>> thank you, gentlemen. microsoft meeting shareholders for the first time. you know he has shaken things up since his arrival. what is the future of windows which is microsoft's main driver of revenue and profit? check out the stock up more than 30%. might this incredible run continue in 2015? we'll find out. as we head out more on squawk box's ceo summit. check out cnbc.com for full coverage. back in two. >>> i thought the fed may be late in easing and toigenning and now the lower deflationary pressures of oil prices could keep rates lower longer which means equity markets are going higher world wide. they will continue to go higher. ♪ music