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The company is thriving despite Amazon's lurking presence, but is the market getting ahead of itself with the stock's price?

And the interaction's amazing. but there seems to be a formula and we saw it here, too. president obama and george w. bush would not have been that relaxed two years ago even though president bush did his best to make the new president relax. but there is a learning curve. every president seems to walk in saying i'm the first who did this. i cracked the code. i'm smarter than everybody else. you guys just go home. then they find themselves two years later going i can't call my friends. they don't get it. i can't call my campaign people. they don't get it. then it hits them. they've got to call...

This. i cracked the code. i'm smarter than everybody else. you guys just go home. and then they find themselves two years later going, dam. who do i call? i can't call my friends. they don't get it. i can't call my campaign peoplep th they don't get it. they have to call the guy that they had contempt for two years ago. >> they dial the club. it's almost like there's a special number. and usually each president who comes in finds one other president who he can somehow relate to, connect with, trust, and comes to trust them over and over again. >> it doesn't -- you know, you said two years, it ...