joining me is roger mcnamee.le/beats. >> i don't think the transaction means anything to the apple shareholder. the stock is so cheap. i wish, i think that whole discussion showed the challenge of being apple now. you know, steve jobs is no longer with us. trying to pretend se is a really bad idea. if i were apple i would focus all of my energy on getti ting icloud to be an extraordinary growth service. phones today is where windows was 15 years ago. you can keep developing it but that's not what customers. customers want you to move to the next thing. apple knows this they need to stop messing around with iso 7. they are an electric utility. people don't want them changing the wall socket. but i love the stock. their strategy doesn't work for me. >> is apple smart enough on cloud. do they need to acquire talent in that area? >> i do. i think the apple people -- the problem isn't smart. the problem is that they were so successful with the strategy it's really hard to give that strategy up. microsoft faced the sam