microsoft -- actually, microsoft just announcing a v.c. unit.oft, you also have apple fighting for your living room, and then on the flipside you have amazon that's creating whether it's these ambience sort of personal assistants, i think you just decide what you think is going to be around. amazon, i feel like looks good, feels good, doing a lot with content -- maria: what about valuation on amazonsome.on's a little high -- >> i just took profits on netflix maybe a little bit early, and i am intimidated, i am worried about getting caught in these things. i'd like to get a double-digit gain in a short period of time. if you're willing to hold for five years, most of these people think they're going to make money sooner rather than later -- >> but that's kind of their responsibility. [laughter] maria: good point. gary: before the program i was thinking about amazon. i've been in the market for 30 years now, and i've seen a lot of great growth companies through many, many cycles. the fact in this company -- and, again, the valuation issue has burn