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Feb 1, 2018
02/18
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those conference calls are getting underway we have got full team coverage munster is ready to hop on the amazon call. he has three red phones. we will start at the charts. amazon hitting all-time highs after traders dump the stock into the close meantime, alphabet and apple pulling up in the after hours session s. amazon the new king of tech, guy >> i ask you a question, who was the old king of tech right? i mean it stands -- if they are the new ones who was the old one. >> apple. >> queen latifah has been queen -- not latifah testimony one in england. >> stay on track. >> you could have made an argument it has always been the king of tech this is what sticks out to me and this is we talk about all the time margins. operating mother-in-laws, came in around 3.5% the street was closer to 2%. what does that mean? once again, amazon can turn the dial whenever they want and show profits of that magnitude. despite valuation is it the new, old king it is the king. >> it is the king. >> my opinion. >> do you think it's the king? >> well it has shown signs of rising to the throne for sure. es
those conference calls are getting underway we have got full team coverage munster is ready to hop on the amazon call. he has three red phones. we will start at the charts. amazon hitting all-time highs after traders dump the stock into the close meantime, alphabet and apple pulling up in the after hours session s. amazon the new king of tech, guy >> i ask you a question, who was the old king of tech right? i mean it stands -- if they are the new ones who was the old one. >> apple....
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Feb 27, 2018
02/18
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BBCNEWS
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the munster centre was named man of the match after making his six nations debut in saturday's win overter twisting his knee in the turf. women golfers will play in a men's european tour team event for the first time later this year. ryder cup captain thomas bjorn will partner solheim cup skipper catriona matthew in the golfsixes tournament at the centurion club near st albans in may. the event has a six—hole match play format and will also feature men's and women's teams it's aim is to be the equivalent of cricket's twenty20 competition. england fast bowler mark wood has trained today before the second one day international against new zealand, which gets under way in the early hours of tomorrow morning. the 28—year—old missed the defeat in the first 0di on sunday because of an ankle injury, but could be available for the one dayer in tauranga. england are 1—0 down in the five match series. test match special has live commentary of the second one day international. it's on five live sports extra from 12.45am for build up and ball by ball commentary. the match starts at 1am. now as you
the munster centre was named man of the match after making his six nations debut in saturday's win overter twisting his knee in the turf. women golfers will play in a men's european tour team event for the first time later this year. ryder cup captain thomas bjorn will partner solheim cup skipper catriona matthew in the golfsixes tournament at the centurion club near st albans in may. the event has a six—hole match play format and will also feature men's and women's teams it's aim is to be...
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Feb 1, 2018
02/18
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supplier told reuters just this week that reports of production cuts are in fact overstated gene munsterls me he continues to think that the ten is going to make up about 25% of the total i-phone mix in 2018 even even if there is weakening of demand for that device, demand for the 8 and 8 plus do he could help pick up the slack bernstein says that the single key metric for investors, the march revenue guidance they're looking betwefor betwee2 and 64 number. >> josh, you know, i'm really curious about what average selling price and margins are going to do with a x in the mix. yes, there is all of this focus on raw numbers of units. but people forget the 8 and 8 plus are new too apple overall sells a good number of phones and the average selling price is in the upper 700s that, is pretty good. >> yeah, i think, jon, you know, that is certainly munster's point. that even if perhaps units were a bit weaker, so the bulls would argue, we flow people on average are paying more for the phones and perhaps that gives revenue a boost. i thought it was interesting he crunched some numbers, you know,
supplier told reuters just this week that reports of production cuts are in fact overstated gene munsterls me he continues to think that the ten is going to make up about 25% of the total i-phone mix in 2018 even even if there is weakening of demand for that device, demand for the 8 and 8 plus do he could help pick up the slack bernstein says that the single key metric for investors, the march revenue guidance they're looking betwefor betwee2 and 64 number. >> josh, you know, i'm really...
