we had lenovo last night, and we had hp today. the environment overall seems challenging.p is executing the best they can focusing on cash flow and cost cuts. emily: would you agree? and how do numbers affect the spinoff and a possible acquisition target? >> i do agree. i think the are growing, but they are not growing in the right places. actually the numbers for notebooks were not that bad. when you get into the third platform, software and servers are not growing. license stock and revenue is shanking as well. enterprise services are still continuing to struggle and margins relatively flat over the year. that is not the kind of growth you will get. there is a little bit of margin improvement for some spots, but they're not meeting that overall demand. how does that impact the split? i don't think it really does. it is interesting to see kathy lee jack going over the ceo of hp ink which will be interesting and the terms of how they put the company together. i don't think it will necessarily impact the company near term. emily: did someone acquire one of these units after

how is lenovo able to grow there? these are things to watch out for, but at the end of the day i want to see topline growth. emily: thank you all. in a couple of weeks i will be speaking with meg whitman herself, the ceo of hp from hp discover conference. that will be on my show "studio 1.0." the hbo comedy "silicon valley" isn't just a hit, it is especially popular in the world it lampoons. tech executives have made cameos. i recently sat down with the creator, mike judge and we talked about all the research they put into the show to get it right. guest: when alex started on it, we had a desire to do again and find out more about the real world. it just kept occurring to us that i don't know what these people are doing. i used to program a little bit but i wasn't building absent platforms -- i was doing a different kind of test engineering thing. the more we dug into it the more great stuff we found. emily: we talked about the show 's haters, including elon musk. at last year's for mere, he said "i feel mike judge ha

stephanie: what if you have someone like lenovo, but they've got a bath -- a backer.you look at that short and say it is not worth it? carson: the whole situation with said, they- thomas are not necessarily investors. not really our fight. it is something that has been on the radar for a couple of years. a yearted researching it earlier and had a conviction at that point. what happened in this case is a formal -- a former noble employees did research and started distributing that critically. we short-lived and then published our view that we think this is a very bad company. stephanie: are the fundamentals were seeing? we saw a -- are the fundamentals worsening? we saw a 30% drop. you really don't know what the underlying economic health is with a company like this. engineer not able to better profits, so that says to me that the core business is deteriorating. i think it has been pretty bad that they have been able to paper over it with engineering. stephanie: clearly this has been highly debated. larry fink saying that it is not they are sitting under the desks of h

the largest number of employees, north carolina is the winner because it is the headquarters of lenovo buying ibm and employeeing 8,000 people. and additionally smithfield has several facilities there, employeeing 5,000 people. and in illinois and michigan those are manufacturing jobs. americans are uncomfortable and suspicious of chinese company. sefrlt high-profile purchases have been vetoed due to security concerns. e chinese government oil company has forced to drop its bid for unical in 2005 due to strong resistance in washington. yesterday they discovered a klein he's espionage, stealing trade secrets from two u.s. technology companies. and the head of the u.s.-chinese relationship said there are bad apples in every bushel. >> there are some that will come to steal and we do not see those people coming to invest are not coming to steal on mesh technology and they are not closing plants in the united states and relocating them back to china, but are they investing in r&d in the united states absolutely. this a very positive story as opposed to the negative stories we hear about ch

. >> lenovo is shy of expectations. it was weighed down by the 2.9 billion dollars buyout of motorola. they said pc sales rose citing europe as a potential bright spot for the year ahead. >> goldin group had more than 70% wiped off it's share price over the last week. golden financial and golden properties lost $22 billion in market cap with the company saying it wasn't aware of a reason for the share move. it follows a other50% plunge in yesterday's session. >> china stock at all time highs raising expectations that they'll step in with bolder measures to stimulate the economy. it fell below forecast to 49.1. still with us is rob dobson. this reading coming in slightly below expectations. most importantly it's still below 50. three months in a row of manufacturing declining of being below 50. the stimulus measures are not really working. >> that seems to be the case. that would be something the chinese government are concerned about. we have seen something like six cuts in the last three months and these rntd managing

olivia: lenovo is another example.s west south carolina is one of the leaders because lenovo has lots of jobs in south carolina and texas. the message it conveys is is a real benefit to the american government. we are creating jobs in america. the focus is so much in washington on the negative aspect that this is a way to say -- olivia: they are building islands of the middle of the ocean. that is kind of creepy. stephen: that is a different discussion. olivia: stephen orlins, great to have you here. nebraska is shutting down its death chamber. the first conservative state to abolish -- in a decade to abolish capital punishment. executions are now banned in 19 states and the district of columbia. marine pilots are putting the joint strike fighter through its paces, making operational flights for a half dozen at 35 from aircraft carrier of the virginia coast. the jet has been delayed. the pentagon will buy 2500 for a cool $400 billion. the founder of pandora envisions ways to expand the site. he tells news, weather and

