tim moran of oppenheimer joins us now it's a buy rating and a $250 price target tim, to some degree a up a lot during the pandemic what does it mean for microsoft for the future for the financial performance? >> we think it's cyclical. l longer-term, they have a massive growth story they're huge investors in a.i. we think it could be just as transformative as the iphone was 15 years ago, or the internet 25 years ago. they're in a position to dominate that. they're continuing to invest longer term. they are investing in data centers. and you got to remember, they tripled the headcount in the last seven, eight years. we're only looking at a 5% reduction, which i'm sure there's a lot of excess in the company. this makes a lot of sense. >> certainly, the stock became stoutly valued at the highs and the premium. where are we going to see the a.i. efforts in terms of microsoft businesses will it be internal productivity at microsoft or more public facing products that will catch on, do you think? >> we think they're going to create a platform and open this up for anyone to use and if they d