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Feb 23, 2018
02/18
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KNTV
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now you're, like, being all sweet, buying me flowers, even defending me to grandpa munster. >> brady:munster down there needs to be stood up to once in a while. >> eve: yeah, but still. come on. we played each other. right? >> brady: [sighs] >> eve: now i... i have to pinch myself to believe that you could actually be falling for me. >> brady: believe it. >> eve: i do. >> brady: i think i'd better be going... before going is no longer an option. ♪ >> claire: [sighs] this has been a total waste of my time. >> ciara: man, that was close. for a second there, i thought my mom knew about the big secret. although if she found out that rafe cheated on her with sami, she wouldn't have shown up here with him, right? >> [grunting] >> rafe: oh, you sure as hell picked the wrong place to try and break in. my fiancée and i are cops. >> i wasn't trying to break in. >> rafe: no, no, i saw you out there. i saw you trying to case the joint. >> oh, i was just trying to make sure i-i had the right cabin. >> rafe: yeah, for what? >> hope: rafe, rafe, rafe, what are you doing? >> rafe: what do you mean, w
now you're, like, being all sweet, buying me flowers, even defending me to grandpa munster. >> brady:munster down there needs to be stood up to once in a while. >> eve: yeah, but still. come on. we played each other. right? >> brady: [sighs] >> eve: now i... i have to pinch myself to believe that you could actually be falling for me. >> brady: believe it. >> eve: i do. >> brady: i think i'd better be going... before going is no longer an option. ♪...
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thesis from the faculty of history at the university of munster. the author nicholas leonhard is already under pressure as the meeting begins. one of the reasons is that he used the term lifestyle drug to describe conjugal. it's a god like i life style that they dig up and give reasons that's all that's pretty sure victories this big deal is what's a bit odd to you about dr good that's what's a little over this car hit five speed the garbage at the coals a bit of that all for thought and dust is all dried leaves get sacked as does. the daughters ever the dust that's this big tears. this is the sort of miles over twenty thirty my mind gobbled up. for sure. you know i'm on an important for by done this more it was the one good news that we want to move on as does the author might go on for three no forty five. the author of the thesis was commissioned by the health minister to examine the role of the state governments during the criminal trial against the manufacturer describe your hopes that one collected on this collective file as there is on a tra
thesis from the faculty of history at the university of munster. the author nicholas leonhard is already under pressure as the meeting begins. one of the reasons is that he used the term lifestyle drug to describe conjugal. it's a god like i life style that they dig up and give reasons that's all that's pretty sure victories this big deal is what's a bit odd to you about dr good that's what's a little over this car hit five speed the garbage at the coals a bit of that all for thought and dust...
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and i think they couldn't trust it so nicely was feisty was the the monster of the nazi state the munster judge. they were from. the west self starters in the resistance and they didn't have any ideological affiliation and there were medical and philosophy students and so this i think has helped a lot to co-opt them as an image of resistance and there when they became i conceive of resistance i think this one picture of the official. has become the i can offer resistance and of. and you have an x. or actually of what they wrote in one in their papers as well something which is which is quite poetic tell us a little bit more about that and tell us a little bit more about you know they were also quite perceptive weren't day they picked up on what was going on yeah they they started with the leaflets already in the summer one nine hundred forty two and of june one thousand nine hundred two two and the second leaflet depicted the holocaust which was quite exception. at the time they actually spoke about the three hundred thousand people which were being murdered and their ashes scattered it a
and i think they couldn't trust it so nicely was feisty was the the monster of the nazi state the munster judge. they were from. the west self starters in the resistance and they didn't have any ideological affiliation and there were medical and philosophy students and so this i think has helped a lot to co-opt them as an image of resistance and there when they became i conceive of resistance i think this one picture of the official. has become the i can offer resistance and of. and you have an...
