they did damage a few cars, other than than, they were "beary," good guests. >> who is going to do theo waxing. >> ouch. >> sorry. >> is it pool both? >> it will be in some areas but we will warm up, near average if not below average. you can see the orange smoke is where the heavy concentration is and at noon in northern sonoma northern napa county and santa rosa and san jose and here is lake tahoe. watch as we head through the evening hours it really starts to dissipate and the air cleans out and overnight our air will be more healthy. it looks lie the smoke is going to stay away from us. at the golden gate bridge it is cloudy and west wind at 13 miles per hour and 60 degrees. we will have clouds at the coast, cooler than average temperatures, persistent marine layer will keep us average at the coast and below average inland and a few hints the back half of the month a shower or two. keep our fingers crossed. 61 at half moon bay. 67 in san mateo and hayward and to the north, the cloud cover shows the areas not in the 70s like the south bay and inland east by. here is a better look at

>> most on the market have been beari bearish. we have been positive. it worked so far for us. we like the transformation story and we expect that going forward. >> taking a step back, what do you make of european tech companies facing competition from the u.s. names like google, amazon and facebook? the eu looking at antitrust related issues. do you see these european tech names facing big competition from the multinational players? >> most of the names are more in the internet space if i could call it that way and most of the larger european companies are still in more traditional tech like semi-conductors and certainly we've seen some signs of competition on the software side but i would say that's not too much at this stage. >> and just to wrap up, you have a buy on arm. are you worried about what's going on in china? >> we are and that's one of the reasons we talked about they face near term head winds at this stage. but it remains a quality story and it is a high quality name that has a good long-term holding. >> great stuff. thank you for joining us. much appreciated. eq