competition for consumers time, we'll see whether the new strategies draw users back every day julia boresteinws, los angeles. >> head of global strategy from asset global management. as i was saying, about 35% of the s&p are reporting this week just taking a look at the companies that have reported as of yet 80% have booten so far expectations that are quite low going into this first quarter earnings season. >> we've had the des putin between qualm comand apple how are you playing into the 5g theme here, and how are you picking the winners and users? >> 5g is an interesting moment at the area. i think if you think about 5 g now, you need to think maybe more about the laggards, and i think within that context the resolution of the apple dispute is a big change for many investors. it's been a stock that they've held away from actually, when we look at 5 g, qualcomm plays a crucial part in dividing the chips and it is is going to have a leading role when we roll out -- >> even after that instantaneous 20% reaction that we saw in the stock price, the dispute settlements were announced >> if you l