daniel: china was the golden goose, and this was under the ballmer era. have seen across the businesses, which is why it has toe from a glass half-empty glass half full. now they move forward. it's really not just about china, but as they rochus more on the cloud, they need to have customers and enterprising consumers comfortable with microsoft does that cloud player, and this is part of the target by 2018, and it is the .eason they had been successful this is one of those -- it was a mistake and now you take a step forward and make sure it does not happen again. that is just another thing we have seen in this era -- transparency is key, versus the cloak and dagger days under ballmer. cory: you have covered microsoft for a long time. what do you make of this, and is there a different tone? david: i think they have improved morale. you have seen a retooling of the business model. the cloud service could be a competitor to what amazon is and even moving office 365 to an ipad platform environment, not protecting the golden goose of windows forever. very impo

isve ballmer says the future in hardware.siness , fewer sustainable advantages. he is excited about it. that is a major difference in the microsoft strategy. especially -- stephanie: thecially given how strong strategy is. in a store, i drove by that microsoft store several times and it did not look like david: an apple opening. david:david: i think a lot of people like the product. it is generally speaking a business product. it does not drive wholesale adoption. that is why it is so tough. even when you have a killer product, it is generally speaking harder to maintain that advantage. stephanie: apple does make it happen. they are the exception. josh is staying with us. we will take a break. people are waking up whole lot richer this morning. the big payoff from the lottery next. ♪ stephanie: some people are waking up to see if they are a winner in this year's christmas lottery. a share is a whopping 2.2 billion euros. 75% of spaniards play the lotto. i like the optimism across the country. standard tickets cost 20 euros. i

i cannot imagine you and steve ballmer.the end of the day partnerships can be about competition. they can be about cooperation. they can be about rolling products together, distribution strategy. many different aspects of a partnership. a great example of the great partnership is microsoft. we have a great partnership with companies like oracle and our customers. that is the ability for people to work well together. i think one of the reasons steve ballmer is not the ceo of microsoft is because steve had a hard time having relationships with other ceos. i know that from personal experience. stephanie: of all of your customers, big companies, small companies, what customer of yours do you look at the company and say, i would love to do that. marc: unilever. i think the work call pullman is doing is incredible. the way he takes a holistic view of the world, has a multi-stakeholder dialogue, a growth strategy for his company-- stephanie: profitable. marc: he is my role model. erik: dan plants is here. marc is talking about wha

he came in with $7.5 billion mess which steve ballmer at nokia acquisition turned the ship around.tment that will continue to strengthen. stuart: you say next year was a great year. are you talking 1665, maybe 70? everybody knows i own some of that stock so i am cheering this on. 60, 65, 70. >> we are in for another 20% so that is probably the mid to high 60s. stuart: how about facebook? that is on my list. you like that one too? >> i have been touting facebook since the 50s to 60s saying it was inevitable the triple digits, now we are here and we won't go lower. facebook is turning into a high-tech conglomerate, a holding company. on less people forget, it has instagram, it is not even really started to monetize those applications, hundreds of millions of users, facebook has grown 40% in the past 12 months alone so it is high, doesn't pay dividends, but if you are ready for the long haul and your a visionary from technology standpoint you have to own facebook. stuart: can you see going to 110, 115, 120? i am putting you in a corner but that is what everyone wants to know. where's