when chuck robbins took the reins at sisco, he knew the routing business wasn't growing or at least notfast as it should. and they had basic customers to handle all the data merging from the internet of things, making it more of a software company, not a hardware company. he's done all of these things. and it can go higher, we're still in the early stages of a multi-year term. finally, there's apple. i know there have been billions of blog entries about how apple's doing and since the death of steve jobs, whether it's deteriorated. so many people seem to me that the best days are behind it. i see apple reinventing itself with a service revenue stream that we can only put a price on it, not yet. i see the iphone franchises not being nearly as global as it could be. and i see tim cook spending a tremendous amount in research and development that will pan out. there seems to be an inherent bias against the stock that stems from apple's own success. the iphone has spoiled us, pause -- because it never seems like it could be better. i mean, who cares how apple not there. the truth is, the se

duke energy, corning, sisco and ainley, am i diversified? okay.pretty decent utility. not my favorite. gilead, not my favorite, biotech. corning, a technology company, that's that's what they'd like call it. ainley, they make a lot of money with your money. and cisco is technology. you have got to get rit d of corning and go into honeywell. the let's go to phil in new york. >> caller: this is phil from staten island. >> go ahead. >> caller: okay, i've got vz, jpm, j&j. sne and csco. >> ooh, i like this portfolio. let's see if you can do a diversification basis. j&j, i think it's going to be great. j.p. morgan, monster good quarter today. so you've got drug, you've got bank, sony, let's call it diversified entertainment. verizon, and cisco, yes, they do have some overlap, but they do internet technology. so let's call this internet, tech, infrastructure, tele-coe, bank, pharma, that's perfect. ♪ hallelujah shelly in washingtwashington. >> caller: i've got starbucks, costco, amazon, nike, and microsoft. >> all right. ooh, interesting dispersion here