i asked cook and rometti about the partnership. have a listen. >> ginny couple years ago and getting to know each other. and over that time, we built up a tremendous trust and respect for each other, and we'd begin to talk about how complimentary our companies are. and so, from that, we assigned some teams in both companies to go look at some things we could do together, and this was one of the things that came out. and i think it is absolutely huge. it's landmark. it takes the best of apple and the best of ibm and puts those together. there's no overlap, there's no competition, but they're totally complimentary. and more than anything, it focuses on the enterprise customer. so, this is all about transforming the enterprise, reinventing the enterprise, taking big data analytics down to the fingertips of people so they can spend their time making complex decisions, not running around getting data. and so, we are just thrilled. i'm thrilled to be working with ginny. i think, and more importantly, i think a lot of customers will be thrilled. >> i know the tw

sat down with apple's tim cook, and ibm's ginni rometty and asked, what this new partnership really meansheir customers. >> just like the consumers that write me every day and say what a difference we've made in their lives, we want to play a part in that in business, and we're doing that to some degree today, but arguably, there is a new level to achieve in business. so i think this is great for apple and ibm, but more importantly, it's great for customers. >> we're going to take our strengths, as tim said, these puzzle pieces that go together. we've built a $16 billion business in big data and analytics married with mobility growing over 70%. a cloud business growing over 70%. security strong double digit. all the shifts you see, this pulls them all together and we put the two gold standards together. >> i think it is absolutely huge. it's landmark. it takes the best of apple and the best of ibm, and puts those together. there's no overlap. there's no competition. they're totally complementary. >> now, analysts are describing the deal as a win-win for the company. so who loses, carl? we

tot is your device ginni rometty? >> oh.hiningeet is really brightly on google ventures, on the venture on some of these companies. i think ibm is going to have to step up to the plate and really show their vision with some acquisitions and spend some money, sprinkle down from big cap tech onto what is new and cool in till they can integrate some of these companies. i think marissa is being punished at yahoo! because she is maybe making the wrong type of investment. >> all right, brian white, we want to thank you for joining us as morning on ibm and apple, especially with ibm's results later today, and of course will be with us for the next hour. nardelli, robert o will be joining us as the guest host. this is "bloomberg surveillance ." we are on bloomberg television, streaming on your tablet, your smartphone, and bloomberg.com. ♪ >> good morning, everyone. "bloomberg surveillance." time for a morning must-read. here is scarlet fu. >> it is actually a morning must listen. goober whothe ceo of was speaking in hong kong. the c