this is really changing strategies of companies from sysco to del. think dell will be in its transformation still next year as they try to move to software defined everything versus hardware has more than commodity value. the same will be true of other companies. hp included in that set of companies. sysco is making the transformation. juniper. it's a big year for software. if companies do not take software defined everything, software defined networks, storage, call centers, seriously, they won't be a participant in the i.t. economy. >> you're in the type of business where you either put big dollars behind a company or certainly your belief in companies. do you believe in what meg whitman is doing at hp? would you put a dime into that company at this point in time? >> hp is slightly opaque to me right now. i have a lot of confidence in meg. i've known her over the years and her work at ebay was fantastic. she has a lot of technology to work with. she's got some very slow moving parts at hp that she is going to have to decide what to do with. hp has

we saw rim and sysco and yahoo! take off. this is a story in and of itself. throw a dart this week for the reasons why it's going down. a lot has to do with the self fulfilling prophesy it's not working anymore. it's worked so long, it's not working anymore. get to the sidelines. i think the street is starting to come around. >> yes. >> the idea that earnings are going to stall here. >> right now it's a fundamental question when it comes to this to be. we have steve coming out questioning whether or not apple will continue to have the innovation necessary and the geographic expansion necessary to support the growth rates that are baked into the stock. >> it's not just an issue of growth rates either. it's an issue of margins. if they continue to innovate, they charge a premium for the product. that's a lot of the fundamental case for the stock here. i don't know it was just tax related because a lot of institutions might have been less concerned about taxes early on. if you own a big position and it rises at some point, you're going to see yourself pairing ba

cash horde abroad than is reflected in terms of the profits here, and abroad, for big company like sysco even apple. neil: they have bn moving up with prospects of rates going up, i don't think this is rocket science. >>et's open this up, best way to deal with this fiscal cliff, get revenues on tngs we don't like, like, wall street speculation tax, and tax gets rid of corporate welfare, and put it no community public -- put it into community public work renovatio that creates jobs that cannot be exported to china, it is amazing that congress does not get that connection. at leastut it back into the@ community. thats the best way -- >> ralph. i ve youo much, b i wish i had more time to just yell at you. i want to get you bac continued success wh your book. >> thank you, neil. neil: when we come bark, text, you tex people, it is 20 years old today, what should i wear? ♪ ♪ [ engine revs ] ♪ [ me announcer ] oh what fun it is to ride. get the mercedes-benz on your wish list at the winter event going on now rough december 31st. [ santa ] ho, ho, ho! [ male announcer ] lease a 201 e350 for $57