we also have products like to go pro cameras, hp, lenovo computers, even skateboards.iety of things that will improve your life. emily: sprint will bring you a phone on demand, you say you can do it within one hour. on average, how long will it take to get a product? >> you can go on the at&t website, and within four hours that you order, we will hand-deliver it to you. it is anywhere you want. emily: i can think of a few things i would like. a big tv, for example. you obviously have such a deep knowledge of the retail industry. i wonder how you came up with this idea, why you see this as an opportunity? >> i have been in retail for a lot of years and i love to rethink how we experience products. the world is going mobile. young people what to work mobile. everything is moving to the home, so somebody has to take on the complexity. this helped to put it all together. we think it is time for someone to come to your home to navigate this new world we are entering. emily: how big of a threat is amazon to retail in general? it seems like they are eating everyone's lunch an

we are talking about lenovo expected to post a fall.ny is expected to improve its position. it is one of the few tablet makers to report growth in a sling >> the following is a paid program. announcer: the following is a paid presentation for p90x3 brought to you by beachbody. do you wonder what it would be like to be in amazing shape? do you look in the mirror and wish you had a six pack? don't you want a body that can perform like this and look like this at least once in your life? now, you can get that body. faster than ever before.

we have hp computers, lenovo computers. we even have a ride like a boosted skateboard.nt does something similar. they will bring you a phone on demand. you say you will bring it in an hour. on average, how long will it take me to get a phone to my house? ron: you can go on at&t's website and within four hours we will hand-deliver the phone. it could be here in the studio if you wanted. emily: i could think of a few things i would like. a big screen tv, for example. you obviously have a deep knowledge of the retail industry. i wonder how you came up with this idea? why you see this as an opportunity? ron: i was in retail for a lot of years. i want to rethink how we experience products. i noticed that the world is going mobile. young people today want to work mobiley, they want to drive for a company like uber. there is a lot of delivery becoming a big part of our life. we are moving toward mobility. that is where things get complicated. if you want to have a smart home, who is going to help you put it all together? we think it's time for someone to go through the door of

saying lenovo was one of the few tablet makers to see growth in the first half in a shrinking markets weeks key data. over to singapore. -- the week's key data. good of you to join us. let's start with the japan. teleporting gross number. will it improve that shinzo abe's goals are a barrage? -- mirage? guest: slightly below consensus and we think there is a risk of it being globe are. we do recognize that especially on the consumption side that is the key pillar and things are improving but looking out at though wage increase and they have happened, it seems to taper off a bit. -- andde, we do see a side, we do see h friend of that is improving but not as fast as we thought. iswe do see a trend that improving but not as fast as we thought. and large, we were below consensus, slightly below for wednesday and for the year, from 1% as we saw and now a growth a number of 0.7% which is better. and also a little bit curved. rishaad: two things i want to bring up. the machine numbers we got better than expected and at the second thing is when you talk about consumption, the retail confusedu

you know lenovo bought the pc business of ibm back in 2000.rst big chinese acquisition. you remember here. were you here? i remember the newsroom was like oh my god. chinese are boiinguying ibm's pc business? >> we were happy. it was like take it. >> but it also marked this rise. >> they did something with it. >> i want to say 2003. i broke the story, that's why i know. i'm just saying -- >> you could be right but i could say it was 2000. >> that was the last time you actually did that, i think. how long ago -- what was it 2015? >> tuchouche. >> the chinese version of cisco. >> they want to be in europe. it's not because europe is a great growing market it's because they understand that they're not going to be allowed into the united states in the same grow. >> this has been a congressional report about huawei telling companies not to buy. >> number one, we have growing problems with china. what's interesting, of course is that china is the only country in the world with a global economic strategy. they are putting over a trillion dollars at p

huaw local giants, joe me, huawei,vo, -- xioami, lenovo. they have advantages in the market.ed to push harder in china. angie: when it comes to foreign multinationals selling in china versus the local rivals, the domestic-based smartphone makers, who is going to come out ahead in the next decade of battle? well, it is the beginning of the journey. if you look at the whole forrnet, they are looking more than a phone. they are looking for different features. the national phones can connect with the variable ecosystems over there. thelocal players understand local need. for example, the signal in china is actually very weak. how you can push the signal to have a stronger signal is a different advantage as well. it is difficult to say at this moment. between the makers i have mentioned, they are in a very good position at the moment. angie: we are going to leave it there. the idc managing director talking smart about smartphones. thank you for that. coming up, will better than a lift? results give it more analysis after this short break. ♪ angie: welcome to the stock exchange. we

headquarters of lenovo, it employs 8,000 people.smithfield foods, bought by a chinese meat processor recently has several facilities in north carolina as well pen employs 5,000 people. kelly, with the announcement in the last 24 hours by the justice department that they've uncovered a spy ring related to chinese espionage here in the u.s., investment by chinese companies here is quite controversial. but the report shows, i think, that a lot of americans may have to get used to it. and the government will have to figure out what they want to do about it. >> thank you, michelle. that's just one aspect. china plays a big role of course and that is good news, given some of the headlines out today. a new harris poll details 40% of unemployed americans say they've completely given up looking for work. all of this plus the impact of new technology raising questions about the future of the work force and jobs in america. we've gathered a special panel to discuss what lies ahead. matt berry, ceo and charnl of free lns. freelance.com. and cin