from the start of apple's high speed event and the expected unveil of the new iphone joining me is john grubersee you on "squawk alley" first of all. i want your take on the significance of this event to my eye, the first half of the iphone's life was more about design changes and network upgrades the second half has been more display size and quality and camera quality are we entering perhaps a new era here >> i think that's possible i think definitely i would agree with your assessment i think the last few years have definitely been about the camera i think there's still a lot of room, though, to go on the camera and i think we're sort of entering the beginning of this era of what they call computational photography where the quality of the video that you shoot is so involved with the software and the chips and the computer capabilities as opposed to just the lens and the sensor but i don't think we're going to see radical changes in the form factor like we did in the first half of the smartphone era >> apple lately has been doubling down on the things they can control, the custom chips, the

. >> we should talk about that joining us with his take on apple's results, john gruber it seems likeh the iphone and the lack of guidance i'm not sure i care about the fiscal q-4 shortfall in iphones because people were waiting for the new one unlike most years we didn't get any of the new ones in these numbers and it seems to me like they're selling as many as they can make >> yeah, and last year -- it varies from year to year last year, all of the then new iphones launched on september 20th that's 10, 11 days into the quarter. but for the iphone with so many enthusiasts who jump on it right away, that makes a difference. none of the iphones launched until now and a lot of the uncertainty going forward is the two most interesting iphones, the mini and the pro max still aren't on sale there's a lot of uncertainty that apple is going to do exactly what you said, make them as fast as they can and meet demand i don't think that's why they didn't want to issue guidance. >> i guess what confuses me most about this move by tim and team, not to issue guidance, is, sure, you don't know exact