snape is down almost 13% again. david: they have led us up and they are leading us down. thoughts from alex webb, he's joining us from london. is there a broad takeaway? every company has their own story, but is there broad takeaway for investors? >> there's a fear that this is not going to be the same that we have seen in the past. can see the growth on the top line, and google is too early to start a trend yet, but there are things we see in common. and we are seeing on an operating level and net level they are beating expectations, a lot of that has to do with cloud growth. but is also providing a lot of spending. david: how much competition is coming to him -- amazon's way in terms of online traffic? well. google as there's a fear from a lot of the advertising players that amazon is getting into the advertising space. and on facebook your issue might be that you are pushing a never ties went on someone who is already purchased that product. change, wea value are seeing aggressive steps from facebook and google into that area. amazon is growing at a real pace, there ar