so how do you feel the role of telco of how people understand it today? as they applied for connectivity is it a different kind of actor there are many of the enterprise networks quick. >> and those that would happen on top of that solution never underestimate that value. and on that connectivity. and then to be integrated for example and made available that is user-friendly and with a expose the data with the public and private and with those certain applications are private and with the private environment and with the network and those that can offer that seamlessness. and the applications can be built of connectivity. and with also certain horizontal applications. so worker safety over workers solution can work in a manufacturing facility and then we'll have a conformance like that and now we see this as an opportunity to go beyond. so planning to hire software engineers we can accept that four g has enormous benefits that perhaps the economic benefit like streaming youtube on the train has not accrued to the telco to say it's an opportunity for them

so how do you feel the role of telco of how people understand it today? as they applied for connectivity is it a different kind of actor there are many of the enterprise networks quick. >> and those that would happen on top of that solution never underestimate that value. and on that connectivity. and then to be integrated for example and made available that is user-friendly and with a expose the data with the public and private and with those certain applications are private and with the private environment and with the network and those that can offer that seamlessness. and the applications can be built of connectivity. and with also certain horizontal applications. so worker safety over workers solution can work in a manufacturing facility and then we'll have a conformance like that and now we see this as an opportunity to go beyond. so planning to hire software engineers we can accept that four g has enormous benefits that perhaps the economic benefit like streaming youtube on the train has not accrued to the telco to say it's an opportunity for them

and in those cases, there is already a telco from an operator that has that expertise that can offer that seamlessly. that is one thing. the second thing is that we will have morphed into being a platform provider so applications can have down the line conductivity. and selectively at vodafone, we plan to move into vertical applications. an example, worker safety and remote solutions, workers can work in a mine, a factory, a port, in a warehouse. there is no need for our customers to go and build that solution. we will have components like that available to use. we see the. -- we see this as an opportunity to go beyond being a pipe provider. tom: this is why vodafone plans to hide software and -- to higher software engineers -- to hire software engineers. uber were streaming youtube on the train, this is an opportunity for the telcos to get in on the ground floor and help develop those applications. vinod: that is one of the reasons why we are hiring software developers. in addition to that, it is also about becoming more self-sufficient when it comes to creating services in order to

benefits that perhaps the economic benefit like streaming youtube on the train has not accrued to the telco to say it's an opportunity for them to get in on the ground floor to help develop those applications. spent that's one of the reasons they're hiding thousands of software developers. and then to create services but then to do it at the right cost. but second they are software driven. and then to be knowledgeable. and other solutions other than that we just discussed. so very briefly alluding to earlier the role a i can play and then you can speak about that specific example. and then to come across that as well. >> and then measuring and with the senses over the whole factory and then to understand that they interpret that nature. so it is important actually and then at the moment then to teach on every machine. is it manageable and also like quantum computing. and then all those with 5g at a high quality level computing and with that management and that is really exciting for us then to take that data. >> if i can just build on that data coming out of the 5g application that would be

telcos are making slow, steady investments in fiber to overbuild their legacy copper networks, poised their current fiber -- >> will you give me a break? >> this is at&t. >> barclays has a very good -- >> when they become the new at&t -- they may close sooner than people think. they are spend ago lot of money on fiber. >> what is interesting is the yield is getting compelling. you know why >> because it keeps going down. >> bingo you, you, you are the man, david. one day -- >> i prefer stocks to go higher. >> you still like at&t here? >> it's too early. >> even with awful analysts -- >> comcast has something called broadband. it's on fire good ads, by the way, and i just think that, to say -- it's a straw man. these guys are piling on they can't get to zuckerberg, so they attack um. >> raymond james saying they do expect title ii to be restored. >> it's pile on, david. >>> it's day two of analysts coming out and saying -- there's a lot of market cap that's been lost in the last trading session. >> europe is a good idea i thought it was good. it worked out. >> you're talking about comc

being colonized by american i t or major i t business like are the major internet service provider and telco business in france for talis, which is one of the biggest armament industrial armament company in france and even in europe, are curiously making deals with microsoft and google in order to provide a secure cloud for everybody in france. and this is colonization, no more, no less than. that's what's happening in france. and when it comes to being independent, we have for them like recently that pandora paper revealed that there were lots of types have been all over the place and plenty of rich people taking advantage of that. and the 1st thing that happened 2 days after those revelation, whereas all the finance minister from europe deciding to take off 6, a shell from the past, have been the black list. so my guess is that what's really happening right now? maybe not in europe, but at least in france, that i'm sure is that we're being colonized by the united states. no less. and it's a major, major problem because tomorrow, one, the cloud will become a major thing. is this not yet a m

there's absolutely no data to indicates that the telcos are mock in aggressively at&t has got not sog it with ver verizon. i just don't like the calls, but they have two in a row, so people will think it's real. >> what do you think happened with southwest really, jim >> i think it's a labor issue. i think southwest is not -- it's not the company we thought it was, joe it really isn't. >> we always did they were like teflon. >> yeah. i just think this is not who we are used to, and it is not one i want to buy. i like at delta as being the one to buy it's a much better field to it these days 24% international, that's good i'm not going to cry on national tv about southwest it's not my style. >> still, they have a unine relationship with the public, where you depend for safety and if you've got things you've been looking forward to for a long time, 1800 flights become canceled, that's totally unacceptable. >> you're right, just totally unacceptable it feels like a sickout to me. i don't like that we don't have the full story it's not like the southwest style. i want to know what really

