LIVING, YOU DON'T WANT TO MISS
BOTH OF THOSE INCREDIBLE LADIES.
IMAGINE BEING REQUIRED BY YOUR
PLEASURE, APPLE'S BOARD HAS BEEN
REQUIRING CEO TIM COOK TO FLY
PRIVATE FOR A YEAR.
COMPANY SITE SECURITY REASONS AS
THE CEO GOT 50% PAY BOOST IN THE
FISCAL YEAR.
JOINING US NOW INSIDE CHIEF
STRATEGY OFFICER AHEAD OF
TECHNOLOGY RESEARCH DANIEL,
>> YOU SEE IT ACROSS COMPANIES
TEN TIMES SMALLER.
THE COMPANY THAT'S WORTH ALMOST
900 MILLION IT'S ONE THAT MAKES
SENSE.
BUT REALLY PROBABLY IN THE
COUNTRY SO I THINK THIS IS THE
SAFETY MEASURE AND FORMALIZED
THE POLICY THAT NEARLY EVERY
OTHER COMPANY HAS.
>> IT'S NOT QUITE THE GE ROE --
CEO THAT HAD A CHASE PLANE.
NOT EVEN PUTTING HIM IN TOP 10
FOR MOST HIGHEST PAID CEO.
IT'S A NICE PAYCHECK BUT NOT
EVEN -- NOT HUGE.
WHAT DO YOU THINK OFICS --
IPHONE 10, WHAT DO YOU MAKE OF
5 MILLION UNITS GOT PULLED FOR
MARCH INTO DECEMBER, I THINK IN
DECEMBER 4 TO 5 MILLION UNITS
AND ALSO ASP, ALL CHECKS IN
IPHONE 10, SUPPLY AND DEMAND
JUST REACHED, IT HAD BEEN ABOVE
EXPECTATION, SOME SOFT SPOTS IN
CHINA.
THAT'S WHY YOU SAW THE STOCK NOT
GET HIT TOO MUCH ON THE REPORTS,
THIS WAS MORE APPLE ESPECIALLY
DEMAND ISSUE, MARCH AND JUNE ARE
THE MAKE OR BREAK QUARTER FOR
IPHONE 10'S TO HOLD SUCCESS AND
WE ARE HOPEFUL THAT WOULD BE THE
SILVER BULLET RELEASE.
>> DOESN'T IT SEEM LIKE ANOTHER
SITUATION OF RAISE, EVERY TIME
THEY PULL EARNINGS, THEY PULL
BACK ON GUIDANCE, THEY BEAT
ESTIMATES AND RAISE THEIR
GUIDANCE AGAIN, ISN'T THIS WHAT
WE ARE SEEING, PULLING BACK ON
HOW MANY IPHONES -- IPHONE 10'S
WERE ACTUALLY SOLD, PEOPLE THINK
THERE'S LESS OUT THERE AND WHEN
WE COME TO IT AND WHEN THEY
REPORT THE EARNINGS, IT'S
THAT'S WHY I THINK WITH THESE
REPORTS WHILE IT'S SORT OF YELL
AND FIRE IN A CROWD THEATER
SITUATION, YOU TO TAKE A STEP
BACK, YOU TO LOOK AT THE
TOTALITY HERE.
THEY WILL BEAT THE IPHONE
30 MILLION UNITS SOLD.
THAT'S WHY YOU HAVE TO
350 MILLION USERS THAT HAVE A
WINDOW OF OPPORTUNITY TO UPGRADE
HERE.
SO I THINK THAT'S REALLY THE
FOCUS HERE FOR APPLE AND I THINK
YOU'RE RIGHT, THIS IS
UNDERPROMISE.
CHERYL: I WANT TO TALK ABOUT
AMAZON AND THE POWER, YOU SAY
THAT AMAZON ACCOUNTED FOR 45 TO
50% OF ALL ONLINE HOLIDAY RETAIL
SALES AND THAT PRIME MEMBERSHIP,
YOU'RE CALLING IT THE GOLDEN
JEWEL OF THE BEZOS EMPIRE?
>> YEAH, LAST YEAR THEY HAD 38%
OVER HOLIDAY SALE.
WE BELIEVE THIS YEAR IT'S ABOUT
45 TO 50%.
IF YOU LOOK AT BLACK FRIDAY, I
THINK IT WAS OVER 50% IN TERMS
OF WHAT THEY GAINED.
WAL-MART SHOWED POSITIVE
SUCCESS, DEFINITELY STEPPED UP
GAME, TARGET, BEST BUY, WE
BELIEVE HIGH 80 MILLION IN TERMS
OF WHAT AMAZON HAS, THAT'S
REALLY AN IRON FORTRESS WHAT WE
ARE SEEING.
TYPICAL PRIME MEMBER, IF THEY
ARE GOING TO LOOK TO BUY, WHICH
I'M SURE MANY YOU DO, THEY'LL GO
THROUGH AMAZON, THAT'S WHAT WE
ARE SEEING ON AVERAGE THEY SPEND
ABOUT 20% MORE THIS YEAR THAN
LAST YEAR IN TERMS OF PRIME
MEMBERSHIP AND THAT'S WHY
EXPANDING INTO GROCERY, WHOLE
FOODS, ULTIMATELY THROUGH
PHARMACY AND HEALTH CARE NEXT,
THAT'S WHERE RIGHT NOW THEY ARE
CONTINUING TO EXPAND, WHAT I
CALL AN EMPIRE HERE ON THE
CONSUMER SIDE.
