and hitting it with a tranquilizer dart the baird takeck

baird analyst highlighting facebook testing a new mobile ad network. is another step toward a significant opportunity in the network ad space. he has a $37 target and he thinks facebook will launch a broader outpouring across the web, all la google. >>> goldman sachs downgradie ii charles schwab from neutral to buy. they believe that the recent action by the fed especially buying mortgage-backed securities, is going to pressure re-investment yields. they note that 70% of schwab securities portfolio are in mortgage backed securities. something the fed has been buying. they think that could compress profitability. charles schwab today is up 21% year to date, but down today. >>> upgraded from buy to neutral. positive on their hepc treatment including a potential marth entry for the drug in 2015. they doubled their price target from $7 to $13. $3.60 to the up side. deutsche bank initiated a buy on this stock today, if i am correct. >>> disney shops are also headed for jcpenney. getting a little mini bounce on that. >> gray beard over here. >> i call him no

baird. good morning, regular person lemon. oh, hey, are you around this weekend?aybe we could have that date we talked-- yes. okay. uh, how 'bout...friday? oh, no, friday i have a stupid...show. how 'bout saturday? saturday, uh...okay. i guess that doesn't have to be weird. okay then.

california perspective i'm joined by carla marinucci of the chronicle, doug sovern of kcbs radio and john baird of knx radio. we have all been here for this unpredictable week. carla, do we now know who mitt romney is? >> we saw, belva, the reset of the mitt romney campaign. they needed to introduce him as someone other than a millionaire or bain corporate raider or job outsourcer. we saw all week long at the convention, friends and his wife, ann, delivering a great speech and trying to show or fill in the picture of who mitt romney was. you saw it the final night when members of his church come forward and family. that is the goal of the republicans right now. to introduce him to america. >> belva: john, do you feel you know him? >> i don't know we know who mitt romney is. do we ever know who these men or women are? who they are is who he wants america to see him as. a family man and church man. the man who will turn the country around. a seasoned business leader. i found it odd some of the messaging during the week. i did not think it was as unified as we usually see from the republicans. alt

my name is william baird. i have been a resident of san francisco for over 29 years. i am the president of the sentences the chapter of a club called the defenders. we are a service organization, part of the leather community chartered by dignity usa, a national organization of lgbt catholics. one of our primary purposes is to raise money for distribution to a variety of organizations. while i am encouraged by many comments, i remain concerned about the the looting of support -- goodbye lifting of support for the lgbt committee with the transfer of the license. we ask that you consider the intent of the management for being supportive of the lgbt community by providing the means for fund-raising using the unique character of the venue. simply providing beverages for sale to the general community is not enough. there are many bars and restaurants that do that. indeed and legacy of the eagle -- the need and legacy of the eagle is to partner with a variety of organizations to generate income for lgbt groups. thank you. supervisor elsbernd: thank you very much. next speak

our producers met 18-year-old stedman baird in the original lockup pendleton. >> last time we were here, it was summer and you were out in the cage. and now it's snowing and winter and where are you? >> back here. i got out, though, for a couple of months but i came back for battery. >> what made you do that? >> i don't know, just got into it with someone. >> you have seen your mom? >> not since she came to see me coach. i don't really like seeing my family in here. >> how do you feel about getting out? >> i'm nervous but anxious. i don't know what it will be like out there. it's been three years. i don't know what it will be like. i don't know. life one day at a time. you make mistakes, you have to learn from your mistakes. >> he could be acting just fine while here's in school and then the very next second he could be having an outburst and be hurting someone. and it just comes out of nowhere. you don't ever give up because you never know what's going to work today that didn't work yesterday. >> the challenges are understanding what makes a kid react before he thinks. it can get to th

joining us, will power, senior research analyst at baird. can b brk-10 save rim? afternoon, brian. thanks for having me. good question. it's a show me story and an uphill battle. there is a chance. you look at the packers and seahawks. anything can happen. but as you look at android and apple, they are clearly facing a difficult challenge. >> difficult or impossible? >> i wouldn't say it's ever impossible. but one of the challenges now is turning around consumer mind share. look at the latest windows devices. in some respects they have nice software features. yet, customers aren't flocking to them. the question is how do you reengage customers? i think it's a challenge. >> you look at the lack of holiday products from rimm and think, is that it? was that 4th and long and they missed? >> i think as you look at rimm here, yeah, long term you are betting on blackberry 10 as you have noted. it is fourth and long. it's gotten longer over the course of the year. that's been a disappointment to investors. i'm sure to rimm internally as well. at some point it becomes insu

