This transcript is automatically generated
That is a big number they either the number that they're expecting to sell -- -- say this this could be a turnaround for Microsoft in the plus plus side but it not.
Windows eight is a big huge bet on Microsoft's site.
That's their way to get into the mobile space windows eight is the next version of an operating system that they hope to get to the next two or three or four billion people.
And if it doesn't succeed.
If it doesn't do well in the mobile space whether its on tablets or Smartphones they're going to be hurting longer term my.
But -- I'd be very cautious around windows -- in the short term we have to take a long term view of this.
In the short term unless your buying new PC and unless that DC has a touch interface there really isn't that much reason to go autumn by windows -- And it enterprises businesses are not going to -- -- Let's say that we should say Kyle that they're building it in army Hewlett-Packard is is still.
Having people buy stuff now and then saying we will reimburse you for any kind of upgrade who wouldn't.
If they have the money in their waiting wait to have that touch screen so it makes it feel like the iPad and a lot of these are convertible that the screen snaps -- -- becomes.
The padded and then it can become an up more of a PC or laptop at Kyle.
You know what's your best bet right now where you putting your clients money -- what do you think is a real opportunity here no matter what a weak earnings season we do have.
Okay -- so we're gonna get defensive we're gonna go to liquid names like the johnsons and johnsons in the world.
We're gonna focus on the Biotech and technology arena with companies that have paid dividends fifty years in a -- like Johnson & Johnson an increase in their dividends.
They have cash on the balance sheet we're gonna get very protective we're gonna own names like Kimberly-Clark.
The the product that you would recognize his Kleenex and we're -- and we believe that those products are gonna continue to be needed in the economy data day regardless of the -- unemployment marketplace and -- regardless of what happens in -- in Europe.
And we're gonna -- we're gonna stay safe.
Going into the election season because we think and I believe that this election is one of the most important election the United States in my lifetime has sent by the way Johnson a judge that a huge.