i think the same thing is going to happen here we just have to wait in the meantime, they bought starwood years ago, and i think there's revenue synergies and cost synergies and scale, most importantly, scale and so i think they will continue to gain market share. you have easy comparisons and a very strong balance sheet, 2.3 billion in cash and 3 billion in a revolver. i'm willing to be nibbling today. it's up lot since the march low but i still do like it very much for the long run. >> recovering from this pandemic will be more quick for marriott than for the airlines even though they're both just pure travel plays >> you know, the airlines are hard, joe, because they struggle even in bull markets, right, in terms of their balance sheet, cash management, and that sort of thing, so i don't necessarily play in the airline space. i'm just looking for quality, and on sale and marriott is the best in the business, right, and they just got bigger so i just feel like that's a -- i don't want to say a safer play but i think it's a less volatile play, and that's why i look at the balance sheet a