let's bring in the analyst behind that call, brian marshall.size that will drive the upgrade. that's primarily because of what? people generally upgrade the phones they have. it's the upgrade cycle that drives adoption. >> the market has moved beyond apple. apple used to innovate and lead. now, we're behind the curve. you look at every smartphone out there from all of the competitors. we saw that in all of the world congress and barcelona. they have high-definition screens. 13 megapixel cameras. and android kit cat. they lack ios. there's a huge base that wants the larger screen. when i went to get the samsung, i got cold feet. chickened out. i couldn't migrate off of the ecosystem. we think this is going to be a big deal. >> before it was the upgrade rate. it dropped to 9%. what are you factoring in recooping some of the last upgrade? >> we estimate it's about 260 million units is the installed base. that used to upgrade about 10% to 12% of that installed base every quarter. recently, it's gone down to single digits. why? because apple hasn't

. >> brian marshall, senior managing director at isi. thank you.ne san francisco startup is hoping that dog owners will join the fray. that story and more when "bloomberg west" returns. you can find us streaming on your tablet, phone, and bloomberg.com. ♪ >> welcome back to "bloomberg west" today and i am emily chang. you've heard about wearable technology. what about wearable technology for dogs. there is a fitness tracker that goes right on your dog's collar. there is the pitbull watch. then there is wearable tech for your dog. >> it is about communication between pet owners and their pets. it improves the relationship and bridges that gap. >> here is how works. attach this disc to the collar, and it starts collecting data. how much sleep he gets, for example? then they compared data to similar docs. >> i like to keep them as healthy as i possibly can. >> the cost, $130. that may sound crazy, but it turns out that dogs are not just man's best friend, but also one of man's biggest expenses. in 2013, americans spent the day $5 billion on their pets

.> brian marshall we will be watching for.hank you so much. >> the market for wearable tech is growing fast. one san is opening dogup owners will join the fray. that story and more when we return. you can watch a streaming on your phone, tablet and bloomberg.com. apple tv as well. ♪ >> welcome back to "bloomberg west." we've all heard about wearable technology. what about wearable tech for dogs? whistle istly what doing with a fitness tracker that goes right on your dog's collar. take a look. there is the jawbone and the fit it. then, there's whistle. a wearable tech for your dog. >> it's all about communication between pet owners and their pet. trying to prove the relationship people have with their pets. bridge that gap of communication. fido'sched this disc to collar. it's all synced to the whistle activity monitor app. a letter compare her great dane's data to similar docs. >> i like to keep her a tall see it -- as healthy as i can. about $130. that may sound pricey. it turns out dogs are just man's best friend. they're on

in terms of what caused the sell-off in these momentum names, brian marshall at isi telling me there has been this shift in sentiment from growth to value in the technology space. on that note, old school tech names have in fact been gaining ground. they are not the sexiest names but hp, intel, oracle, ciscos of the world are up over the past month. experts also say this rotation into value oriented tech names could be a trend to watch going forward. out of this basket of old school tech names, the highest percentage of analysts have buy ratings on cisco. that data according to fax set but it's not the best performing old school tech name this year. that's in fact hewlett-packard, up 14% or better than 14% this year, outperforming the broader tech index. >> thank you very much for setting that up for us. so should you be in momentum stocks? let's bring in scott wren from wells fargo advisors. great to have you with us this friday. you say these are definitely not the stocks you want your clients to be invested in but what about a trade or two? >> well, mandy, i think for trades, thos

down double digits over the past one month in terms of what caused the sell-off in momentum, brian marshallg me when it comes to tech, there's a shift in sentiment from growth to value on that note with old school tech names gaping ground. not the sexiest names, but hp, intel, oracle, the ciscos over the world are up over the past one month. experts say the rotation into value-oriented tech names could be a trend to watch out of this basket of old tech names, cisco has the highest percentage of buy ratings. that data according to fact set. but it is not the best text this year. shares of hewlett-packard this year outperforming its peels rather than the index. back to you. the nasdaq is is down a little bit, but there was serious scrutiny for slapping high prices on drugs. joining with us his view, jason colbert at maxim group. pretty big falls there towards the end of the week, jason. is it justified? >> i don't think so. you know, remember that we had 56% outperformance last year, so there was a little bit of a normal healthy corruption. part of what triggered the sell-off was concerned ov

joe marshal will facilitate and he will be discussing the live and free program. brian gasden from the urban education saturday program, which is for elementary students will be here. we will have a representative from 100 black men from oakland, and dr. anthony anderson is going to talk about the omega... and a representative from oakland unified program campaign for black male achievement and he will give a historical perspective and our superintendent will be present to give greetings and to provide informative facts on topics on this topic from the unified school district's perspective. saturday night, and we will honor, miss emily wade thompson for her 35 years of service and education as a teacher, principal, supervisor with the bay view zone and mrs. brenda jackson who is a dean who has been in the district for over 30 years and she is a dean at roosevelt middle school and her work with youth and... the church. >> i have tickets if you like to attend and see miss wade thompson or miss jackson. >> thank you. >> good evening superintendent and commissioners, i am h

joe marshal will facilitate and he will be discussing the live and free program. brian gasden from the urban education saturday program, which is for elementary students will be here. we will have a representative from 100 black men from

brian moore has that story. >> before the first ballot on today -- >> the united states will not recognize the result of that referendum and we're working with our partners around the world, the europeans in particular, to marshall forces against the russians to put pressure hon them. >> that includes top sanctions. >> no boots on the grain. not the cold war again. >> some were calling for help. >> politics force people to change their nationality or citizenship, something is wrong for that. >> some feel that time for action is ruining short. >> clearly -- his popularity domestically has soared. >> reporter: and he shows no sign of backing down. hours before the referendum putin's troops seize d it uppin the anti-y for the first time since the cold war. >> sanctions will be announced against russia as early as tomorrow. >>> coming up at 6:00, a political party trying to rebull. the next big test for california republicans, and one very lucky dog. incredible cliff rescue in the bay area. >>> check this out. a daring helicopter mission for a dog stranded on the side of the cliff. the dog's opener called police after her black lab fell off a clip along the sonoma coast. it happened yesterday afternoon near portugue