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tv   Bloomberg West  Bloomberg  October 1, 2014 6:00pm-7:01pm EDT

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tremendous shift, right. i work for a hedge fund manager that said you can change the fan belt while the engine is running but that is not prefererable. that seems like what you are doing with your business model. >> i wouldn't advise it. in the context of our business in the quarter that we just reported we grew our revenue 32%. we grew bookings 35%. that is good news. that means our revenue will grow larger in the future and yet we still have our own premise software business. that grew 5%. we are growing a lot in the cloud and with the
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announcements at this show we will grow a lot faster as we go forward. >> i talked to analysts about the new stuff you are offering. two guys were really impressed and think your competitors will have to answer to the new products being released. >> there are three levels to the cloud. platform as a service, infrastructure as a service and then applications as a service. oracle wants to be highly differiated. applications as a service is fast. ten called best of breed. >> you are sitting in the seat using that application even though it resides in the cloud. >> over 60 million unique users using applications in the cloud today. h.r. apps, sales or marketing. each one best of breed and also a family of applications to work together. second there is this thing
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called platform as a service. that is really the opportunity to get java and database as a service and allowing to build applications or extension to application all off of our cloud tools. this is very different. 0% of all i.t. spending is corporate america or in the world is development and test. most of that is done on premise that they have to buy a server, license fees and et cetera. you can now go to the oracle cloud, get java. most popular database in the world and have access to those tools and do it straight off of those tools. no computers to be bought. >> how are your sales staff dealing with the change in this different level of perpetualizing and how have they done it? has it been a tough adjustment? >> two and a half years ago we realigned our sales organization to prepare for what where we are at now. it has been a lot of work and training.
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we hired up. not quite doubled our sales force. not quite. we didn't have two to four or four to eight. we had many, many people. it has been a big expansion and oriented our sales force not just i.t. buyers or but functional leaders. the heads of h.r., the heads of marketing and sales. >> that is the big change in the role of technology. technology is really all levels of workers and all sizes of company. >> the head of marketing now has a vote. head of h.r. now has a vote. because they are in the hands of almost every worker everybody has a role in i.t. to a degree. data is pervasive. this puts us in a position where we have to sell to multiple buyers in the country and bring it back so this information is secure. tools are robust and hopefully consistent across the
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organization. >> you guys have this indian wells event that has become a ifth grand slam. that tournaments is one of the best in the world and it would lead the u.s. larry bought the ournament. larry tried to save it for the u.s. it was a phenomenal thing he did. larry has done just a fabulous job with that tournament. and we tried to make it the greatest tournament in the world. while it is not a "grand slam" if you get a chance to go down there i think you will find that it is exciting. >> thank you very much. we really appreciate it. emily. >> cory johnson, our editor at-large live with oracle
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co-ceo at open world. how can big data help doctors make break throughs in the fight against ebola? we talk about the tech to track the disease next.
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>> this is bloomberg west streaming on your phone, apple tv and amazon fire tv. the first case of ebola in the united states was diagnosed this week infecting more than 6,000 people in africa and with the first case reported in the united states what role can technology play to help stop it spreading? i am joined by patrick tucker in washington, d.c., whapts in your move and patrick, we are learning more about this specific case in texas.
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that this person, this patient flew through brussels. i want to start with airport screening. what can be done at airports to try to keep someone with ebola from passing through those gates? >> at this point in time, not a great deal at all. some airports, even south africa and nigeria and asia are experimenting with thermal scanners, great big scanners that scan for elevated human temperature. they were in place across the united states as well following the 2009 sars outbreak. the problem in the case of ebola while it does provide public comfort it won't be an effective stop because you can carry ebola for as long as 21 at as before you present symptoms. when you present symptoms that is when you run the risk of passing it to others. the scanners will not catch
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ebola in people that haven't yet presented. really it is cosmetic and only that. that is the only effective means we have aside from taking a blood simple. in nigeria if you show up and if they have any suspicion you are an ebola carrier, they pull you aside and do a blood test on you. that takes about two hours. that seems to work ok in nigeria but it is impractical in a place like dallas or tlanta or perhaps even brussels. that is not being done right now. we are about two years away according to people i spoke to from a point of care diagnostic test, a handheld test to screen for ebola on the spot without inconveniencing a lot of passengers and causing flight delays. but that does not exist at this time. >> now you did a lot of work about how big data otherwise can be used to track disease.
