brian blair follows apple for rosenblatt securities. he joins us now with his take on. , good to see you. >> thank you. >> a lot of analysts are raising their expectations in terms of first weekend sales for next week based on the preorders. what is your expectation? >> you know, i think something we have to be very careful about. a lot of guys put their numbers too high two years ago. they were wrong. that's what caused the stock to go down. opening weekend we could easily see a number between 5 and 7. but the thing is it's not going to be huge because we know that the 6 plus is available in limited quantity. and so i think that people have to be careful about getting too high of an expectation for the opening weekend. the bigger question is what does the december quarter look like when we're going see this in over 100 countries in full vuchlt i think that's really the bigger -- what investors should be looking at. >> what are you expecting for the december quarter then? and what is basically the road map to 115 that you're seeing? >> so right now a lot of analysts in t

. >> right now from rosenblatt's security, somebody that follows blackberry, apple, brian blair joinsl ebay stock open? us about away told premium. $52, $53 close. where will you presume to put a valuation combined ebay this morning? toughs is going to be a one because a lot of people have been very bullish about the paypal business given the growth rates we have seen over the last five years. i think there are some new competitors in the market right now. ebay is clearly going to trade up several dollars on this. this is a huge positive. a lot of investors have wanted to see this, but there are new competitors. he mentioned earlier apple pay. bitcoin has made some headway into the digital payment market. is becoming very meaningful in asia that could spread around the world in years to come, so while there is growth and opportunity still there, there is competitors in the market, five think the valuation is going to be a little lower than what it would have been 20 months ago. >> when you write your research, are you willing to say that tim cook caused this de-combination? >> i will

. >> we are going to do a lot of alibaba, talking about it with brian blair.lso, here with us on set, we're going to have bret taylor, former cto at facebook. a lot of exciting stuff. i will see you at 3:00 p.m. up, doing more megadeals. we will have details when "bottom line" continues in just a moment. ♪ >> it is time for today's latin america report. the broadbandl by unit for about $9 billion. the move is designed to increase its challenge to competitors, including america mobile. cash, and a receive 10% holding in the business, and a stake in telecom italia. telefonica will finance the purchase with an increase by its brazilian business. citibank told a court it faces grave sanctions from argentina if it follows an order blocking it from making payments of $8.4 billion of the country's bonds. they were barred from fording a $5 million interest payment due september 30 two the bondholders. if it doesn't pay, citibank claims the branch faces criminal and civil penalties including the loss of its banking license and takeover by argentina. the bank said it wo

brian blair is managing director and tech analyst. he's going to be at the event and he joins us now with his expectations. good morning to you. i hear first of all before we can tell into expectations about the devices, i hear that you2 is going to be there today. did you hear that? >> i have. that's the rumor. i was in coopertino yesterday and talking about how they're going to be the ones to grace this big stage they built. >> and what do you think they are going to be unveiling in all this? >> there's always been a music component to the fall events. there have been a lot of people that played from chris martin from cold play to elvis costello last year. if they're going to do something with a big bang, who is bigger than u2? i hope they shows up. >> they've done a lot with u2 over the years. >> that's right. >> let's talk about the devices and let's talk about these expectations which are clearly high. i think everyone expects there's going to be a phone, probably two phones, two sizes. do we see ipads today? and do we really see

brian. we do have a larger issue with turkey that i hope we straighten out over timgoing to help the refugees. i think it is, however, also terrific that you're having tony blairecause he has been the only western voice to try to unify our people in a war and now we have a president ironically, who for the next two years is going to be a war-time president. that helps the democrats, but is he going to unite all of us behind a war? >> and also how aggressive is he going to be? is the military going to get the cart blanch to do what it takes or is the president going to put a governor on them? >> so far so good. joan austin is very competent. he's great general of the i worked for him in afghanistan. he's got his act together. the question now becomes can he effectively use air to stop isis quickly to do what bing just talked about, support getting the refugees protected, helping get food into them, and then we need to do something on the ground now. you point out the special operations guys, they're already there, doing good stuff. but we need to do more. i think we got to arm some of these refugee, send them back in. they don't want to be refugees. they want t