>> DANIEL, IT'S INTERESTING
OUT, SEEMS LIKE A LOT OF FLUFF
IS IN HERE, SO, YOU KNOW, WE ARE
SITTING HERE TALKING ABOUT PRIME
ARE.
YES, WE HAVE 4 MILLION, BUT THIS
IS JUST WHAT AMAZON IS REPORTING
TO US.
SO THE LAST TIME I WAS LOOKING
AT AMAZON EARNINGS, REALLY THE
DRIVING FORCE OF THOSE EARNINGS
WAS THEIR AMAZON WEB SERVICES,
SO CAN YOU TELL ME A LITTLE BIT
ABOUT HOW, DO YOU THINK THAT
THEIR WEB SERVICES IS GOING TO
BE ABLE TO SUSTAIN THIS GAIN
THAT THEY'VE HAD, 40% INCREASE
GOING TO BE ABLE TO COMPETE WITH
MICROSOFT AND GOOGLE ON THAT
FRONT?
>> YEAH, THOSE ARE GREAT POINTS,
THAT'S WHY IN TERMS OF PRIME
SOMEWHERE AROUND THERE, THAT'S
WHY THE PRESS RELEASE WAS MORE
FLUFF JUST LIKE YOU SAID.
WHEN YOU LOOK AT AWS, YOU LOOK
AT THE SECULARSHIP AMONG CLOUD
AND ENTERPRISE.
AWS AND MICROSOFT ARE JUST ON A
THAT'S SOMETHING WHERE THAT'S
REALLY WHAT WE BELIEVE ON THE
ENTERPRISE SIDE WILL BE MAJOR
GROWTH DRIVER AND CONTINUE TO
SEE 30 TO 40% GROWTH.
WE ARE SEEING A MASSIVE SHIFT
AMONG ENTERPRISES TO THE CLOUD,
HYBRID CLOUD, PRIVATE, PUBLIC
AND THAT'S WHERE AMAZON RIGHT
NOW ALONG WITH MICROSOFT SECOND
IS REALLY LEADING THE CHARGE
ABATING.
CHERYL: EVERYTHING IS ONLINE.
YOU HAVEN'T BEEN TO STORE IN
YEARS.
>> I REALLY HAVEN'T.
CHERYL: WHAT YOUR PARTICULAR
BEHAVIOR WHAT HAPPENS TO
WAL-MARTS?
>> I DON'T HAVE TO GO ACROSS THE
STREET TO GET PAPER TOWEL AND I
DON'T WANT TO BECAUSE IT'S COLD
OUTSIDE, IT'S USUALLY NOT SIGHS
OUTSIDE.
OTHER COMPANIES DON'T REALLY
IT'S HARD TO NOT USE CONSTANTLY,
THERE'S NOTHING THAT THAT'S
EARLIER, EVERYTHING IS GOING
ONLINE AND AS YOU'RE SEEING THE
CONSUMERS SPEND MORE, LOOK AT
THE HOLIDAY NUMBERS.
PAYPAL HAD A STUDY THAT THEY
WERE SAYING, 45% OF PEOPLE WERE
SPENDING FOR THEIR HOLIDAY
PRESENTS WITH THAT PERSON NEXT
TO THEM, JUST BUY ON THEIR
TELEPHONE.
IF YOU CAN PURCHASE GIFT TONS
MUCH CAN BUY STUFF FOR THE
HOUSE, PAY MORTGAGE, DO WHATEVER
JUST FROM THE DEVICE OVER HERE.
CHERYL: USUALLY, DANIEL, TOO, WE
ARE TALKING ABOUT HOW TECHNOLOGY
LAS CHANGED, WE ARE TAKING ABOUT
FACIAL RECOGNITION AT THE
OLYMPICS, I WONDER IF YOU HAVE
TOP PICKS FOR 2018, TECHNOLOGY
STOCKS THAT WE CAN MAYBE BUY?
THOUGH DISNEY-FOX, WE BELIEVE
INTERNATIONAL EXPANSION, CONTENT
IS KING.
THAT INTERNATIONAL, WHAT THEY
ARE DOING ON MEMBERSHIP, WE
BELIEVE NETFLIX HAS MAJOR RUNWAY
AHEAD EVEN THOUGH DISNEY GOING
TO 2019 BECOMES A COMPETITIVE
AI, YOU LOOK AT AUGMENT REALITY
AND CLOUD AND SOME AREAS, EVEN
ON THE CYBERSECURITY SIDE LIKE
PALO ALTO.
YOU LOOK AT WHAT THE RECKULAR
GROWTH TRENDS, E-COMMERCES,
STREAMING, YOU LOOK AT AI, YOU
LOOK -- BUT YOU MAKE YOUR BETS
AND THAT'S WHERE WE WILL LOOK AT
NETFLIX AS TOP PICK GOING WITH