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how can data be used to track ebola? >> there are a lot of different tools right now that health researchers can use and are using to figure out where the disease is and emerging and where it will go next. researchers from around the world are relying on a big open source data project called health map. that is basically google but instead of google that presents everybody with search engine results, it is google that presents you with the most recent instances of ebola showing occupy the internet in facebook posts or tweets, news articles and things like that. it does a deep analysis online and looks for the material that is specific and relative to new cases of ebola and where they are showing up. there is a project that is a big database project from a researcher here in washington, d.c. and it just scans news reports for new instances of symptoms that are likeable as well as
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instances of ebola. that is one big one that people are using. another method researchers are using right now is contract tracing. that is where you go back through all of the different associations and all of the different contacts that an ebola patient may have had. people they spoke with and places they went and you just mapped their life out to see who else may have been vulnerable or subject to the disease by interacting with that person. >> now something else that holds promise is satellites. how can satellites track ebola? >> here is the thing. ebola is very, very dangerous. we don't want health care workers getting too close to it. but we want to observe in a credible way when it is showing up. the military uses high resolution satellites for stuff that is sort of like this all the time. but they are looking for intelligence. you can use those same assets
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in a public sense for ebola tracking. there are a group of researchers out of the university of virginia that created a mod they'll predicted the spread of the flu in a particular place based on the occupancy of hospital parking lots. based on how people are moving and where they are going. if they are going to go and seek help or buy supplies, a particular type of store. if there seems to be a lot of crowd there you can predict or model the spread of a particular illness through a particular neighborhood and you can do it from space without subjecting a lot of people to potential harm. >> all right patrick turner, author of the naked future. we will continue this conversation after a quick break. we will be back with more.
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>> i am emily chang and this is bloomberg. tch on your phone, tablet, bloomberg.com and apple tv. ebola, the first case in the united states was diagnosed earlier this week and accordinga to a canadian official the person traveled to brussels to the united states. patrick, one of the questions is, obviously technology holds promise to track ebola and track ebola outbreaks. can it predict an outbreak before it happens and can it stop it before it starts? >> well, you have to have one before the spread can be modeled or predicted. that is sort of the problem. for instance we were talking about health map. health map is a very, very rapid indicator of the spread of ebola. as soon as it shows up, people start writing about it and
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creating content and putting it online. but it is a lagging indicator. they have to have it in place before you talk about where it will go next. so right now we are -- technology is providing researchers some great help in tracking where it is moving pretty close to real time but where it might suddenly emerge all of a sudden, this is really, really tricky. the cdc and researchers around the world have had real problems. primarily because you can model how quickly the disease might spread among a particular group of people but you can not model with a high degree of credibility how all of those people will react all of a sudden to policy, to different restrictions on their movement, to different decisions on the part of authorities about what to do next or where they should go or where they should stay particularly. that is a really chaotic environment. that provides basically a bunch of new maps that modelers would have to do before they would be
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able to figure out how ebola would move in human beings as a response to what humans are deciding to do about the ebola. there are really serious limitations in terms of predicting where it will go as a result of human decision-making. in terms of the mechanics of the actual virus itself, this we can actually model to a high degree of credibility if we all ived in a computer simulation. >> some people might not realize they have ebola. bottom line, should we be worried about the first case diagnosed in the united states? >> absolutely not. verybody that i have spoken to or s is not liberia ninigeria where they had electronic success containing the outbreak among a population that was huge in a chaotic environment where civil unrest is something far more uncommon.
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we do not have to worry about ebola affecting us or experiencing the same number of casualties in tomorrows of deaths. at the same time it is a great opportunity to talk about what can be done in liberia particularly to help prevent a worst case scenario, 1.4 million cases by january of next year. so i think it is a great opportunity to talk about how to prevent this for the future. but this is not going to be for us what it is in africa. >> all right patrick tucker. author of "the naked future." stay with us. we will be back with more of "bloomberg west." >> time now for bloomberg television on the markets. let's catch you up on where stocks traded today.
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u.s. equities ended up in the red after the two political events spooking investors out of hong kong. s&p 500 declines, dow is off 1.4% and nasdaq down 1.6%.
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"bloombergwatching west" where we focus on technology, business. the new versions of the company's nine point seven inch ipad will include gold as a choice of color for the rear metal cover. the new ipads are expected to be unveiled this month. for the integration of fashion and fashionable looks into their product, i want to bring in a partner at kleiner perkins
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caulfield. always good to have you on the show. i went with the gold iphone. what do you think about gold ipads? looks i keep the gold iphone as well. i think people want to have a technology product also as a fashion accessory and as a state of mind and gold is a luxury item. so, i am pretty excited about what apple is doing. >> what about when it comes to the watch, they will be making an 18 karat gold watch. a gold color. is that something that people want to wear? such a smart marketing company, they would have figured this out ahead of time. i thought it was interesting that they launched in three different categories giving the consumer choice.