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Feb 17, 2018
02/18
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BBCNEWS
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cardiff beat munster 25—18. let's have a quick round—up of some of today's other sports news. jump in the british indoor championships. rutherford's firstjump of 7.8m in birmingham was enough to get his comeback off to a winning start and keep him on track for the world indoors next month. wigan warriors concluded their tour of australia with an 18—8 defeat by south sydney rabbitohs. earlier, hull fc lost 24—18 to st george illawarra dragons. grand nationalfavourite blacklion finished second as the 8—1 shot, yala enki, claimed the national trial handicap at haydock by an emphatic 54 lengths. only three of the eight starters finished the race over three miles 4.5 furlongs. tonight, there's an all—british world title fight in manchester. the wba super—middlewight champion, george groves puts his belt on the the line against chris eubankjr. and eubankjr is looking to emulate his father's success. chris eubank sr, remember, was a two—weight world champion in the 1990's and a superstar of british sport. alex gulrajani went down to the south coast, to meet chris junior in hove. peac
cardiff beat munster 25—18. let's have a quick round—up of some of today's other sports news. jump in the british indoor championships. rutherford's firstjump of 7.8m in birmingham was enough to get his comeback off to a winning start and keep him on track for the world indoors next month. wigan warriors concluded their tour of australia with an 18—8 defeat by south sydney rabbitohs. earlier, hull fc lost 24—18 to st george illawarra dragons. grand nationalfavourite blacklion finished...
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Feb 10, 2018
02/18
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BBCNEWS
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in the pro 1a the jitters are leading cardiff 10—0, no school between munster and zebre. —— the cheaterse europe. woolongong in new south wales is one of australia's rugby league heartlands and a decent crowd watched wigan beat hull fc 24—10, thanks largely to two early tries from wing liam marshall. st helens looked to be ready to carry on where they left off after their 16—6 demolition of castleford last time out. jonny lomax with a try within a minute of kick—off gave them the lead of a catalan dragons. tries for grace and swift as well. richardson kicked nine points. the dragons haven't won yet after their opening two games. cricket news now. australia have cruised to a seven wicket win over england in the t20 tri—series to secure their place in the final. england were restricted to 137—7, this spectacular throw from david warner removing dawid malan, after both openers had gone with only 11 runs on the board. australia reached their target with 33 balls to spare. england now face back—to—back matches with new zealand. lee westwood is out of the european tour event in perth, western
in the pro 1a the jitters are leading cardiff 10—0, no school between munster and zebre. —— the cheaterse europe. woolongong in new south wales is one of australia's rugby league heartlands and a decent crowd watched wigan beat hull fc 24—10, thanks largely to two early tries from wing liam marshall. st helens looked to be ready to carry on where they left off after their 16—6 demolition of castleford last time out. jonny lomax with a try within a minute of kick—off gave them the...
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Feb 9, 2018
02/18
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BBCNEWS
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munster ‘s own theatre of dreams. scene of thrilling victories.cles and i said, i want your opinion on something. do you think it is possible for a referee rob crow female referee to referee at the top level —— for start since that day, she has become one of the games officials, not just that day, she has become one of the games officials, notjust in women‘s by games officials, notjust in women‘s rugby now also win men‘s professional game. it took me a good 6—9 months to properly enjoy refereeing. something clicked. i suppose as an ex—international player, i knew what level i wanted to be at and i wasn‘t at it. as a former grand slam player, playing number eight for ireland, she had a reputation for living on the edge, which must help. a few times i have seen players up to my old tricks and i look at them ata to my old tricks and i look at them at a local i like what you did there, don‘t do it again. it is like educating and it is the older generation often. you go into clubs... will you be able to keep up with the place? i do not get defensive. t
munster ‘s own theatre of dreams. scene of thrilling victories.cles and i said, i want your opinion on something. do you think it is possible for a referee rob crow female referee to referee at the top level —— for start since that day, she has become one of the games officials, not just that day, she has become one of the games officials, notjust in women‘s by games officials, notjust in women‘s rugby now also win men‘s professional game. it took me a good 6—9 months to properly...
