In the premarket, its down by about 37 cents. Andrew, over to you. Thank you, becky. Were going to break down apples big show and tell. Two new iphones, the much anticipated apple watch and payment systems. U2 teams up with tim cook. On this day after, is this big reveal getting rafs or being ravished . Here to give us their take, jonathan geller, founder and editor and chief of boy genius report. So if youve been living earn a rock, tell us, what ill go to you, mr. Boy genius first. A big take away. Great, horrible, in the middle, thumbs up, thumbs down, what . I think its a lot of what we expected, but i think it was three incredible announcements and two brand new areas that apple is im sorry, three incredible announcements being the larger phones . 4. 7 inch, 5. 5 inch, a watch and payment. And of all three, which one impressed you, which didnt . The payments to me i think is the most important. I think its an area that people generally havent thought too much about disrupting and changing. So we think about what apple wants to do there and the fact that theres reports that theyre going to be making money on every transaction, 10 to 15 basis points or whatever it is. Apple has been a slumbering giant in payments for a long, long time. There are 800 Million People if you have an itunes account. Most of them, a little bit more than half of them, thats twice as many credit card accounts as amazon. Apple has been sitting on this for a long time. Suddenly theres a number of consumers who are expecting to be able to pay with their phone. Now, by the way, there will be a when we come back to payments for a second. Here is the thing on the watch for me. Its beautiful, its impressive, it seems like a technological jewel. And i see the promise of it. And i wear all this stuff. I wear my fitbit, my jawbone, all those things. I like to monitor my sleep to thats not going to do. That. And all the Little Things it does, i dont think its going to change my life, at least immediately. Im in on the 4. 7 inch thing, on the 5. 5. Im buying. I mean even do payments. The watch, i dont know about. It was generation. Remember what we thought about the iphone . When the first iphone came out was it not at the time, people thought that was revolutionary. It was truly revolutionary, but think about the things it didnt do. This is a first generation watch. Think about the Second Generation watch. Is the next generation going to have something i can talk into . If i could use it as a watch or send emails, thats when would you have the watch without the phone, though, hypothetically . If you cant have a watch without the phone, i dont think its beautiful. Its big and clunky. Id much rather have the watch ta youre wearing right now. Right now, its about extending your phone so you dont have to check it so many times. You can do things effortlessly from your wrist. I dont think that theyre positioning as a phone replacement because theres so many things you cant do on a watch. It doesnt have the chips to send a text. Is that just the so you can do it in a meeting without getting caught or do it at dinner without getting caught . Why not use your phone if its there . I think theres things your watching enables you to do that your watch doesnt. Theres short bursts of messaging, the heart rate monitoring and sending of friends is interesting. Thats really important, yeah. And its an extension of things. Monitor your heart rate and send it to people. Friends are just begging me, please, send me your heart rate. What good is that . When youre going with wearables and people wanting to monitor all their levels of fitness or their activities or stats or elevations or climbs or runs or heart rate, its not, youre collecting all this information in one central location. I think its important. And youre going to have all this well, theres going to be a lot of people in really good shape, them. Obviously what stheer monitoring is not exercising. But were not in good shape. Oh, i see i havent exercised again today. Joe, i will tell you, they say people who wear the jawbone exercise 20 more than they is it because youre sharing and you feel competitive . Look, i have mine set up so that every 50 minutes im sitting it knows, it will vibrate and i occasionally say, okay, i should get up and walk around a little bit. So it vibrates like three times during the show . It does. You just like carrying that around in your pocket. Thank you very much. I think the ipay is interesting. But here is the question on that. Why do we work that their integration of that is going to somehow work better than i mean, this is available on a if you have a Google Android phone, you can do it. The problem is, its so fragmented on google. Its only a couple phones. Its only one or two carriers. Apple is going this with partners, theyre going 234 with am ex, mastercard, visa, bank of america. Do you understand the technology and the privacy issues . That was one of the things that came out in that presentation. And the idea that somehow when you pay the merchant never sees your credit card number. Its a onetime use number that is actually thats what the cashier will see. We have a lot of questions about that yet, about how that all is going to work. Also, you know, the business structure, how is that going to work . I do like the whole idea of it, though. The amazon with one quick shopping, i use it more frequently. If i could have it on my phone and be able to pass through, i would use that. And the second part of it is not just as merchants physically, but in line where this is stored now on the phone and you can use a fingerprint for online shopping. So you dont even in billing address and shipping and to me, that is life changing to some degree. When it comes to the battery, this massive phone, i kind of want to buy this large phone because it looks like i could use it all day. I like the current size quite a bit. But im a little worried its too big. Thats the thing. Weve had a long internal debate, kim lee is a really big fan of the larger screen. So we you look like a dope putting that it doesnt look like a cell phone. But no, the battery life, youre going to get a lot of work done with that thing. Whether youre into the screen size or not. And the landscape mode where