ryan baird is the neurosurgeon treating his father. >> it is stressful enough dealing with the surgeryhe diagnosis and the coming treatment, there is no doubt in my mind that any other family or personal issues are going to make it more challenging. >> reporter: so with president mahmoud ahmadinejad in new york now, they say they are putting themselves at his mercy. >> i'm sure that he's going to hear my voice. he's in the united states, he is going to listen to me. and hear me. i just want him to hear my voice as a mother, don't destroy this family. please don't destroy this family, bring amir home. amir is the heart of this family. >> reporter: now facing an incurable cancer, he says he cannot accept the fact that he may never see his son again. >> that's my biggest fear, that i may not see him. and that's my last wish to see my son and hug him and kiss him before i pass to the other side. >> reporter: ahmadinejad has so far refused to meet wit them or discuss amir's case. but somehow this family hopes what is now a desperate plea will finally be heard. paula newton, cnn. >>> it has

baird is with us.me to halftime. >> thanks for having me. >> give us the answer to that question, saving face, clearly what zuckerberg hoped to do when he went public for the first time a couple weeks back. >> i agree, that was the first catalyst to get the stock moving. he sounded more confident, upbeat in the company's future and quite frankly the company is also showing some early signs of success on mobile platforms, and we all know that's where most of the growth is online, and so that shifted the tenor of the debate from the ipo and lockups. >> certainly may have sounded more confident but it seems as though investors in wall street itself are more confident in him, right? they feel like he really does have a handle on what's happening with the business, where the growth really could come from. >> i think that's right. over the summer, we've seen facebook make progress with their mobile apps and ios and soon with android, talking to advertisers telling us they're seeing better returns with their

baird lowering its estimates for the rest of this year, also the rest of fiscal 2013, but take a lookthe one-week chart. seen a steep decline in shares. more than 20% since the word came out that deckers was lowering prices on some of the key ugg styles so that's concerning to investors. >> thank you very much. >>> as we said at the top of the show it's the waiting that is hardpart, and we're waiting for so much, the election, the fiscal cliff and more, but is waiting wrong? >> plus, an iphone sale every single nine seconds, is that disa disappointment? >> and barney frank once told me to stop obsessing. while were you sleeping, this mystery stock is on track for its highest close stock ever. who is it? we'll show it to you coming up. ? the equity summary score consolidates the ratings of up to 10 independent research providers into a single score that's weighted based on how accurate they've been in the past. i'm howard spielberg of fidelity investments. the equity summary score is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explo

the three internet giants all lower today even though there is a really bullish note out of baird, raising the price target on all three saying they expect shares to out perform regardless of the broader market direction. simon baker hughes, you read this note. >> yeah. >> what's the point here? these guys are bigger so they're better. why is that going to make them out perform. >> unless you said bigger is better and absolutely so. i mean, regardless of what's going on in the market you have to love all three. there is more users, more people using it, more advertising space, it is a positive thing and the networks are faster and faster so the whole experience is better and better. as a group regardless of what's going on in the tech sectors, these will do very well. >> all of the three have exactly what we talked about for so long. >> absolutely. >> they grew and everybody knows the brands and they'll be winners regardless. >> absolutely. >> then there is facebook. >> you haven't talked about facebook on this show very much. >> yeah, facebook, he doesn't list that. >> it is not. these ar

former cia officer bob baird joins me now by phone. good morning, bob. >> good morning. are you? >> just wanted to make sure you were there. >> yeah. >> we have war ships headed to libya. there's talk of drones. is it possible to find specific people responsible for the ambassador's death? >> you know, the problem now -- i'm just getting reports out of the middle east that this is al qaeda attacks by a man who is able to cross the border into subsaharan africa. and he may operate out of mawli. that's a very remote area for drones to survey, to fly to. these people are long gone out of the benghazi area. they're going to be very difficult to find. and it could be the same sort of search we had for bin laden. it's this kind of difficulty they're facing. they really have no choice. this is the best the president can do at this point. >> so, is this man a libyan citizen? >> he is al qaeda -- yes, he's libyan. it's a libyan group that has a long history of violence. they were in wazihristan and moved to northern mawli. there's no jurisdiction over that. it's basically al qaed

