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AllThingsD.com Senior Editor Arik Hesseldahl on the outlook for Apple and reports private equity firms are in buyout talks with Dell.
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6%.
Apple cutting component orders for the iPhone 5 to competitors Samsung announcing its old are you ready more than a hundred million of its galaxy Smartphones.
And since since the launch back in 2010.
Joining us now his Eric Russell ball senior better for all things.
But dobbs but digital good -- -- -- Thanks for let's start with Samsung and and apple that this is starting to look increasingly interest thing like a perhaps -- significant short.
Yeah it's always been an interest -- -- competitive dynamic between apple Samsung we all know that apple and Samsung have.
Fought in court about patents partially because they're such big competitors.
Samsung is very much in Google's camp with android phones than apple hasn't violent things so there's -- but the nice competitive dynamic going -- A hundred million phones how does that compare to the to the -- five in the area of the apple phones.
In.
Are you seeing a significant.
Significant shift here.
Well we don't know yet partially because apple hasn't reported their Q1 of their Q1 is that calendar Q4 this holiday quarter and that's the one that's always big blowout quarter for apple.
And so one of the things that people we're we're going with this -- why it was down today.
Because there was a report that that there was some cuts and to -- orders for our screens.
And the initial reports were a little bit -- in the initial report for something along the line of 65 million screens.
Which is an absurdly high number for apple began with so they're not.
They're not and that -- court via so if it was a bit of high expectations and so we won't really know until apple reports for what a total of about apple but yeah it's an absurdly high expectation but not completely dismissal because.
They have been known to perform the -- they have and here's what you need to know -- Apple always has this has this classic moment of of under promising and over delivering if you go back with -- Stock the last ten years you'll see that there is a drop in December.
And -- by average there is a there's a rise in January.
What's going on we've got we've got Dell.
It turns out of a couple of firms have acknowledged.
But you've been reporting that there is interest an idea.
A buyout private equity firms over like partners TBG.
Acknowledging they've been in talks on the deal goes -- -- that I would expect for yeah.
Dell is a company that is fundamentally trying to transform itself -- this is you if you go back a decade you remember the ads do you do get the bell.
With the actors Ben Curtis -- that playing those memorable ads.
-- Dell is still.
Fundamentally -- PC company but it wants to transform itself into an enterprise company company that services businesses large businesses on computer software and services.
Hasn't been able to turn that corner.
Yet.
And it is a diminishing.
A company in the sense that his move to enterprise from PCs are trying desperately to do so yes and we've got to market that there which in the NASDAQ rise 15%.
Technology and looks like we're.
We may be within the an inflection.
Point for technology well it depends on where you draw the line around technology companies some of these older kind of old school technology companies don't want you a packet have been having IBM.
IBM was downgraded today partially on the valuation on -- argument has grown so far this hard to argue that there's much more -- room to grow so.
Wait by IBM until -- -- the argument.
For a are great to have you with -- have appreciated about Kurt Russell -- and coming up tomorrow.