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whether you're going to have the addition, for the high end luxury item. it reaches across different luxury segments. i am excited to see all of this. >> how much will it cost? click somewhere around 3000-5000 dollars. -- >> is somewhere around 3000-5000 dollars. >> you have a lot of celebrities , too. is this more than just promotion, trying to get celebs apple?elebs loving >> i think it is both. as is about a real movement in popular culture. i think that apple is not just your technology company. a global or consumer company that hits across fashion, entertainment. they have wrought technology
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into the popular culture. look at how the fashion press is really connect in -- connecting. they were in paris yesterday meeting with fashion industry leaders. people are salivating about the apple products and they want to understand. fromey have hired angela burberry. let's take a listen. >> it was a great collaboration and i love working with technology and it is just the beginning. >> of course she has got it on top of very fashionable sunglasses. is wearing this just cool? >> well, wearable, really cool. people want to have access to information. whether it is understanding the health, lifestyle, connecting in
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a whole new way, that is cool. that is mainstream. how you're going to wear it, whether you're going to wear it on your wrist, that will be debatable. >> i guess i wonder if the fashion industry is truly going to embrace wearables or is it a gimmick? is anna wintour going to be wearing an apple watch everyday or experiment with it? >> i don't know, but she has an iphone. the natural extension is where does one go with this? this is about popular culture. i think this is a whole movement in the zeitgeist that we have never seen before. what apple has done so smartly, in fashionbest industry, the rest of entertainment, the rest of technology with their current ownership team.
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this is an extraordinary leadership team that is the best in class against the global industries. >> samsung has parted with jay-z, intel has parted with $.50, yahoo! has hired bobby brown. those companies aren't apple. brandcelebrity make a instantly popular? what celebrities can add heat to brands but i think it has to come down to more than that. it has to come down to beautiful products. at the end of the day, that is what apple does well, they make beautiful products. >> always great to have you. coming up, mark zuckerberg sets his sights on india. how to get an opportunity is there for major tech companies there? -- how big an opportunity is there for major tech companies?
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onthis is "bloomberg west" bloomberg television, your phone, your tablet, and bloomberg.com. mark zuckerberg will visit india for the first summit taking place in delhi. it will bring together experts focus ontry leaders to ways to deliver the internet for more people in developing world'ss hosted in the second-most populous nation. microsoft is doubling down on
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india. yesterday, they announced they will build data centers in india . how big an opportunity is the indian market for tech companies ? joining me to discuss, our tech and media analyst. what do you make of mark zuckerberg is adding india? this is his first major trip since going to global world conference. >> one of the most important and things is going to be what is the global reach at this point which would mean that at any given area, the data centers you have. footincreased the global rent of data centers. it is important for a lot of these companies to spend money
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to make sure the open data centers and things like that. >> one of the statistics i was looking at is that there are far less people connected in india than there are in china, 12.6 or send our online come in comparison in china, 42.3%. au think of india as high-tech nation. why is this? looks the way you want to look at it is you don't want to look at the overall size. about 350o look at million. a large portion is better. a lot of these companies. this is the core market. the connectivity rate is high. most of the indian offshore , all of them have very large centers all over india.
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because of that, the connectivity levels are high. >> it seems there's so much potential for more indians to be using technology, services like facebook, buying phones. microsoft is there right now. what do you make of his trip so far and the fact that he has made it a priority? >> there's been a stable government at the center which has not happened in several years. almost all western companies are looking for -- to get india as one of their greenfield market. this is an area where they have not been able to get a good foothold. this is a good opportunity for a lot of them. >> we talk a lot about apple's push into china. the people i know in asia say that apple is practically nonexistent. they have a presence at a distilled not big. are these people buying
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lower-cost android phones? what does the market want and need? >> what happens is that there are two kinds of audiences. the ones that can afford to buy all of these, they probably already have a lot. the bulk of the market which was once dominated by nokia in places like india. to sell aying smartphone phone to them, you will have to bring down the cost , otherwise you will not find your audience. that is why you find cheaper android-based devices. >> when you are saying we should focus on the middle class in india, the percentage of the middle class as connected to the internet, are you saying that we should not suspect the lower cost to come online soon? >> they can easily, online beuming you can have them
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connected with a mobile device that is cheap in price. the rest of the population that i mentioned, they actually have just normal phones. they are the ones where the handsetity is for these providers, to be able to connect them with lower-cost devices. with that, you would see a lot more services being offered including cloud services. >> thank you so much for joining us. we want to get a check on stories making headlines with mark crumpton. what else is going on? >> hong kong's democracy protests go for a six day. student leaders renewed demand for resignations of the city's top officials. the protest numbers may grow beyond last night's tallies estimated to be at least 100,000 people. the government says that it sought to start talks with
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organizers but it is unclear many negotiations that have happened. comcast said that it shed two and half million customers in detroit and midwestern committees as part of a plan to buy time warner cable. this will keep their market share below 30%. that is what was set as a limit and comcast volunteered to honor. michael phelps has apologized after being charged for driving under the influence for the second time in the decade. police in baltimore, maryland also charged the 18 time olympic champion with speeding and crossing double lanes. he has been driving 84 miles an hour in a 45 mile an hour zone according to authorities. >> huber and lift are battling each other for market share in cities across the u.s. but neither company has won the race to become a real habit for users. we have new numbers that show
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how often users rely on ridesharing.
