bright for the iphone let's talk more more about the quarter and what is ahead for apple with david garritiyief market strategist. we appreciate you joining us what stuck out to you about apple's quarter and apple's guidance >> well, what stuck out to me was certainly the weakness that we were seeing in china, which, you know, clearly had been indicated previously when they dropped the earnings guidance. we've seen it looking at other companies as well. the thing is, i mean, china down 27% year-over-year iphone revenues down 15% year-over-year you're still talking about 62% of the company's total revenues. the other 38% may be up nicely, but it's captain smith and the titanic saying the bow is down, but, look are the stern is in the air. >> is it that bad, david >> look at it this way a management tried to balance out the release by saying services revenue up 19% year-over-year 13% of the total $11 billion number by the time we get to 2020, our total subscriptions are going to grow from being essentially about $300 million where they are now up to $500 million, and that would imply a 38% rev