we hear from t-mobile, telco sroeuz for the dividend. at&t for nothing see how many subscribers t-mobile has been able to steal. zillow, the helpful real estate website buying, selling and refurbishing home. the economics turned out against them what does it really mean we will find out tuesday i've got to tell you, as much as i want to hear what they say, housing will probably be much more dependent on wednesday. that's when the fomc, when jay powell speaks. i do not expect the unexpected cvs is a victor. it reports wednesday morning it has been on a roll, bolstered by covid convenience compared to arch rival walgreens i don't know if they can continue now that the pandemic is winding down. they have a huge health insurance business this is a good time for health, in when humana reports that same morning. now, we talked to sin teen and united health gave us fabulous numbers. i think humana will have the biggest prize. we get results from marriott things are getting better for travel we might hear exactly the opposite from wynn resorts t

and the reason i say that is i would have sold part of my apple position until the last remaining telco came out and said we'll give you a $1,000 subsidy to buy a new phone if you recall it had only been t-mobile and at&t when verizon finally joined the crowd but you get my point, because the features aren't there enough to drive that kind of spending so you've got a company that's seeing their multiple almost double and my view is i agree with liz i'm probably getting there ten minutes earlier because i'm driving myself and taking an uber, but i agree that we're not going to make new highs. i think that you'll see a multiple compression and i'm worried about the third quarter, so i remain in a lot of cash on the side lines and hoping for a massive plush and hoping it will be painful as well and apple is one, if it gets back up there, i believe i'll sell and the products last longer and you just don't need to tee up another iphone for over 1,000 bucks with just an improvement it doesn't make sense. >> i find it interesting though, that you're most worried about apple, but most in, so to

telcos through these preliminary numbers. -- talk us through these preliminary numbers. >> samsung reportedline with expectations. the third quarterly sales are at record high, reporting more than 70 trillion yuan. operating profit showed more than 25% growth from a year ago. the company did not give any other details other than those two figures. analysts say that most of the sales and profit were coming from its flagship semi conductor division. memory chips and custom-made -- likely strong recoveries thanks to strong demand during the chip shortage. also growing demand for data center and smartphones as well. if smartphones -- also reported strong results because the initial demand for the telik cb series vulnerable smartphone that costs nearly $2000 showing very strong sales before it goes into the holiday season. shery: let's talk about the stock right now. it is moving up 7/10 this after falling 20% from the january peak. this chart on the bloomberg showing it following to the lowest in 18 months. skewing the inquirer korean market -- the entire korean market. what are analysts saying

building 70 news applications on our platform to reinvent the way they run our business verizon and telco, and the list goes on and on what you are seeing is all these industries challenged, you'll have to rethink the supply chain on thefully. you might have to get new partners you might have to source from different places in the world, plus you want to be highly inclusive, they're following the labor laws, make sure they're looking at net zero the way you are, we do it with apredictive analytic platform from servicenow can you move fast. you don't have to to be tethered we will liberate the enterprise. that's the game plan, jim. >> bill, congratulations i do need you to digitize some parts of the eagles so we can win some games thank you so much, bill. >> thank you so much, jim. >>> whether we come back, a quarterly beat for yum brands, as it navigates the supply chain issues we'll talk to the ceo of take a look at futures here, oil is getting close to the two-week low, and more progress on -- more "squawk on the street" when we come back today, global markets are challenging traditiona

satisfaction level of what people get from the phone and look at what david talked about with the telcos grow is to give them the apple phone. just because they don't make it this quarter they will make it the next quarter and the stock going up and up nicely, tells me there's some people thinking a little more than just 36 hours, the may flymarket may be ending >> want the may fly. okay >> okay. >> i want you to read "no exit tonight". >> okay. >> and we'll get a little dialog going. >> little dialog back and forth. >> yeah. >> domino's tonight. >> we're going to find out what's going on there because they've been a huge winner for our viewers and i'm not giving up good luck to the eagles. i will be there. now, we have this guy ron, neal ron, he is in charge of logistics of getting truck drivers for uber he is the real deal. we're going to find out what the truck shortage is about. you're going to find out there is no shortage >> all right >> all right >> there's no zule >> only zule only zule. >> we'll see you at 6:00 on "mad money" with jim cramer good thursday morning. i'm carl quint

aspect of this, as good as finance can be, it doesn't matter if electricity isn't working, if the telcos aren't working. so even as we look at the sector models, sir, we really have to look at this functionally, right? we have to look at the national critical functions. and i think that's a very important lens, because everything is interdependent, everything is connected, everything is vulnerable. and at the end of the day, that's why i think cisa's statutory role as national coordinator is so important, because we have to look across the whole critical infrastructure ecosystem and make sure that it is protected as it is connected in cyberspace. >> thank you. mr. chairman, i'm over time. i've got a couple of more questions, if there's time for it later, but i yield. >> very good, thank you, senator ossoff. senator lankford, you're recognized for your questions. >> mr. chairman, thank you. thank you all for the work you're doing, it's exceptionally important for the country and i'm grateful that you're engaging in this. let me walk you back to something senator portman was talking about