microsoft. could have been sap. remember, we talked about this. oomberg is, in fact, reporting that it's microsoft. it looks like it will open now. and there it is. and so it now is open. and trading. and so we can take a look at 4% move right now for sales force. right now, 74.51. looks like it's off the highs of the day before it's halted. the traders will be coming from around the corner, which is where they were on the move over there. that's the big picture. and we talked about oracle. we talked about sap. we talked about microsoft as the potentials for a potential -- >> let me just tell you. microsoft is trading fast and down by just about 1.5%. that not in and of itself is a dramatic move. but you could argue that everybody in the cloud space is looking at salesforce.com. whether it would be oracle or sap. let me pull up sap. down about a two and a third percent. not moving as quickly. anybody in this space might be looking at srm. >> i'm speaking off the cuff here. but oracle said they were talking to sales force. and i think sap said that.

read the one that i just mentioned talked about the way in which it's a market monopoly and so even in the absence of illegal behavior. a classic example and microsoft engages about bad behavior for short time in which they illegally excluded this from the operating systems market. a legal bungling contracts small but important competitive advantages. and there's a wide range of software. and this means an increase in consumers come each increase in consumers means in increase in software. and as a result of these feedback loops, microsoft operating system was able to lock in its advantage for quite a while. and many people have an intuitive connection to this. and in the wake of pro-segregation neighborhoods contained strong segregation poor people of color, and relatively better off in those neighborhoods are frequently the source of public school funding. in many states how public schools are financed and so the wealthier neighborhoods are able to finance the public schools and graduate students that will go on to attend college and earn even more wealth. while communities of color are under financing not through any part of their own but the loc

emily: what about microsoft? cory: is someone going to raise debt to do this with companies that have the cash to do this, will it be some combination, what price? my calculations are based on the current cap it as raised on salesforce and i'm not going to guess. emily: let's talk about microsoft because microsoft, to me, makes the most sense. >> what kind of company would want this? they don't have a big cloud business, maybe they would want to change the landscape of they -- of the way they discuss things. right now, microsoft is projected to grow at a percent. if they added salesforce as revenues against a slower rate which is another reason they might want to do a deal, but 15% sales growth is what the combined company might show. earnings per share is going to take a big hit and fall 60% for microsoft and it would dilute the company by at least 12% if they did in all equity deal. >> microsoft makes the most sense. they have the cash, number one. number two, i think, coulter early in makes sense. i was at the

what's cool about microsoft is that you can actually go and they let you be a product tester. so a lot of people in high school would actually go to microsoft and test out new products and then they would give you like a free mouse at the end of it. emily: ok, you met your co-founders in middle school. tell me about that. aaron: so, dylan smith, kind of the first co-founder of box who's now our chief financial officer, we actually played trumpet together in middle school. neither of us were any good at that. and then throughout middle school and high school though, i did a lot of stuff on the internet with jeff and later in high school with sam ghods. emily: tell me how box began. aaron: if you go back about ten years ago, not a lot of innovation was happening. so it was really, really hard to do basic things like, how do you share your files, how do you access your data from anywhere, how do you collaborate and work with other people? i was in college at the time. and the original idea was what if you could have these sort of hard drives in the cloud that would let you put all

emily: i know you're worried about microsoft.im: obviously, windows software is the most interesting target for the u.s. government because everyone is using it. if you can just use windows update to install a backdoor on some target, you know, that is the most convenient way to get access to everything that happens on an individual's computer or on government computers or bank computers. it is just the logical extension of what they have already done. emily: you say julian assange will be hillary's worst nightmare? ♪ emily: what about julian assange? what is your relationship? kim: what julian assange is doing is putting spotlights on secrets. emily: how often do you talk to him? kim: why is that important to you? emily: i am curious. kim: i like these guys. i look up to them. they are brave. they are going through a hard time. they chose to do that for the betterment of all of us. i love to talk to them. emily: you said you would bring the internet party to the u.s. in 2016. why? what is your goal? kim: i think there is a big g

how about microsoft? the microsoft ceo has a fabulous working relationship with mark. that would have been a doozy. i'm sure the analyst was have hated it. microsoft is always talking a big cloud game. you ain't talking cloud if you buy sales force.com and you keep mark beneoff you're walking in the clouds if do you that. it makes a lot of sense. how about yahoo by yelp? i mean what do you think of that? now i throw something else in. i know people at jim cramer on twitter have this idea. i have gone over at which time wert wife twheekd. people zparnlg me for everything like the behind the scenes master find of fords theater in 1865. still though this deal would be about getting yahoo growth or more importantly, some worth. right now you back at the company's stake and the japan stake, guess what they're valued at. nothing. what happens whether you buy the companies, roll them up into the ultimate stay at home vertical. i always love. that means different companies. now they post mates have to starbucks and mcdonald's deals, they'll give you at home delivery from terri