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>> 30 people have been laid off from the las vegas downtown project that has been spearheaded by zap those founder tony shay. they said they were making the move to focus on follow-on investment. they also addressed media
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reports that he was stepping down as ceo. well, lyft, sidecar, uber are every regulatory hurdles day but they're getting pushed back right here where they started, san francisco. ordering them to change operations or face prosecution. the san francisco and l.a. does return said that they made misleading statements about their drivers and unfairly tabulated the stairs. how do the users feel about this? we asked more than 900 people in this month's surveymonkey
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shakedown. they have gotten a lot of bad publicity, they are very controversial. how did the users feel about them? >> must be. -- mostthem falls up use them.'t users in san francisco were the first people on uber and the usage of uber and lyft in san francisco is very high al. when people are doing it, they theusing uber. less than third of people have used the services. so, uber has the majority. >> about 30% said they don't actually have the service in their area. there are a lot of people that just haven't used it. lyft andyou say that
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sidecar have a chance? >> i am investor and uber. there is the consumer's perception of it, they were first, they have people on their phone. the other services have to figure out how they will be different. it seems like they're only using them once or twice a month, not every day. >> it depends on when you are an urban environment. i live in the suburbs. i live 45 minutes out and i use uber probably once a week. city, it isin the an alternate means of transportation. we have people in the opposite of not i a second car because they use uber. these services, they have gotten a bad rap whether it is surge pricing or
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controversial tactics about trying to steal each other's business. users don't seem to care about .hat stuff bu >> regulatory fights have helped these services grow. they have helped to draw media attention. i think the consumer is more concerned about the experience they said. not just, yes, prices and issue reliably get a car quickly? how easy is it? all kind of consumer experience. the regulatory stuff is not playing into people's decisions. >> car sharing really hasn't taken off. people said they don't use ridesharing services.
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car sharing services. >> i'm sorry, car sharing services. i think it is a very niche use. the people that use it probably feel great about it but it is -- he doesn't have as much marketability. >> do you think it can't grow or will it always be in each market? >> i think the ridesharing has cut into the growth of car sharing. >> how big of an impact do you think successful self driving cars would have on ridesharing services? website and that is the big long-term rob kardashian we don't know what the religion which wishes will be. if i can just push a button and get itself driving car, is that through uber or through the company that made the car?
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i don't know. you talk to people about navigation. >> everybody's using navigation. it has become embedded in a way to get around. it is probably the most useful innovation in transportation. saw limited we usage. that was 90 less percent of the people. when my driver doesn't use waves, that really upsets me. ok, dave goldberg, thank you so much for joining us. the u.s. byte for where we focus on one number that tells a whole lot. what have you got? >> that is how much oracle spent in research and development. it is a big number. i sat down with one of the ceos.
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she told me that that amount gives them in the option to keep from having to overpay for acquisitions because they can always pull something off of the shelf. priceys that kind of discipline does not exist at sap. she said the estevan that happened that i got the ceo job bob concur for almost all of the cash they had on the books. what next, dairy queen? >> i was going to ask you, we barbs used to hearing from larry ellison. will they continue the tradition? >> well, she is right there. she said they were going to try to grow an application. she said number two is not ok. the silver medal is the first loser. ok, cory johnson at oracle
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open world. thank you for watching this edition of "bloomberg west." all of the latest headlines all the time on your phone, your tablet, and on bloomberg.com. .
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>> welcome to "money clip." i'm adam johnson. here's today's rundown. in tech, it's not just ebay. activists are targeting silicon valley. the great breakup of 2014. in media, a blockbuster battle at the movies. netflix is shaking up the whole viewing experience. theaters are not too happy about it. around the world, hong kong protesters move the city's leaders and step up pressure for his resignation. ebola dominated the headlines coming out ori

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