its ipad like where you have a sidebar and youre able to gobetween things. It does offer you a lot more productivity on the device. And joe, for you i think youre a very rison man, right . On my phone . On your phone. Thats a company issue. I would unequivocally be an at t person if let me tell you, if you have a verizon phone, you historically have not been able to go on the internet while ooefb on the telephone at the same time. You had to talk or do the internet. Now, finally, why have they taken so long to figure that out . Voice over lte. Basically, theyre able to take your voice and transmit it as data as if it were internet data. Thats essentially how i understand it. Verizons network which is for voice is so old that it doesnt spaert anything else. So when you make a call on at t, it drops the 4g. So its a vierzon network problem. I i was joking. Doesnt cnbc have verizon . I have one of each. Im not even you know, thats one of the good things. I dont see the bills for my cell phone. It is a good thing. Finally, you said something to me that was interesting before we start. You said you would short the watch market . You said the fancy watch market. You wear some fancy watches . I love watches. Ive always loved watches. When you look at it, if they dont do something, where theyre able to compete on this level, then its just a collectors item. Its something that i dont think theres going to be collectors items for a long time because everything tells time. You havent needed a watch for a long time. Right. But now if you want something totally different where, as you said, youre able to send your heartbeat to your friends, then youre going to need something different. Right. But right now if you look at the new generation of people, 10 to 25, no one wears a watch. Our kids arent allowed to bring their phones to cool. If they bring them to school, they have to leave them in their backpacks. With the watch, will these be banned from schools . Tim cook announces this watch, the watch is not available just yet. Will somebody else be able to catch up within the next year and out do whatever they have just done . Everybody has been trying to do this. Samsung will probably have four more by then. But the cell phone has been relatively pitiful. You know, i like android wear. Mobile has made some lgs, made some samsung. It works really well with android and it does extend your phone into places where youd want. Apples approach is different. I think its better and more refined. But i do like android wear as a whole. I just dont think its ready at this point. Are you guys going do be when we see you, are you going to wear watches and carrying these big i like wearing a watch. Im old school. I want to try one, though. Are people going to still buy rolex watches . I think they will. Yes. Thank you for joining us this morning, jonathan and eric. Microsoft is reportedly nearing a deal to buy the swedish maker of minecraft, the video game. Oh, wow. Price tag about 2 billion. The alalibaba, the road show is supposedly going pretty well. The ecommerce giant has received enough orders for its record breaking ipo to cover the entire deal. Alibaba would raise more than 21 billion if it prices at the high end of expectations. Dollar general is going hostile in its bid to buy Family Dollar. They have a deal to sell itself to dollar tree. Take a look at where those shares are right now. Up next, on the eve of the 13th anniversary of september 11th, do we need a different word than anniversary . Its the best we have to talk about it. Nothing to celebrate. President obama is going to make a prime time address to lay out his strategy for fighting isis and terror in the middle east. What can we expect to hear . That after the break. Here. Or here. Or here. Its wherever this is. To get customers to come here and stay here, youre going to need an app that connects to all your systems. So they can bank, shop, do what they need to do, and you gotta do it fast. Before the competition does. Its tough out here; you better be on the right cloud. Today theres a new way to work. And its made with ibm. Tomorrow is the 13th anniversary of september 11th. Tonight, president obama is going the make a prime time address to the nation to lay out his plan at a combat the terror group isis. He will do this as pressure mounts from congress to explain a strategy that it believes is long overdue. Cnbcs chief washington correspondent john harwood joins us with the details, plus the results of the latest nbc wall street journal poll. Funny how things happen, john, that the speech is september 10th and its total ly is serendipitous the right word . Its not a good thing. I dont know what youd call it, strange coincidence. John, absolutely staggering numbers. 34 of the country is willing to put boots on the ground. I figure thats tripled in the last three months. No question about it, joe. The video of the two american journalists, its changed Public Opinion. And our poll shows it. You see the president , having been driven down in the estimation of his handling of Foreign Policy to 32 , you cant get much lower than that. And then when you ask people, compared to september 111th, are we more safe or less safe . Weve now seen a huge spike up to 47 , a large plurality in the number of people saying we are less safe. You also get, when you ask the American People, should we strike militarily in iraq and syria . 