Subject: Re: Ravi on repurchases and valuation
"you can't justify holding hundreds of billions of cash indefinitely. If memory serves, he even gave himself a deadline of a couple more years, 4-5 years ago, beyond which it would be unconscionable to keep holding so much cash"


from memory he said it would be hard to justify holding $150 billion 3 years from now. I can't find the quote either.