Good friday morning welcome to squawk alley. John fort is on assignment today. Dow up is 67, just off the highs of the session the s p 500 tech sector is up 17 year to date despite a big selloff yesterday with a volatile and first half of the year what does that mean for this second half . More on tech stocks, lets bring in mark mahaney and jeff ritzer, managing partner at ggb capital. Im looking at the week to date action amd down six google down five netflix five facebook two is this turning into more than a two or three day phenomenon . Thats hard to know i dont think. So i look at these stocks and i look at them differently the highest quality names that we look at are off, 4 , 5 off all time highs i dont view that as a major change google, we have new news there the eu decisions and the fine and what is likely to be more of those going forward. I can see why that stock pulled in more. Netflix always has that kind of stretch valuation. Do you have to go out a number of years and di