blackhawk was horrendous, yet i think that bill tauscher has to explain what happened to revenues.ory. the company that does cards, the wall of cards. er. there's answers that have to happen. they may turn out to be opportunities. >> as we close out february there's a point you want to sell discretionary and buying utilities? am i wrong? is that day coming. >> somebody upgraded i don't want to mention, had a sellen uil, got a bid from the spanish last night. i don't know. i still -- i am waiting for the banks to have -- follow jpmorgan which had a great analyst meeting, that's 17%, 18% of the s&p. i think we'll see continued rotation in salesforce.com and out of the big cap pc-related companies, doing not well. >> a couple of napes we didn't get to arcp remember that name? of course. >> oh, how are they doing. >> audit financials will be done by march 2nd, when they said they would be. now they can go on to find a new ceo at arcp. big named activists in the stock as well. but it's up 5.5%. and then there's t-mobile tmus keeps going john legere saying the same thing he said last wee