getting it right and timing is crucial. >> shares in european chipmakers are plummeting after bankhaus lampe said there was strong evidence that apple was developing its own power management ship and ditching dialog's quote in part. lampe believes apple was setting up development centers in california and that dialog would face significant uncertainty. the german bank added that dialog's chip designers continue to be highly valuable. apple has over the last couple of days clashed with another supplier, imagination technologies. and they have said in a statement they're going to reduce reliance on that particular supplier of graphic processing units over the next 12 to 24 months? why? they want to develop their own chip. increasingly, apple wants to do everything in-house, like samsung is doing. some of those suppliers have been heavily reliant on apple will be feeling the pain. >> it's very smart of apple. then they have full control over everything. i question dialog's internal value because this contract goes away doesn't mean there's no value to be found in the company. a lot of people wo

chipmaker dialogue semiconductor , absolutely tanking in the early trade after a note out by bankhaus lampeg, the stock is down 18%. dialogue here in white. in blue, i couldn't imagine out of london because the first thing happened to this stock last week. lampe say there is a chance of the apple -- apple doing its own chip and replacing the one by dialogue. the drophe reason for in dialogue. apple was also the reason for the crash in imagine shares last week. interesting to look at what is happening in the tech sector or are. -- tech sector. apple is moving a lot of european stocks. guy: supply chain is one of the things to look at with this. represents, apple 74% of revenue growth right now for this stock. , if it turnso see out to be reality, how punishing it will be. maybe the drop today is just a warm-up. up.ogue certainly softening kokou stay with us. u.s. stocks versus european stocks? kokou: we like european stocks because of valuation, #issue, positioning and number three, the geopolitical. there is an opportunity to buy up cycles in european equities and finance those on the snp f