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Feb 10, 2018
02/18
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BBCNEWS
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it is not known how long el shafee elsheikh and alexanda kotey stayed here but the munster fighting wente alleway but even then we knew plenty had escaped. in a ceasefire deal, hundreds of ideas fighters were allowed to leave the city. across syria, eye as members began to flee through kurdish regime and a rebel lines. the two british men, part of an eye as cell from the west london, were picked up trying to flee to turkey. the two are significant prize. they may be able to a nswer significant prize. they may be able to answer questions about what happened here. this is where mohammed emwazi, jihadi john, murdered people. bodies never recovered. the west london sell was seen as the worst of the worst, is superstars who add an air of invulnerability but no more, now all at dead or in captivity. they may also have information onjohn cantlie, the also have information onjohn ca ntlie, the missing also have information onjohn cantlie, the missing british journalist, kidnapped by a s, he is seen journalist, kidnapped by a s, he is seenin journalist, kidnapped by a s, he is seen in some of the
it is not known how long el shafee elsheikh and alexanda kotey stayed here but the munster fighting wente alleway but even then we knew plenty had escaped. in a ceasefire deal, hundreds of ideas fighters were allowed to leave the city. across syria, eye as members began to flee through kurdish regime and a rebel lines. the two british men, part of an eye as cell from the west london, were picked up trying to flee to turkey. the two are significant prize. they may be able to a nswer significant...
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Feb 2, 2018
02/18
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BLOOMBERG
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tom: gene munster, when i look at apple, i look at the cash generation.18% revenue growth in services. is that sustainable? can they do better? gene: it is sustainable, and they can do even better. heart of the reason the stock had a reversal, it ended up being 3% in the aftermarket, because they gave a couple of points about the services business. first, they have a massive base of 1.3 billion active devices. they have never given out that number. it has been at least two years. second is back to the services more specifically, the growth and paid subscribers, people buying stuff on apple devices, was up 58% year over year to 240 million. that growth in the number of users was faster than the growth and that delta%, is important because that is a leading indicator that services growth can continue. we have 20% growth for the next four years. francine: how do you view chinese technology? if you look at it as a two way street with the chinese going after some of our big names in the western world, what is the company you follow that is most vulnerable to c
tom: gene munster, when i look at apple, i look at the cash generation.18% revenue growth in services. is that sustainable? can they do better? gene: it is sustainable, and they can do even better. heart of the reason the stock had a reversal, it ended up being 3% in the aftermarket, because they gave a couple of points about the services business. first, they have a massive base of 1.3 billion active devices. they have never given out that number. it has been at least two years. second is back...
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Feb 22, 2018
02/18
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FBC
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ashley: gene munster, great stuff, gene. appreciate it. >> thank you. of gears. liz: you are. ashley: whole foods changing business the way it works with suppliers, suppliers are having big impact on their business. how much? we have founder of one those suppliers, come in, michael kanter. michael we mentioned this story last week, suddenly whole foods is imposing all of these fees and they're doing away with minimum order numbers. as a supplier, what kind of impact is it having on you? >> thanks for having me. some of the impacts are, you know for local, smaller companies just getting more difficult to get started with whole foods. it's a great testing ground and company is definitely getting a little more difficult. ashley: how much has your costs gone up as a supplier? can you quantify for us? >> well, some is the literal challenges of before, you could work pour regionally. we're based out of portland, oregon. but so to move to other regions it's more difficult now because it is a lot more streamlined through their as you office. before you could wo
ashley: gene munster, great stuff, gene. appreciate it. >> thank you. of gears. liz: you are. ashley: whole foods changing business the way it works with suppliers, suppliers are having big impact on their business. how much? we have founder of one those suppliers, come in, michael kanter. michael we mentioned this story last week, suddenly whole foods is imposing all of these fees and they're doing away with minimum order numbers. as a supplier, what kind of impact is it having on you?...