tell me about microsoft's role. >> microsoft is very proud to serve as the lead sponsor. all of the 850 non-profits work hard 365 days a year to support our community, and today is a great chance to support them. >> that's right. thank you so much for being a part of it. microsoft obviously a big company here in the silicon valley. art in action one of the beneficiaries. tell me a little bit about what you guys do jeffrey. >> art in action makes art programs possible in hundreds of schools throughout silicon valley and across the country. we have about 50,000 kids participating right now. with the money we raise today we're going to help thousands more. >> that's excellent. art and music sometimes the first to go in schools these days. thank you. this is rosalyn. tell me about your organization. >> i'm with the santa clara vanguard. we've been in the bay area for 48 years serving youth with music and movement education. we serve about 400 kids annually and travel around the united states in competitions representing the bay area innovation, and all that's good in this val

emily: let's talk about microsoft. to me, microsoft makes the most sense. cory: to that point. so what kind of company would want this? they would want press releases. they do not have a big cloud business. maybe they want to change the landscape of how they discuss things. so, right now microsoft is projected to grow at 8%. if they added salesforce's revenues, growing at a slower rate, but 15% sales growth is what the combined company might show. again, earnings-per-share is going to take a big hit. down 16%. for microsoft. and it would dilute the company by at least 12% if they did in all equity deal. brent: microsoft makes the most sense. they have the cash, number one. number two, culturally it makes sense. benioff was at the conference yesterday. emily: -- and benioff were at the same ceo summit earlier this week. brent: a lot of ceo's share the same view that he is doing the right thing. i do not believe that mark would come to these things if he did not believe in what they were doing culturally and directly, it makes sense. emily: hp, sap, ibm. cory: they are two compan

about who might buy salesforce. tell me what we know. alex: microsoft is evaluating a bid for salesforce -- we are still getting the details about how advanced this is. we reported salesforce hired tanks and we are reporting to banks are working with salesforce on evaluating a bit. -- in evaluating a dead. the company that kick this off is not microsoft. still another company out there that kicked out -- that kicked off the process. one of our sources tells us if another company looks at salesforce, they would have to get involved and this would be the largest pure software deal of all time. salesforce is a huge company and a difficult transaction to pull off. microsoft is one of the few companies that could do it. a 10 of cash in a good relationship with mark benioff and salesforce. that's at least the process of evaluating a bit has begun. alix: we did see the chart of salesforce skyrocket on the news. who else is on that if there is a rival offer? alex: we had reported sap had conversations last year but sap has come forward saying they are not inter

this is on news about microsoft. liz claman.r this hour as this story is breaking. liz, take it away. >> we're getting nicole petallides on the floor. halted. it was halted last week. right now it was halted up merely 6%. what's going on with that company? whether you're a fan of descrerngzdescrerngz oravengers. or you love star wars. disney seems unstoppable. hitting another all-time high. if you googled a movie review recently, how did you do it? google reached an important milestone. it shows how far technology has come. we're looking at that. a changing of the guard at cisco. john chambers. why he's stepping down and how cisco plans to change the face and the

my question is about microsoft and they're paying a good dividend.th or sell. >> i was surprised how positive they were on the conference call. they gave you a very clear headed -- it made me feel great about it. i think if the stock comes back down i have to revise my view because it's taking off like a rocket. don't feel like i could chase it up here but it was a good quarter. my hat is off to them. tesla, amazon action and netflix. we're talking three of the most loved names at the moment. do i get it? yes. should you buy them all? not necessarily. much more "mad money" ahead include anything exclusive with the ceo ethan allen. it's down about 20% for the year. but could this be the chance to score? plus it all started with the hit show entourage. now it is a top rated liquor. don't miss my second cinco cinco de mayo sit down with the founder of avion tequila. lightning round just ahead. there's some facts about seaworld we'd like you to know. we don't collect killer whales from the wild. and haven't for 35 years. with the hightest standard of ani

was wiin offer about $55 billion, but sales force founder and ceo mark ben benhof was looking for more. microsoft was off about 1% today. sales force, though topped almost 3%. >>> deere reported higher than expected quarterly profits. helping offset weakening global demand for farm equipment and that helped send shares higher by 4%. mary thompson has more from a lawn and equ >> john deere overcoming the negative effects of the stronger dollar. farm equipment like tractors and combines. the performance earning management a nod from analysts. >> bot line line is the companies managing the downturn extremely well much better than the prior cycle. >> keeping a tight rein on expenses the moline illinois firm more than $2 a share. shares of $7.4 billion missing estimates as lower prices for commodities like corn and soybeans hit sales of farm equipment in key markets like the u.s. and canada. adding to the bang lower growth. what did work for deere in the quarter is construction and forestry business. improvg. economy and strong housing starts behind that division's improved performance and while sales

