analyst charlie anderson got a peak at gopro's new holiday displays, he says there are important catalysts in the pipeline. carley joins frus minneapolis. glad to have you with us. >> good to be with you. >> so you think this is going to be "the" product of the season. are we getting indications retailers will have these displays in their stores any time soon? >> i can't tell you how many will have them. i think there is two stores in san francisco that have them at the moment. my guess is it's one of the hottest categories. if you took the whole best buy store, you look at what's growing, 20er, 30, 40%, this is one of the few that are. a good majority of retailers will take this display. >> which product do you think is going to be the top seller for gopro and what sort of margin does that product have? >> it was very interesting. the one store that we visited, called the holiday display. they were sold out of the most expensive versions of the camera. it's counterintuitive. you think the gift buyer will buy the keeper product. what we saw was the $400 version and $300 version were sold o

joining us right now to break things down is charlie anderson, senior research analyst at dourdty and company. thanks for joining us. >> thanks for having me. were you caught by surprise, as well? >> yeah. you mentioned expenses. that wasn't the surprise to me. it's their debut quarter, it's a hot product. i'm surprised frankly they didn't beat by more on the sales. i think as we looked through it the culprit was europe. america was up 50%. europe was up only 7%. that was surprising. so it looked to us like there was too much inventory in the channel in europe and that was the result of not a larger beat. >> do we think that's a problem with the company in terms of getting the same excitement in europe? do you think that's a fixable problem? >> i think it is. i think these are mostly self-inflicted wounds. we have to remember this company started getting large three years ago. they've been staging their distribution. they sell mostly through distributors in europe, versus direct in the u.s., so you don't see these large best buy implementations in europe. so i think that's something t

i lived in the beirut in the 1980s when cnn's own jeremy levin, abc's charlie glass and the associated press terry anderson'sen hostage. it creates such a drama and trauma for the home country of these hostages. so isis has been brutal in dealing with whether it's the foreign journalists in others, it's taken hostage with the minorities, christian yazidi and others, both in iraq and syria. so this does not come as a surprise. but i think we have crossed a threshold now in how to deal with them. >> and certainly i mean this tape is going to be dissected by intelligence experts to try to determine a location, to certainly determine when the video was shot, which will don't know, to try to determine even the identity of this, of the masked killer. >> sure it's very difficult to find out, as we know, with the case of osama bin laden, how long it took to find him, to identify where he was. these are -- isis is constantly on the move in irya areas in s and iraq. they cross back and forth. i suspect they're nowhere near the place they actually executed james foley. >> also, you know, the technological abilities of

charlie wilson's mind. it doesn't come from me. it comes from frank anderson. i'm saying it was a u.s. government program and legal. since you mentioned hollywood i don't think that we read a book through it. i think that we read a chapter or two and it just doesn't work. but he was in the business. i must tell you over the years i changed my mind. we all have problems with parts of it. but when you think about the bottom line they said every 16-year-old girl is leaving the theater wanting to be her and i think james bond -- if you want to look like sean connery, or you have a second option who doesn't want to. it helped us for people who think we are so powerful and there is a mystique about us. so hollywood -. the website's -- i think i could have controlled the world in the social networking. but now the most powerful propaganda piece was rambo iii who was hanging out with the machine gun at hacking that didn't change the opinion of the russians in afghanistan's. i talked to menendez and he will tell you right out they were not being chased by cars down the road. there is more truth