give us more explanation here. >> robert w. bairdalyst highlighting facebook testing a new mobile ad network. it is another step toward a significant opportunity in the network ad space. he has a $37 target and he thinks facebook will launch a broader outpouring across the web, all la google. >>> goldman sachs downgradie ii charles schwab from neutral to buy. they believe that the recent action by the fed especially buying mortgage-backed securities, is going to pressure re-investment yields. they note that 70% of schwab securities portfolio are in mortgage backed securities. something the fed has been buying. they think that could compress profitability. charles schwab today is up 21% year to date, but down today. >>> upgraded from buy to neutral. positive on their hepc treatment including a potential marth entry for the drug in 2015. they doubled their price target from $7 to $13. $3.60 to the up side. deutsche bank initiated a buy on this stock today, if i am correct. >>> disney shops are also headed for jcpenney. getting a little

joining us right now will power senior analyst for robert w. baird.o start with you since you cover apple. when i heard the apology the first thing i thought of was would steve jobs have done that? would he have put a maps product on the phone knowing that it wasn't ready for primetime yet? >> well, that is a very good question. we're not going to have the answer to that. i think ideally perhaps no but there seemed to be some parallels here with antennagate putting out an apology for a product that clearly wasn't up to apple standards. i guess it's a bit of eating humble pie and maybe good for all of us but i have every confidence apple will recover and put out a better product. >> so recover from this and also from possible component supply issues that are now sort of, i mean those concerns are sort of gaining steam a little bit with a reuters report this morning about how sharp didn't ship any lcd displays until last week or whatever the time frame was but basically later than expected. >> well, i think supply is the big question for iphone 5. there