ted schadler, first, i guess a simple question, why apple?we know all of the gadgets of course, but why apple. you certainly wouldn't have thought this ten years ago. >> well, apple has obviously not just the ipods and ipads and iphones and all of those gadgets we carry around, we also have 375 retail store, 300 million people walk into the mall and go to the apple store every year in 2012, so they have a lot of technology to sell and services and media they're selling as well and they have really taken the world by storm here at home and at work. >> brown: richard sylla, i want you to put this in some perspective when you think about what the particular company that's number one in a particular time, what does that -- what do you read into that? what does that tell us? >> well, i think it tells us that certain products at certain times are dominant products. you know, if you go way back, the united states steel in 1901 put together by j.p. morgan, was the dominant company of that e a era, and that was the age of steel. you know, we were buil