, you don't own idc, it does she you're pulling away.ow are you doing that? >> we are crushing oracle, sap, microsoft, across the board we're getting great wins in sales and service and marketing. yesterday, i was in las vegas at our incredible e-commerce conference. we had over 1500 retailers down there learning how to get e-commerce going for their companies. 8 of the top 10 retailers in the world are on salesforce's commerce cloud. that's amazing. >> i want to talk about one i'm very excited about, a great company that hasn't necessarily been able to do what's right for their shareholders, ralph lauren. they hired a new ceo and had great merchandise but not always in sync. they chose you to create a best in class experience around the world. say i go into a ralph lauren store, what will i say happen that may have been related to what you do at salesforce. you're right. every major retailer in the world is going from brick&mortar bids to online and in some cases doing both. they're linking their retail presence with online and that is

towards the northwest, one or two showers still feeding in off the idc. and the wetter weather comes on at weather front there. we got fresher air coming in behind that. some sunshine developing behind that, 12 showers, most of the rain coming eastwards across scotland, showery bursts for northern england and wales and sunshine after early for northern ireland. getting into the fresher air, temperatures around normal but air, temperatures around normal but a bit of humility and one for eastern areas, 22, 20 three celsius —— humidity. a more comfortable night for sleeping on tuesday night, single figure temperatures across the northern half of the uk. fresher airover the northern half of the uk. fresher air over the middle part of the week, an area of low pressure eventually pushing rain into the northwest but for wednesday and thursday across england and wales, chances are it's going to be dry, still quite warm sunshine, 23 or 2a celsius. some fine weather for the northwest, scotland and northern ireland. the rain pushes into the west of scotland and the

if you take idc data, about $1 billion needs to be spent every year for the next four years on enhancings. you look at the range of threats, they're getting more sophisticated every single day, 1 million new malweaare attacks are rising. when it comes to sophos, why i do think the shares can go higher? they have a niche area in the market. they have an off the shelf product, they have end product, so your phones and fire walls are being protected in the network. the figures they reported were strong. they are growing the margins by 70 to 100 basis points for the next two, three years, i think you can get to a evaluation in the 500 to 600p range for this business. >> currently at 421. another stock, intuitive surgical, a robotic surgery company. in 2013 subject to a federal probe because of safety issues, but now well past that. you like the stock. why? r >> again, another future trend where robotic surgery has become a much more efficient way of performing surgical operations on patients, everything from urology to gynecology to hernia operations it improves the return on invested capita

as i look at the future, we heard about this in the idc , we could well be in this period of transition from the industrial age into the information economy. a fundamental change in the nature of work and the nature of how people generate their incomes. in addition to work being parceled up into smaller and smaller chunks, more and more people working part-time and being independent contractors, all those sorts of things. you have ways in which you can generate income from your car by uber, from your house by airbnb, etc. etc. the way in which the government addresses the social safety net around jobs, unemployment insurance, workmen's compensation, those things might not fit together well. we need to think through a safety net -- for instance, going from unemployment insurance to wage insurance. a social safety net that fits the way people work in the future while thinking about addressing the problems of the moment. >> excellent. great points. sen. merkley: one of those pieces is we have to have affordable, quality health care that does not cost the american people. let's get it off t

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remember idc thinks they'll see shipments slip in 2017.to act and execute the market and that's what we've been doing consistently, we've been looking at areas of premium and gaining, very attractive parts of the market as services. i did ask him about competition, kelly, with specifically expanding into the pc market. they told us they will be looking at the premium end of that market. he said, i think about all competition a lot. i don't get deinfrastructure by it. is coming in, it puts a lot of pressure on the chinese market initially. we will compete them as we do against all of our competitors by playing our own game. i asked about rising component cost that could be potential headache for makers. he said there are certain components that will continue to be tight for sometime because they require a very large investment from these manufacturers to get the supply and demand back in balance. we expect therefore to see increased component costs into the future. we have been managing that pretty effectively. finally and importantly, the

what he's saying, listen, you can look at idc, not him. so clear about the share take, about up -- for customer relations management. it was a remarkable quarter because they blow it away, at 100 million in revs and nobody does a thing. >> it's not on takeover fluff either. there's been a premium in the stock in the past because of some questions as to whether he might be a seller. that doesn't even seem to come up anymore. >> it's sacha nadella, it's bad blood there. remember the -- benioff joined the people who were saying that sacha maybe shouldn't have done linkedin. >> competition about that. >> they're talking about $20 billion in revs. he has $14 billion in unbuild and build which as we know from the balance sheet, that's his money. so anyone who thought that this company wasn't profitable, operating cash flow is tripling. >> unbuild deferred revenue -- >> then build it. add the $5 billion build. $14 billion. so everyone thinks this company is not profitable or they're building the largest tower in san francisco because their eyes a

another story, idc drama playing out in washington, president trump firing james comey, the fbi directortol hill and around washington are asking why did he do it and why did he do it then. .aking us through this is emma: kevin cirilli. the acting fbi director is set to testify in the senate as democrats call for more answers, but republicans have been united behind this white house with the exception of a few senators who say the firing raises questions that president trump in the white house must fully answer, particularly why the timeline for the firing came to fruition at the time that it did. i put the question about what the firing means and whether or not it will impact president authoritiesslative and his ability to craft policy. >> it is important in my view for them to process very quickly this most recent distraction. to where we can move on and talk about other things on the agenda. he is the chairman of the republican conference, and one of the senators who was hoping this white house would continue to answer these difficult questions, but right now, they have not been able