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Feb 9, 2018
02/18
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WTXF
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this is the car from the munsters tv show. how is this?an see, get up close, and the entire atlantic city convention center filled, check out, the monkeys car. guen-hye with the monkeys. remember that one? who else we got? the beverly hillbillies car is down here, the batmobile, of course is here. but this weekend, a chance for to you come down, get up close and personal, yeah, live in atlantic city here. and check out the entire atlantic city convention floor filled with all of the old classics, and with me, fire up - >> let me show you around. >> let's go, hit the gas. now there is weekend, right? >> it is friday, saturday, sunday. >> okay. >> we open 9:00 each day. open until 7:00 friday, 7:00 saturday and 5:00 sunday. >> we love that you're our sponsor, we get chance to come down here, showcase. so how much is it to get in? and special prices for the kids? >> $25 to get n it is $5 for kids. kids are freon sunday. >> wow. >> and now, in addition to the classics, that you can see, what else is different? there is an auction, you can actu
this is the car from the munsters tv show. how is this?an see, get up close, and the entire atlantic city convention center filled, check out, the monkeys car. guen-hye with the monkeys. remember that one? who else we got? the beverly hillbillies car is down here, the batmobile, of course is here. but this weekend, a chance for to you come down, get up close and personal, yeah, live in atlantic city here. and check out the entire atlantic city convention floor filled with all of the old...
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Feb 28, 2018
02/18
by
CNBC
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joining us, gene munster, and brent phil gene, i'll start with you.aking a look at nasdaq, it has almost regained the losses in the correction a few weeks ago tech has been on the forefront of the rebound how much higher do some stocks that you cover, do you think they can go? >> they can go higher. but i want to set the tone how investors think about this this is like investors owning tech stocks is like a buffalo walking through a china shop everything is great, but they're waiting for something to break i want to encourage investors that these companies in particular, most of the fang, there's catalyst you look at apple. 18 multiple on next year's numbers, higher than apple has traditionally traded at, but reasonable given everything that's happening, that would imply 17% up side to current shares most of these fangs, not a big believe in facebook, others have growth themes that continue to power valuations higher. >> and brent, you have a buy rating on amazon, facebook, google now facebook and google, alphabet i should say, haven't been powering t
joining us, gene munster, and brent phil gene, i'll start with you.aking a look at nasdaq, it has almost regained the losses in the correction a few weeks ago tech has been on the forefront of the rebound how much higher do some stocks that you cover, do you think they can go? >> they can go higher. but i want to set the tone how investors think about this this is like investors owning tech stocks is like a buffalo walking through a china shop everything is great, but they're waiting for...
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Feb 2, 2018
02/18
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CNBC
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gene munster of luke ventures tells me if the company hits the high end of guidance here and maintainsps at 750, that translate, he says, to 5% iphone unit growth in the period. guys, back to you. >> all right thank you, josh. >>> now for more let's bring in jim suva, apple analyst and managing director at citigroup jim, good morning. so there are a few moving pieces in this quarter for apple and on the one hand, it was the 13-week quarter being compared to a 14-week quarter a year ago so, you know, unitwise and revenue wise, maybe they were doing a little better week to week than expected but then on the other hand, the guide, not that strong so overall, is this a healthy cycle for apple? do you take more joy from the asps or you are more worried about the units? >> we absolutely do think it is a healthy cycle for the stock and as well as their products also as earlier mentioned, the iphone 10 asps were very strong that shows the iphone x is selling well the units, we're seeing growth in the developing and emerging markets. these are new users coming to the apple ecosystem. who will t
gene munster of luke ventures tells me if the company hits the high end of guidance here and maintainsps at 750, that translate, he says, to 5% iphone unit growth in the period. guys, back to you. >> all right thank you, josh. >>> now for more let's bring in jim suva, apple analyst and managing director at citigroup jim, good morning. so there are a few moving pieces in this quarter for apple and on the one hand, it was the 13-week quarter being compared to a 14-week quarter a...