>> you know, ironically -- or maybe not so, in the baird universe, we had our second largest cut in estimatese over the last ten years, second only to 2008. we had almost 40% of our company's estimates come under downward earnings estimates revisions in july. that's pretty significant. the question is has that set the barlow enou low enough. >> are we missing this giant train wreck in front of us? are we all being far too senguin? >> the policy is going to work its way up. not only in the u.s., but in europe and abroad. >> so just to go back to the point you were making about earnings estimates -- >> yeah. it was a pretty broad range of reductions. over 40% of our companies saw earnings estimate reductions. >> what i'm saying is what does that now mean for what's coming up, and valuations? >> yeah, absolutely. i think it reflects a slowdown we saw in the summer. i think that's a mid cycle slowdown. as long as we get the fundamental underpinnings of growth over the next six months, we should be in pretty good shape from that perspective. >> do estimates still have room to fall in 2013? >> i th

baird shelley and sign twl, concludes with the following statement.there must be something about this code that you haven't explained yet. that's the end of the book. [applause] >> we have a shortage of many things in this country, george. engineers are among them. software, hardware, you name it, but i'm now convinced that may be one of our other great shortages is a diligent, so intelligent and motivated historians are going to go out, find these boxes and incredibly rare papers and these notes that will really help us understand the full scope of what's happened in history and what the implications are for the future. >> i agree. here we have living history tonight. he has the microphone. >> do want to talk just a little bit, first of all let me say thank you to george dyson for -- [applause] >> please, come on up. come on over here. >> take a chair. i want to hear him explain what it was like to join this project at age 17. >> have a seat. you and george have a conversation. >> holed up and i think if you talk -- there you go. >> george and i have

baird professor of economics at harvard university. the moderator will be roger altman, chairman of new visions for public schools and founder and chairman of evercore partners. the third panel entitled "harnessing technology to improve k-12 education" discusses a paper by aaron chatterji. associate professor at duke university. the moderator again will be michael greenstone. finally we are deeply honored to conclude our program with remarks like the honorable arne duncan, secretary of the u.s. department of education. he will make his remarks, and then he will entertain questions from the floor. this is a truly remarkable program that will give all of us the opportunity to listen to and engage with important thought leaders in this absolutely critical area. for development elect rule concept for this area come and then to bring the program together, let me thank three people. michael greenstone, threats of the hamilton project, karen anderson, managing director of the hamilton project, and adam mooney, project and senior fellow brooki

in keeping with clear signaling and communication that we want to send to the regime and minister bairdand the prime minister i think have made canada's position very clear. that is we have a different expectation of iran than their current behavior. >> the red line might've been a sterile argument. >> it think people can interpret where and what the red line is but achieving a nuclear capability is the red line. when and where that kicks and is open to it -- interpretation. >> mr. secretary want to ask you about serious chemical weapons and you have spoken about here broad concern with it. i want to ask u.s. specificity this morning, they claim they have captured some military strikes in iraq in an area where in fact they have found chemical weapons, components, capability whatever it may be. so do you know if the rebels have essentially found, you have concerns they have found various chemical weapons capabilities? do you believe that serious chemical weapons have been moved beyond the initial incident of many weeks ago and what concerns are opposed to the equation? does it raise the

baird. will, i'm going to start with you since you cover apple.apology the first thing i thought of was would steve jobs have done that? would he have put a maps product on the phone knowing that it wasn't ready for primetime yet? >> well, that is a very good question. we're not going to have the answer to that. i think ideally perhaps no but there seemed to be some parallels here with antennagate putting out an apology for a product that clearly wasn't up to apple standards. i guess it's a bit of eating humble pie and maybe good for all of us but i have every confidence apple will recover and put out a better product. >> so recover from this and also from possible component supply issues that are now sort of, i mean those concerns are sort of gaining steam a little bit with a reuters report this morning about how sharp didn't ship any lcd displays until last week or whatever the time frame was but basically later than expected. >> well, i think supply is the big question for iphone 5. there is no question about it. we continue to do nightly and d