here is why. one, all of the big tech companies are sitting on tons of cash, billions, and could buy what is left. second, if there is a big tech decline, that's going to take a lot of the air out of the bubble here in washington pushing for antitrust deregulation, and you would have on the other side, you would have more politicians who are backing up tech, trying to promote a recovery. of course, tech companies would pay a price. they live in an area of america where it would be tougher to recruit talent. but when we look at what is standing it is hard to see a scenario where the big incumbents now aren't the big incumbents later. >> michael allen, we appreciate the additional reporting and you being with us today. thanks to all of you for getting up way too early with us on this tuesday morning. "morning joe" starts right now. ♪♪