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Feb 9, 2018
02/18
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CNNW
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you wrote, if he was -- about why you stayed, if he was a munster all the time, perhaps it would be easier to leave, but he could be kind and sensitive. so i stayed. he cried and apologized, so i stayed. he offered to get help, so i stayed. >> you know, this is a question i specifically wrote that because that's a question i'm asked a lot, why did you stay if he was a quote/unquote monster, and the reality is he's not a monster. he is an intelligent, kind, chivalrous, caring, professional man. and he is deeply troubled and angry and violent. i don't think those things are mutually exclusive. >> and the people he works with may not have seen that side of him at all. >> of course not. of course not. it's reserved for the most intimate and also vulnerable moments in his life. >> we're going to take a quick break and continue talking. we'll be right back. ♪ mvo: anybody can make a difference. it's easy to give back. it's just a little bit of time. ♪ ♪ i'll stand by you. mvo: with everything that is going on around us and in the nation, we need to work together. we need to do it more often to h
you wrote, if he was -- about why you stayed, if he was a munster all the time, perhaps it would be easier to leave, but he could be kind and sensitive. so i stayed. he cried and apologized, so i stayed. he offered to get help, so i stayed. >> you know, this is a question i specifically wrote that because that's a question i'm asked a lot, why did you stay if he was a quote/unquote monster, and the reality is he's not a monster. he is an intelligent, kind, chivalrous, caring, professional...
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Feb 21, 2018
02/18
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CNBC
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thank you for that let's bring in gene munster.the case this week for walmart, how much of it do you attribute to a district amazon effect >> i would say it is 70% i just want to take one step back and look at the big picture here walmart is down because they grew e-commerce at 23% that maps the exact growth that amazon grew in the fourth quarter. they are eight times bigger than walmart so they should be growing stathder and i think that puts some context into the magnitude. i think it is largely driven by amazon i think what we're talking about today will be another battlefield that they will have to face against amazon as well >> walmart and other chains as well who, gene, in your view has developed the best fix the lock for this key? >> when we think about the broaderbroa er e-commerce piece, they have 240 fulfillment centers. so just the stockout issue that walmart had in the december quarter, amazon is not going to have that quarter. as we move forward and think about what are the next big areas that amazon wants to capitaliz
thank you for that let's bring in gene munster.the case this week for walmart, how much of it do you attribute to a district amazon effect >> i would say it is 70% i just want to take one step back and look at the big picture here walmart is down because they grew e-commerce at 23% that maps the exact growth that amazon grew in the fourth quarter. they are eight times bigger than walmart so they should be growing stathder and i think that puts some context into the magnitude. i think it...
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844
Feb 14, 2018
02/18
by
KDTV
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eye 844
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verdaderos atletas, decenas de mascotas mostraron sus habilidades en un espectÁculo canino el west münster: la mÍa no gana ni el concurso de nada. ana: la mÍa ya tiene 13 aÑos. alan: bueno, el de veteranos. ana: mÁs adelante tenemos una entrevista exclusiva con el padre de esteban loaiza que habla del arresto de su hijo. no se lo pueden perder, es algo muy triste para toda la familia. alan: estÁn desechos, desesperanzados, tanto el padre como la madre. es un dÍa importante, día del amor y la amistad, disfruten de este amor, cariÑo o amistad que tengan con cualquier persona. es importante saber nuestro signo serÁ carl, sin lugar a dudas. ana: claro, siempre nos inspira, asÍ que-- nuestro signo zodiacal, sin lugar a dudas. ana: claro, siempre nos inspira, asÍ que vamos con nuestra astrÓloga, jimena. jimena: hola, amigos de "despierta amÉrica", mi nombre es jimena latorre y te voy a dar el horÓscopo para el dÍa de hoy. estamos en una luna que genera cambios y novedades en el amor. si quieres tener todas las novedades en el amor tomando sus llaves y las ozÍas con un poco de perfume personal, -
verdaderos atletas, decenas de mascotas mostraron sus habilidades en un espectÁculo canino el west münster: la mÍa no gana ni el concurso de nada. ana: la mÍa ya tiene 13 aÑos. alan: bueno, el de veteranos. ana: mÁs adelante tenemos una entrevista exclusiva con el padre de esteban loaiza que habla del arresto de su hijo. no se lo pueden perder, es algo muy triste para toda la familia. alan: estÁn desechos, desesperanzados, tanto el padre como la madre. es un dÍa importante, día del...
