What he needs to do to stay in his job is continue to beat the S&P 500.

The software business is increasingly important for Sun. I do anticipate they'll continue to make acquisitions there. That needs to be part of the strategy.

They all own GE, they all own Microsoft, and you're starting to see AOL show up. You're seeing a lot of common names.

Fidelity has been slightly more conservative over the past couple of months.

Fidelity has 300 funds with different managers. As a company, they've lightened up on technology as technology has gone up, but there are a few exceptions.

They've made so much money in technology, they're taking some money off the table.