61 of the people say yes, its in our National Interest to do that. 34 is a Pretty Healthy number, also saying boots on the ground, something the president has ruled out. So i think what were going to hear from him tonight is a strategy designed to be aggressive without committing to boots on the ground, but making sure there are some. Thats the moderate sunnis and theyre going to try to work with both moderates within iraq and our allies, sunni allies in the region to try to make sure there is a robust force on the ground to go after them. And nobody knows how long its going to take and this is going to be a defining mark of the latter two years of his presidency that he never, ever planned on. John, policymakers by definition are always trying to balance satisfying Public Opinion, doing what the country wants and doing what they think is right. And for about five years now, its been an easy call to not engage because of a warweary country. And sometimes that comes back to haunt you and all along maybe it would have been better to not pay as much attention to what we want. Its gotten to the point where the wall street journal said Dick Cheney Dick Cheney on the left is just below david coke in terms of being vilified. I just wonder if theres something to that. The journal article points out that the president came in, wanted to reset the view of american hogimity or whatever it is that you wanted to call it and the reaction of the muslim world to america, wanted to reset that, and now were seeing the results of that reset. History is going to ask a couple of questions about president obama. One is did that contribute to the development of a force that was a substantial threat to the United States, is that why it happened, as opposed to broader historical forces in the region . We cant answer that question right now. But in any case, the president and the American People feel a sufficient threat to take this to a different level and this is something that republicans and democrats agree on, although im not sure youre going to see a congressional vote to authorize force because ewe got a lot of members youve got some members saying, yeah, lets vote, the president needs our authority and others saying, whoa, wait a minute, i dont want to go on record on that right now. Youve got some republicans in the stay at home camp who are not eager to do that. If you did have a vote to authorization. So i think congress is in a mode of wanting the hear the president , wanting the president to reassure their own constituents that this is a good thing and then allowing it to happen without having to say yea or nay. The last time it was kind of a the first time we were trying to decide on syria, it was a hot potato. The president was like, what about you guys . And the conch was like, no, no, you go ahead. I think its ironic that were now trying to figure out ways of helping the rebels in syria that arent isis. I cant help but think that assad is you know, hes just got us right where he wants us at this point. John, real quickly, it wasnt your poll, but what do uveng when 42 think his presidency has been a success and 53 think his entire presidency has been a failure . 53 . It makes me think all of the job owning about being republican fault and can baing them, constantly painting them into a corner where it looks like theyre saying no to everything, you know, it still comes down to where the buck stops. If you dont exert the leadership and work with whatever the country gives us with congress, this is the presidency that you end up having. Does anyone in the white house does anyone say that or are they all yes men at this point . Well, everybody in the white house is a very strong supporter of president obama, so theyre not inclined to you know, you need people that are willing to say, you know, mr. President sure you do. I dont think he has any of those. You know, im not sure about that. Certainly you have you know, its a group of people around the president and theyre inclined to affirm him. Is there somebody, dennis mcdonough, susan rice or any of the people inside, chuck hagel, his defense secretary, john kerry, are any of them telling him at certain moments, no, youre going down the wrong path . I dont know enough to say that. Hillary clinton certainly has come out and said i wanted him to arm those moderate Syrian Rebels that he has said, the president has said its a fantasy to think they were going the make a big difference. But this is a tough time for a second term president when the accumulated incoming that you take from events at home and a broad really take a toll on your standing. The excitement of the beginning of your president is gone. And i think the president is going to take a long view in terms of how he would react to that number and say the real judgment on my presidency is going to be does this venture that im outlining tonight, does that make a difference . Does the health care make a difference . Did the economic recovery make a difference . Health care is part of the problem at this point. But joe, thats in Public Opinion. Again, you were talking about the balance that leaders have to strike between i know. What the youve always been of that mind that you pun didnt know what was good for them and theyll come around to this. Its been about four years and they havent its been a year since it launched. Not exactly. I hear what youre saying and there are grains of truth to what youre saying, but its not exactly i never say things that are exactly true, john. And the one other thing i was talking about, im wondering what happens between now and november. Rossenberg or whatever, it didnt write it, but at least seven seats tore republicans and it could be a wave. It could get worse. In the past, before these elections, things have happened that have turned things at the last minute in his favor. Im just wondering what is going to happen this time. There is a lucky horse shooufr shoe somewhere. Here is the potential opportunity for him. On a Conference Call yesterday, they were making this point. As low as the president has fallen, there is an opportunity here for him with this prime time address with how he conducts his campaign over the next couple of months to change some of the opinions at least among core supporters who have shrunk away from him, maybe among some in the middle. A president this deep into his term rarely gets an opportunity to change his image and at least in the shortterm if there is some Decisive Action and people all of a sudden look and say, oh, hey, hes doing the right thing, hes getting strong, hes leading, that could have a positive effect on him and maybe a positive effect on people in his base. That may be a little disillusions arent the one thats want him to be more aggressive in terms of being a war president. Hes not going to win over the people a that want him to be more aggressive, hes never going to win them over. Hes, again, between the rock and a hard place. Yeah, but theres some gray in there, too. Youre maybe right. Joe, i need to say one thing. Weve gone the entire time without mentioning, we asked american