spencer soper, thank you so much. i want to get back to the developing story we told you about.ion is preparing an executive order that could significantly restrict chinese state-owned telecom companies from operating in the united states, given national security concerns. here to discuss, alister phone. this order women specifically named companies, but we know that that is what this order is addressing, right? >> that's right. one of the key questions to ask about this is, is it going to let the commerce department bans sales in the u.s., or is it going to ban sales of telecom equivalent to countries that the u.s. deems unworthy or dangerous, like iran? will they be in trouble for trying to operate with iran and lying to banks around that? perspective, they have written the u.s. off as a market already, but they are huge in africa, they were huge across europe, they are huge across asia. if this order goes out and says he can't work with iran and all these other countries, that would be an extra major borrow. huaweiobviously, has pledged to take global leadership of 5g. meanti