joining us is bill snead, snead capital management. ceo and chief investment officer.l, we're all dieing to know, where does, you know, cash go to die? tell us and why. >> well cash goes to die in the tech sector. and, the reason is, some, somebody decided somewhere in the last five to 10 years that it's very effective for a company to hoard capital far beyond what they could ever successfully dispose within the context of running or growing their business. then just leave it sitting there on their balance sheet. so it's not that money goes to die invested in tech stocks but the profits and the free cash flow of the businesses, that cash has a tendency to go there to die. liz: i don't understand why you're saying this. i understand where you feel that certain portions of technology are not doing very much but suddenly you're looking at areas that have exploded. if you look at the qualcomms of the world, have beautiful returns, autodesk, we've got the ceo, carl bascombing up in a fox business exclusive, they're at the forefront of brilliant things out there. >> we're no