nothing from johnny ive. >> phil is heading up. folks that did present -- josie who did the demo of ios innovation. he is represented by his team. essentially, what we're are seeing is a rotation of some fresh faces each year. we are seeing people that we don't see frequently. there was a concerted effort to show it is a team effort. >> there are no stars? >> they are all stars. timothy and the contributors -- there is a conscious effort. >> does johnny not like to be on stage? >> no. that is why he is on videos. he will make a short video talking about the design challenges and what it is. he tends to do a little bit of designer speak. >> today there was no video. >> they will save him for the industrial design. he is like a huge underused asset because he is very charismatic and very passionate as well. i think -- >> does he refuse sometimes? >> he is only gone once in recent memory. >> i think he probably feels he comes across as more sincere if he speaks from the heart. this is scripted performance. he would feel uncomfortable

if steve jobs was john lennon and johnny ive is paul mccartney, is tim cook ringo?he? george harrison? what do you think? >> oh, oh! i'm not -- i'm not -- george harrison if i had to pick, but i'm not going to do that. that's an interesting question. but who gets to be ringo? although ringo's a great drummer. i'm not going to pick that one, jon. i'm not walking into that one. >> but you said george harrison. >> he is a great drummer. but he's ringo, compared. george harrison. george harrison. george harrison i'll go with, all right? >> we're glad to see you. you had some issues. for anyone who follows you on twitter, they know you didn't have an easy time getting to the south of france. how is lufthansa at the end of the day? >> fantastic. it took them a while. i was testing out social media to see if they'd respond. a lot slower than virgin atlantic. one person saved the day. i got a lot of response, which was fun. >> those airline tweets always draw the sympathy. it's good stuff. kara swisher, thanks. >>> a target on their back. fresh details from the retailer's c

our editor at large cory johnson spoke with author of "johnny ives." and she is the editor and publisher and has covered apple for more than a decade. we were joined by one the most widely followed analysts, found an author of simco. attend from finland to the conference. we asked him how the conference backed up. was amazing. one of the best shows. >> why? >> you need to get out more. >> very different. >> no, you are right about that. i was a developer when i was at college. for me, when they announced the new language, it was a watershed event. these things do not come as often. apple has three of these in its entirety existence. what a means for developers is productivity, massive increase in types of applications they can build. it was all about all of these building blocks which have flooded in. 4000 api's. i do not think they have done anything close to 2000. it is a mind-boggling. my concern is that developer community, it was a wonderful event. that wasness analyst, not a lot to get excited about. the way i would put it, it is like going to a

one is johnny ive. we will see what he's doing with the user experience in software. remember, he's in charge of that. we've seen ios7 and we get to see his team tweak it and the other is craig federici. we want to see how much the trains are running on time. how many features can they get out at this big moment and show to developers. that this is key to seeing how craig is doing his job. >> even though we pay a lot of attention to the keynote, some would argue it really is craig's show, to a large degree. speaking of the cfo, do you think their world view on mna and world view on capital deployment will change as the cfo changes? >> i think it will a little bit. the new regime is doing things different than the old apple. we saw the acquisition of beats music and beats electronics. $3 million represent roughly 2% of overall cash and 10% of domestic cash. they're starting to do larger deals. i think they're starting to look at things that aren't small and take it out to the platform. they're actually buying revenues now. it represents, in our view, about an increment