. >> good to see you, sir, rami rahim, the ceo of juniper networks. >>> let's send it over to john ford out what will be on "squawk alley." good morning, john. >> we're going to talk tech earnings, it wasn't just the top and bottom line numbers that mattered this time. we got insight into how key tech companies are actually doing in their subbusinesses and it is apple watch day. at least for some people. peemt who ordered ahead are getting theirs in the mail. we'll find out what the ecosystem is doing differently now. and jason calikanis, talking about the possibility of a tech bubble. innovation is top of mind. ...and takes the wheel right from your very hands... ...this isn't that car. the first and only car with direct adaptive steering. ♪ the 328 horsepower q50 from infiniti. >>> good friday morning, it's 8:00 a.m. at amazon headquarters in seattle, washington 11:00 a.m. on wall street "squawk alley" is live. ♪ ♪ ♪ ♪