>> i heard you talking about microsoft. according to the bloomberg reports said to be weighing a bid for salesforce.com. this is not the same company. it was not microsoft that made these initial offers. that's what we're learning. remember, of course we had this news last week some arguing when they first heard about this that microsoft did make some sense. i was at the microsoft developers conference. marc benioff in the audience listening to nadella's keynote. we also know nadella has made cloud front and foulke kus part of microsoft's strategy. it's on a $6 billion run rate. interesting news here guys. back to you. >> no doubt. there was talk about the size of a potential deal that it would be the biggest technology deal of not only this year but i believe in some time maybe in the lives of salesforce. people were throwing around a 50 billion, $60 billion number at the time. the stock has resumed trading now after that halt. it is up by 5%. >> josh are you still with us? there are only a handful as we've been reporting,

is there a reason why you guys don't want to talk about microsoft which was a huge mover in today's session? >> huge. and everything's been right about the stock. i mean, from the cloud to the 53% uptick in surface sales. >> are you in microsoft? i know your brother likes pit. >> pete is a big holder. but i am not. >> why not? >> it just got to a point where i just let it go. i owned it until the mid-40s. i sold it and i haven't jumped back in. i wish i did. >> microsoft i look at as a bond proxy with an upside call to it. that's what you got here today. it's a snooze fest for me, that's why i don't have it. >> shares of avon. this was not a snooze fest, by the way. halted three times today on extreme volatility after a phony takeout offer. a company allegedly named ptg capital filing with the stc offered to buy avon products for three tienls its current value. avon confirming they have not received any such offer. we also tried to track down ptg, called the lawyers listed on the filing. all sorts of phony weird stuff happening. could not contact the lawyers. no record of them being admitte

a middle finger emoji. [ cheers and applause ] finally allowing people to show how they feel about microsoftrs and applause ] ladies and gentlemen, this right here is the 8g band. ♪ [ cheers and applause ] >> seth: how are we doing, 8g band? good to see you guys. everyone doing well over there? hey, everybody, it's our 200th show tonight. [ cheers and applause ] and i feel nothing. [ laughter ] i'm kidding, it's great. i can't believe we have 200. also, our cue card guy, wally who, not a lot of people know this, no one celebrates quite like wally. he has gone, once again, above and beyond to help celebrate our 200th show. there it is. [ laughter ] he hastily -- one of your os is already deflated. your tape os. oh, what happened? wally, did you not know? did you not know? this is a terrible. we just went back to 20, wally. your shoddy craftsmanship just cost us 180 shows. [ laughter ] my god, it's terrible. oh my god. do we have to have the same guest as the 20th show now? oh, okay. i had a really fun weekend. i did some stand-up at moehegan sun casino on saturday. some mohegan sun fans? one

about, the facebook's, googles, apples they have to play a global game. between google and apple is of global ping-pong game. the battle is for developers, as they set at microsoftut developers, developers developers. that is what google is setting up for this week with its conference and literally in a few days you will have apple on june 8 with their 2015 conference. stephanie: we are always trying to read the tea leaves from apple and figure out what they are doing. johnny ives got a promotion yesterday to a job that did not exist anymore. now he is the chief design officer? if you ask me last week i would have said i guess that's his title. how is that a big change? michael: it's an evolution. it has been or years since we saw the sad demise of the jobs. a lot of initial questions in the first year or two in terms of the management team upping their game. right now the executive ranks can take a bit of a deep draft. they are in a better place, the company is on its way to potentially being the first one dollar trillion company. they have had significant product launches in the last year, iphone six, iphone six plus. the announcement yesterday to me was anoth

we were talking about microsoft with sap in the biggest companies trying to make that shift, so you canyour business wherever you go. now they are tying together in leapfrogging other business by signing this deal. they are going to be having a particular agreement, which makes it that much easier. they are getting ahead in terms of tech but interestingly, i wanted to get to know about the old-school challenges -- what about the new risks we face in terms of the u.k. exiting the eu? is that a threat to the companies it works for? an interesting response. >> i think it will change to radically our relationship with europe. i think the entrepreneurs in britain -- at the time, 60% of the imports -- there is a tremendous brilliance in britain. caroline: they can survive yet still. i think you strike to say that these are resilient companies, but the fact that they didn't inc. shock and horror -- they didn't think shock and horror that surprised me. manus: yesterday, it was jcb saying it doesn't matter. i feel like i am living in a time warp bubble from yesteryear. you talk about business --