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156
Feb 2, 2018
02/18
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CNBC
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eye 156
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let's talk more about this, joining us gene munster. ian, what are your thoughts. we were down 642 apple is down 3.5% might buy back half of the flow. what's going on here >> i would sum it up as a story that went from great to good when stories have that kind of move, you'll see a selloff, especially when it was recently trading at all-time highs. at the end of the day i look at three different things that stick out. you have a refresh -- or upgrade cycle that seems to be staying a little locker than expected. you had a nice sell-in and build of inventory in iphone xs but remains to be seen if they sell through. as far as margins are concerned, they'll be facing further pressures based on the cost of memory and cost of other components i think you've got a bunch of different things happening and you're about to lap peak year over year revenue growth it's a difficult environment it's not terrible but just not great anymore. >> gene, when we consider whether or not iphone sales are going to slow in pace, one factor, of course, everyone mentions is the high selling p
let's talk more about this, joining us gene munster. ian, what are your thoughts. we were down 642 apple is down 3.5% might buy back half of the flow. what's going on here >> i would sum it up as a story that went from great to good when stories have that kind of move, you'll see a selloff, especially when it was recently trading at all-time highs. at the end of the day i look at three different things that stick out. you have a refresh -- or upgrade cycle that seems to be staying a...
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Feb 22, 2018
02/18
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CNBC
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eye 164
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. >> we had gene munster join us at the end of last year. "inside information" on this he thought it made sense because amazon needs to have a lot of ways to have stores around and reach people too we haven't had a chance to ask you about that report. what did you think about snit. >> i started out about thinking, it must have been a slow news day. obviously, when i look at that report, to me, it validates our strategy and everything we have been talking about for many years now, that success in u.s. retail is going to be that combination of stores and digital. and i think we're just uniquely positioned target is one of these unique and very iconic american brands. we deliver both style and essentials we now have great stores and a digital capably. we deliver a great experience and value. we have this great multi-category portfolio when i heard gene talk about that, to me it was a valuation that everything we are doing at target is on track and the winning retailers are going to have to combine both a great experience and capability. >> spea
. >> we had gene munster join us at the end of last year. "inside information" on this he thought it made sense because amazon needs to have a lot of ways to have stores around and reach people too we haven't had a chance to ask you about that report. what did you think about snit. >> i started out about thinking, it must have been a slow news day. obviously, when i look at that report, to me, it validates our strategy and everything we have been talking about for many...
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Feb 13, 2018
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gene munster, luke ventures managing partner joins us now.ve to say, gene, amazon is winning this battle streaks ahead of apple. what do you say? >> well from a market share you're right, they have about 70% market share of the smart speaker market but i think if you fast forward a few years from now the winner surprisingly will be google, will be google home. stuart, the reason is quality of answers. basically how smart is the smart speaker. ii want to put into perspective how smart the respective smart speakers are. i want to give our loup ventures theme asking 750 inquiries. homepod got the questions right 52% of the time. that compares to alexa at 64%, and google home at 81%. my answer to your question, i think google home will be the long-term winner in terms of market share and the smart speaker market. stuart: you often said that the smart speakers are most important development expanding computerization in our lives. that remain as fact, does it not? >> it does. the reason how we interact with machines is changing. in the past we used
gene munster, luke ventures managing partner joins us now.ve to say, gene, amazon is winning this battle streaks ahead of apple. what do you say? >> well from a market share you're right, they have about 70% market share of the smart speaker market but i think if you fast forward a few years from now the winner surprisingly will be google, will be google home. stuart, the reason is quality of answers. basically how smart is the smart speaker. ii want to put into perspective how smart the...