you know, stan druckenmiller has been talking about a short on this name with the simple idea being thatig companies when their business model changes, it's not easy for them to change as well. or as quickly as perhaps they need to. >> they did put out that big $20 and 20. they've got this formula, roadmap, i know that warren buffett seemed to be attracted to the roadmap. >> are you talking about operating net for the year, they are supposed to see 20 bucks? >> yes. if people want to understand why companies go down even though the headlines are good, they've got to go through this transcript of the conference call because it's really rather remarkable. at one point the analysts didn't turn on the company yet until the research. that will happen next, but at one point there's this, guys, what are you really earning? the strongest point in the call they managed to get the tax rate down and they did well on pensions and then there's a listen, we're a mobile, we're a social, we're a cloud, we're a watson company. they didn't do as much as salesforce.com did. this is a -- i don't want to say