both here scott, i'll just -- i'll start with you you have a buy on the stock about a $2300 -- i'll round it -- price target so how concerning is the cloud slowdown to you? >> well, i mean i think if you look at the cloud, they obviously have more competition coming in. but at the same time, with the ebit slow down, we think there's two important factors here we actually think they're going to spin off the aws. we do. we think they're going to spin it off. >> you think amazon's going to break itself off and spin off the cloud? >> we do so, you know, number one is they really ramped up the amount of marketing people that they have there. so obviously, the sales effort is ramping up. so that's really important the second thing is they locked down accounts. so they -- the accounts were locked down for a longer period of time. we think those two issues are basically setting the table for a spin-off in 2021. >> john, are you hearing -- tell me about the rumor mill o