CHARLES: DETAILS OF THE NEXT
IPHONE ARE LEAKING OUT.
IN A "FORBES" ARTICLE, POPULAR
PHONE-MAKER GHOST TECH, KNOWS
THE I-11 POPULAR DESIGN BUT
TAKING PREORDERS FOR CUSTOMERS.
THE CASE IMAGES SHOW OFF THE
IPHONE 11 DESIGN FROM EVERY
SINGLE ANGLE.
II WANT TO BRING IN LOOP
VENTURE'S, GENE MUNSTER.
SO FAR, GENE, PEOPLE ARE NOT
THAT IMPRESSED WHAT THEY'RE
SEEING?
>> CHARLES, LET ME TAKE A STEP
BACK THIS REACTION IS
REPRESENTATIVE OF A LARGER ISSUE
AROUND THE APPLE STORY.
I THINK AT THE CORE OF IT IS IT
IS HARD TO SATISFY THE POPULAR I
GUESS ONLINE MEDIA, CROWD SOURCE
MEDIA.
IT MISSES SIGNIFICANCE OF WHAT
IS GOING ON.
I WANT TO QUICKLY WALK THROUGH
WHAT IS EXPECTED FROM THE
IPHONE 11.
THERE WILL BE LIKELY THREE
PHONES.
THE SIGNIFICANT DIFFERENCE THEY
ADD A THIRD CAMERA TO THE BACK.
CURRENTLY MOST ADVANCED iPHONE
HAS A TWO CAMERAS.
A THIRD CAMERA MAKES MORE RICH
IMAGES, ONE OF THE SELLING
POINTS ON A PHONE.
THEY'RE LOOKING ADDING
POTENTIALLY A THUMBPRINT READER
THROUGH THE SCREAM, THAT WILL
STREAMLINE GETTING INTO YOUR
PHONE.
LASTLY A NEW WAY TO CHARGE THE
PHONE THROUGH THE USB C
CONNECTOR WHICH IS FASTER.
I UNDERSTAND WHY PEOPLE SAY THIS
IS NOT ENOUGH, BUT THE CORE OF
THIS THE PART THAT GETS MISSED,
YOU HAVE TO THINK ABOUT APPLE IN
TERMS OF EVERY COUPLE YEARS.
THIS CYCLE COMING UP WILL BE
RELATIVELY MODEST IN TERMS OF
RAW FEATURES.
WHEN YOU FAST FORWARD TO NEXT
YEAR, 5G, THAT WILL BE A
SIGNIFICANT UP GRADE.
WHEN WE PUT IT TOGETHER, SHARES
OF APPLE, REPRESENT UP SIDE OF
ANY LARGE CAP STOCK.
CHARLES: THAT IS GOOD TO KNOW.
I FIND HEELS OF CRITICISM OF
JONY IVES LEAVING, NOT
CONTROVERSIAL WITH TIM COOK,
PRETTY UP IN ARMS THE WAY ITS
REPORTING IN THE MEDIA.
PEOPLE SAY THEY'RE LOSING THAT
WHIZ BANG, SORT OF PIZAZZ THEY
ALWAYS KIND OF POSSESSED?
>> IT IS PLAYED, THAT KIND OF
THEME PLAGUED APPLE SINCE
STEVE JOBS' DEATH.
IF YOU LOOK BACK WHAT THEY
ACCOMPLISHED, SPECIFICALLY ON
WEARABLES OVER LAST FEW YEARS,
REPRESENTED THAT PIZAZZ IS STILL
THERE.
IT IS IMPORTANT TO NOTE TOO, THE
TYPE OF AVENUES THEY'RE LOOKING
TO CONTINUE THAT, AROUND
INNOVATION, PARTICULARLY AROUND
HEALTH CARE, AROUND AUTOMOTIVE,
FUTURE OF AUTONOMY, MOBILITY.
RECENT ACQUISITION AS YOU KNOW
ABOUT LAST WEEK IN THAT AREA,
ABOUT MOBILITY.
NEIL: RIGHT.
>> SO I THINK THAT PIZAZZ IS
DEFINITELY ALIVE.
I THINK THAT INVESTORS WILL BE
REWARDED FOR THEIR PATIENCE.
CHARLES: ONE OF MY OLDEST
PERSONAL HOLDINGS.
I FORGOT THE WHEN I BOUGHT THE
STOCK I HAVE OWNED IT SO LONG.
I WANT TO ASK YOU, GENE, SAMSUNG
WARN ABOUT SECOND QUARTER
PROFITS, LIKELY CUT IN HALF OR A
LITTLE MORE FROM LAST YEAR.
WHAT WENT WRONG HERE, WHAT ARE
THE BROADER IMPLICATIONS?
>> TWO THINGS WENT WRONG.
WHAT HAPPENED WITH HUAWEI, IT
HAS NEGATIVE IMPACT ON THE
MEMORY BUSINESS.
ONE REASON THE STOCK TRADED OFF
EARLY IN THE YEAR, WHAT HAPPENED
REALED TO CHINA, SPECIFICALLY.
APPLE IS CUSTOMER OF SAMSUNG.
SO IS HUAWEI.
IT HAD NEGATIVE IMPACT ON THE
MEMORY BUSINESS.
YOU HAVE THE RESULTS FROM
SAMSUNG.
IT IS SOME WAYS REAR LOOKING.
THE MOST SIGNIFICANT PIECE HERE
IS THAT THERE ARE EBBS AND FLOWS
IN THESE CYCLES AND THE
FEATURES.
SAMSUNG WILL ALSO BE A
BENEFICIARY FROM THIS 5G.
IT GETS A LOT OF HYPE.
IT IS HARD TO CONCEPTUALIZE THAT
I THINK THIS 5G THEME WILL
ULTIMATELY LIVE UP TO ITS HYPE,
BENEFIT COMPANIES LIKE APPLE AND