>> i don't know if -- i'm glad you said some not all of them. you've got to put them in various categories. a name like yelp, they have done everything right when you look at their revenue growth, it's spectacular, since 2010, last year, again, but, when you look at some of the costs they've got, and you look at the valuation which they'll have a valuation, it will be a forward valuation now, over 325. has this gone pretty far, pretty fast and there's downside? absolutely. i wouldn't stick with a name like that. i got out of facebook around that 50, 51 area, not long ago. i think there's downside for facebook, not because they're doing anything wrong but there's room to the downside before i have to step in again. i'm looking for a number, low 40s, not where it is at this point. >> wow, 50 is the number that people are hanging on. dan niles, big tech investor, out of facebook at 50 bucks. and the firm selling one-third of the facebook for close to 50. pete's getting out of facebook.