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But prices -- people are always talking. as long as i can remember and rana probably would agree, people are either sagely saying, well, p ratios are very high and then pe ratios are very low. the reality is it depends on the sector and it depends on the point of the cycle that that sector is. so some like amazon will be at one end, ford will be at the other. >> yeah, i agree with that. i'd be looking particularly at the tech sector, at the financial sector. some of those have really driven the markets in the last year and say, okay, how much froth is going to come off of there. i have to say ...

Let's start by talking about these ipos. linkedin. sort of makes me go back to the late '90s, early 2000s. >> i was getting these flash backs of 1998, 1999 before the bubble burst. linkedin, they're first to the market. what's next? it's going to be groupon. it's going to be facebook, twitter. they're all going public at valuations that are enormous. trading at p ratios of 600. it's mind blowing. >> should you invest in the media sector in general? we talked about networks. we talk about linkedin. is media a good place to be? >> it is. everybody is still in media if you think about it. there's...