@joefriday_714 Here's flaw in thesis: Only $GOOG will hit an advertising funk. In '08-9 $AAPL didnt have Iphone or recurring revenue from apps (now 33%) $AMZN sold books (Now getting all sales); $MSFT didnt have cloud (now gets recurring revenue AZURE); $NFLX adding during virus. https://t.co/prkL36n5fe