>> we do. >> blair effron, thank you. founder and partner it center view.you. >>> let's see what's on deck with jon fortt. good morning, jon. >> we're going to talk about disney's bob eiger was exclusively on air with us just a couple of hours ago. he's effusive in his praise of netflix. find out why. also apple continues to be down. is it down for the count? maybe not, tune in for that. and finally netflix itself, new all-time highs this morning. what's next for that company? all that and more coming up. ♪ [ radio chatter ] ♪ [ male announcer ] andrew. rita. sandy. ♪ meet chris jackie joe. minor damage, or major disaster, when you need us most, we're there. state farm. we're a force of nature, too. ♪ >>> good morning, it is 8:00 a.m. at disney headquarters in burbank, california, it's 11:00 a.m. on wall street, "squawk alley" is live. ♪ ♪ ♪ ♪ >>> good wednesday morning, joining us at the far end of the desk, john broad, co-founder of aol ventures, kelly evans back with us, thank you for joining us, jon fortt at post 9, we want to begin at disney. shares ge