>> explain. >> microsoft had its own crm customer relationship management and all about the sales forcetalking cloud, being the cloud before income knew what the cloud was. microsoft is moving very quickly into the clouds making it a huge part of its business so this makes a very nice -- addition. >> do you know microsoft goes to 65 >> i thinking in in here. especially if this happens and stock goes down it is a buying opportunity. >> cuts to the chase. couple of microsoft shares and apple regulators looking at the beets deal does that put you off the stock? >> it doesn't put me off the stock although i think there could be some repercussions they're looking at beats in terms of the price because they've used some of their power before to increase prices on some stuff. this is the question of well will they do that for music? they have substantial share. the european commissioner is looking because of beef and supposedly justice department is starting investigation. >> could be a minor league problem for apple but principle a big problem because of that pricing control and power. >> oth

about losing weight. >>> human beings now have a shorter attention span than a goldfish. this according to a study from microsoft about the effects of today's digital world. by 2013, according to the report, the average human attention span was down to eight seconds, a second shorter than a goldfish. which means, if true, i lost some of you in this story about a paragraph back. >>> tonight the national mall has gone to the dogs. border collies let loose in the nation's capital on patrol of the so-called geese police to chase away geese who leave a whole lot of droppings on the ground around the monuments making for quite a mess to clean up. >>> when we come back, he's a jazz virtuoso, earning praise from the greats, and he's only 11 years old. >>> finally tonight, the natural. a young boy with an old soul and a gifted ear who in just five years has gone from plunking out melodies on a keyboard to playing jazz classics on the big stage in new york. he may be pint-sized especially behind the grand piano. but he also may be the next big thing in jazz. i recently spent some time with him and thought you might like t

right now microsoft is trading at just slightly below the consensus target price of about $48 so we'recouple problems with taking on microsoft now. one, it's in one of these old tech companies trying to transition its business model moving away from the zero growth pc market into the more cloud computing and mobile applications. the problem is when you typically invest in these transition type companies you usually want really good value. microsoft right now is not offering that. it's trading 17 times forward earnings, which is not astronomical but higher than the industry average. so being between fair valued higher premiums the pe is the highest since 2008 we don't see this as a place to get in now. >> stacy what is the options market telling us about microsoft? >> yes. so the options market agrees with aaron here. they are not pricing in much in terms of a breakout. a couple things from options side. the majority of the flow is overriders. that's someone long in the stock and they're selling a call that's a higher strike than where the stock is typically trading. they use that to tr

microsoft sales force says it does not comment on rumors of speculation. rick was asked about a potential microsoft sales force combination. here's his response. >> i think microsoft is far less likely to be an acquirer here an oracle. it's a much better fit. they're in the business want to own the market. mark use to work for larry ellison and i think that oracle has excess sales capacity to absorb this. >> it would be creative for either accompany. >> i was with mark yesterday and the idea he would work for mark. >> let me ask you to question. >> i hate. >> so do i. >> we are because it was up yesterday and got halted for volatility. let me ask you to question. you're going to take a guess here. is he a seller? >> i think he has many interest in life. i went to see the children's hospital with him and if you wanted to ask me what his passion is it's children's health. the problem is you can sit here and speculate. >> they have larry ellison. mark happens to really like him. he did not like steve bomber. these are all public comments. i'm not saying anything. i feel like we a

about losing weight. >>> human beings now have a shorter attention span than a goldfish. this according to a study from microsoft the effects of today's digital world. by 2013, according to the report, the average human attention span was down to eight seconds, a second shorter than a goldfish. which means, if true, i lost some of you in this story about a paragraph back. >>> tonight the national mall has gone to the dogs. border collies let loose in the nation's capital on patrol of the so-called geese police to chase away geese who leave a whole lot of droppings on the ground around the monuments making for quite a mess to clean up. >>> when we come back, he's a jazz virtuoso, earning praise from the greats, and he's only 11 years old. only 11 years old. people with type 2 diabetes come from all walks of life. if you have high blood sugar ask your doctor about farxiga. it's a different kind of medicine that works by removing some sugar from your body. along with diet and exercise farxiga helps lower blood sugar in adults with type 2 diabetes. with one pill a day,your a1c. and, although it's not a weight-loss o

microsoft thinking about buying sales worth.com but why would it want to? redefining your golden years, why traditional retirement may be a think of the past. all of that and more tonight on "nightly business " for tuesday, may 5th. >>> good evening, everyone and welcome. a triple-digit loss for the dow jones industrial as bond yields rise and $60 a barrel. a highest levels of the year and uncontinued unrust in the middle east and saudi arabia raised the official selling price. oil closed 2.5%% at $60 a barrel and over 20% at the last month. jackie deangeles has more at the prices and where they are heading next. >> cruise proiss -- crude prices are deg gravity. today's priek fueled by geopolitics. concerns in the middle east as a libyan port was closed by protesters. >> technically the crude oil market was showing strength but we needed to get above $60. when you look at the supply situation improving and the pryuia production flat lining in the u.s. that was the factor that needed to take it above $60. >> crude had bee flirting with above the $60 level, b