so, brian marshall follows the iphone for isi, and has a strong buy on the stock. nice to see you again. >> thanks, scott. >> china mobile first. what does it mean in terms of additional revenues and in terms of additional iphones? >> sure. it's a very big deal. if you look at it, apple currently has 280 carriers on the planet. that group collectively has 4 billion wireless subscribers. if you add china mobile to the mix, that, you know, obviously, almost 800 million wireless subs. so that automatically increases the footprint of apple's carriers by 20%. now, we'll have to see what kind of marketing and subsidies the two parties will come to terms on. but at the end of the day, you know, this could add 10%, 15% accretion to the numbers next year. we're at $45 of earnings, and calendar '14, this could add $5 if it's a successful ramp from both parties. >> we shouldn't be surprised, though, about this. right? >> no. >> we expected this to happen. i wonder whether any of this is already in the stock? >> yeah, i think -- you know, there clearly is some of this -- basic

if you could say i want to see brian marshall? now? boom.ller right >> that is the next th. they will want -- they will get it for you. that is the next step i think of what they're going to do. >> agreed. >> very neat. that day.t for coming up, there is a way to have your cake and eat it, too. at least according to ajay. he will explain. why does mercedes have pertained different cars when four models my have been just fine? today's -- the answer in today's global outlook. ♪ >> what if we could have our cake and eat it too? time for insight and action. this is what prompts the question. -- loeys writes think aboute, let's that. value and momentum. value says something is cheap. momentum says price is accelerating. how could you necessarily have value and momentum in the same stock? curious. here is what we did. we try to figure out if it is possible. we started with the s&p 500. then we narrowed it down to the lesss trading with a pe of than 10 times. there is the value component. only 53 made the cut. looked at stocks that are trading it in three percent of the 52-week hig

in fact brian marshall, i was having a conversation with him, he says there are some areas in tech that are undervalued, sblug names like ems and networking players juniper and f 5 networks. firmly above 4,000, that's the key milestone that -- with economic growth picking up, experts say that could fuel i.t. spending, which has been at a multiyear low, so a pickup in i.t. spending, that could be another catalyst. seema thank you very much. >>dom? >> well, sue. now, the easy case here may be to say that, yes, the financials are overvalued. so far in 2013, the s&p financials are up 31%, better than the s&p 500 overall, which is up 27%. if you look at it over the past year, the outperformance is even better, financials are up 37% versus 27% for the s&p. of course, when you have that kind of outperformance, it really begs the question, can it continue without some kind of pullback, some kind of correction, a reversion back to the mean or average? at the end of last week financials were still constituently overbought, just like they were the same time a week ago. around four out of every fiv

brian marshall of isi tried this in an apple retail store. said the experience wasn't that great.tes to upgrade his iphone. but not really any messages that were valuable walking by the mac area in the store. so they got some tweaks to make. >> does it reflect angela's first moves as the retail chief, or predating her? >> predating her. she's not joining until early next year. and she's probably going to take some time, from what i'm hearing, getting the lay of the land before really making her mark there. i'd expect to see her next holiday season having more of an impact. >> what would be an example of how this product works ideally for apple? i can't imagine what the user experience -- just apple store's big, but they're not that big. you kind of know where things are. what is the point? what is it telling you? how will that turn into more transactions? >> apple is trying to get people in and out of the store as happy as possible, and as quickly as possible. last holiday season, they started this program where you can go in with your phone, scan a bar code on an accessory, buy i

brian, to hyde park, to the roosevelt archives. and it--i started virtually from ground zero. but as i started plowing through the papers of george marshall, the papers of bill donovan and fdr's papers, i realized there were a lot of unst--untold stories and i was very encouraged to proceed. c-span: let's pick one of those names, bill donovan. who was he? >> guest: bill donovan was an authentic hero of world war i, a congressional medal of honor winner, subsequently a vastly successful wall street lawyer. now he becomes, in effect, the first head of a central intelligence agency in the united states.

brian, to hyde park, to the roosevelt archives. and it--i started virtually from ground zero. but as i started plowing through the papers of george marshall, the papers of bill donovan and fdr's papers, i realized there were a lot of unst--untold stories and i was very encouraged to proceed. c-span: let's pick one of those names, bill donovan. who was he? >> guest: bill donovan was an authentic hero of world war i, a congressional medal of honor winner, subsequently a vastly successful wall street lawyer. now he becomes, in effect, the first head of a central intelligence agency in the united states. franklin roosevelt appoints him in the summer of 1941 as--what eventually becomes the office of strategic services. kind of a strange choice because donovan was a staunch republican, had run for governor of new york on an anti-roosevelt, anti-new deal platform. but he was also a man of irrepressible spirit, boundless optimism, full of ideas and, in a sense, he--he reflected the qualities of franklin roosevelt so he was named the head of our first spy service. c-span: as you know, they called him wild bill donovan. tell us a wild story. >> gue