emily: you covered compaq, dell, microsoft.ell me about the days as a tech analyst on wall street in the 1990's. gurley: it was interesting. one of my first vivid experiences was the agenda conference. i remember the first dinner, walking into the tent. back in those days, you look around and there is bill gates and larry ellison, michael dell. you could just walk up and talk to them. it was like, oh my god. emily: even back then, did you know they were of greatness? gurley: oh yeah. i remember when i got invited, when i was covering microsoft -- they have this annual analyst meeting. my second trip out there, someone handed me a card and said, you will be at bill's table tonight. i was 27, 28. emily: does it matter if amazon never turns a significant profit? gurley: it only matters if wall street doubts that they can. ♪ emily: how do you become a top tech analyst? what does that involve? i am sure it is a lot of hustling. gurley: i was fortunate. the research was not generating as much profit on its own. i was experimenting wi

hp compaq, oracle, would this work at this even happened? >> everyone is running to the cloud and people who might -- are behind my think this is a way for them to get ahead. having said that, i kind of agree that the math has to work and it will be very tough for large legacy tech companies to explain this to their shareholders and how the synergies are going to work and how the bottom line will not get impacted by this. emily: let's walk through some of the possibilities and discuss. cory: an analysis of what the growth rates are for these companies and what they would be if you believe the chief analyst, like brent, who will predict what sales forces will do next year. looking at next year's numbers, for example, oracle is supposed to grow 1% topline year. no one is going to buy a salesforce because they don't want more earnings. it salesforce does what it is predicted to do which is slow down and grow 20%, the merged company will grow it 18% on the top line. the earnings per share would fall by 17%, so oracle would have to be really to d

hp-compaq. we saw time warner buy aol. emily: sap may be too busy digesting concur. cory johnson, great reporting on the story. we will continue to follow this story. coming up, reports are saying apple, how apple found a defect in the apple watch. could it setback deliveries that are already slow? next on "bloomberg west." ♪ emily: this is "bloomberg west." a check of your top headlines. time warner cable says first-quarter profit dropped 4% to $458 million. cwc is dealing with programming expensive as programming cost to $1.4 billion. the earnings report comes a week after comcast pulled a plug on the deal to buy the company. george soros who says the rich should pay more in taxes may face a monster tax bill himself. soros could be looking at paying $6.7 billion after congress exposed a loophole that allow fund managers to deter taxes by investing them. the bill could come due by 2017. omnivision technologies whose camera sensors are used in the iphone is being acquired by a chinese company. a consortium will pay $1.9 billion. omnivision was founded by a chinese im

hp is spinning out compact -- compaq. using the ebay-paypal breakup.ou're seeing a lot of mergers being undone now. kevin: they have a ton of cash. these companies are sitting on huge rows of cash. google has 65 billion. microsoft has $95 billion. if you are oracle, you got a salesperson in every company. you can cut out all that expertise. number three, the world is moving to the cloud and people have to adjust to that. emily: pat, katie kevin, cory johnson. thank you always. in today's attention of drive, uber has indeed carnegie mellon's robotics lab poaching 50 employees from software developers to high-level executives, all of this according to the verge. in february, uber and carnegie melon announced a strategic partnership. uber set up shop next door to them. uber is moving into the advanced technology center. it looks like that partnership may have been a job fair. we reached out to uber for comment and have not heard back yet. up next, meet jeff bezos's new shadow. we will take about the elite job and in the woman who is filling the role. ♪ em

hp is essentially spinning out compaq, which they acquired in attempting to become a huge player in aying market. a lot of these market initiatives are being undone now. pat: i'm going to get the other side of this. they have a ton of cash. these companies are sitting on a huge pile of cash. microsoft has $95 billion. number two, they can cut in enormous amount of cost out of salesforce. oracle already has a salesperson in every major fortune 500 company, you can cut that all out. number three, the world is moving to the cloud, you know? people have got to adjust to that. kevin: all right, pat, katie kevin you're sticking with us. cory johnson, our editor at large, thank you always. in today's edition of drive,uber has apparently emptied carnegie mellon's robotics laboratory according to "the verge." they announced a strategic partnership to work on self driving cars, remember? they even set up shop at the robotics center where they shared a parking lot. four months later they are moving into what they called the advanced technologies center one mile down the road. that partnership lo

. >> hp is spinning out compaq.hich it try to acquire in order to become a huge player in a dying market. you are seeing the ebay-paypal breakup. you're seeing a lot of mergers being undone now. kevin: they have a ton of cash. these companies are sitting on huge piles of cash. google has 65 billion. microsoft has $95 billion. number two, they took an enormous amount of cost out of salesforce. if you are oracle, you got a salesperson in every company. you can cut out all that expertise. number three, the world is moving to the cloud and people have got to adjust to that. emily: pat, katie, kevin, cory johnson. thank you always. in today's attention of drive huber has emptied carnegie mellon's robotics lab, poaching 50 employees from software developers to high-level executives, all of this according to the verge. remember, back in february, uber and carnegie melon announced a strategic partnership. uber set up shop next door to the university's robotics center. four months later uber is moving , into the advanced tec

the merger she oversaw of compaq stirred controversy. people said she was a strong-willed manager without people skills. >>> she wasn't able to establish that rapport with people. i think we saw that in her senate race as well and i think that's the question i would add to carl, can she establish that she really understands the work of the average citizen that she's got to appeal to? >> voters say it's too early to commit to fiorina. >> i think that is ambitious, and i hope if she doesn't win she at least runs a good campaign and something that people in america can get behind, but she doesn't have my vote right now. >> depending on the democratic and republican nomination process there could be two women running for president. in san jose david louie abc 7 news. >>> also jumping into the race today on the republican side is retired surgeon ben carson, he made the announcement in his hometown of detroit. mike huckabee is expected to announce another run for the white house. >>> a tech icon will step down as ceo of cisco in july to be rep

. >> fiorina was the ceo of hp and after overseeing a rocky merger with compaq. >> the history with hpm during her dismissal might be a question for her. >> jason mcdaniel believes business leaders fail to be strong political leaders >> we find people with business experience not able to transfer that experience to transfer to the world of governing. >> a major hurdle could be a lack of national name recognition. this man is visiting from oklahoma city. . >> i don't know much about her other than she's ceo of a tech company. >> do you remember which one? >> hewlett-packard maybe? >> she has a new book being released tomorrow that may raise her profile. >> also announcing his candidacy, dr. ben carson of detroit. >> to revive the country. someone who believes in our constitution. and willing to put it on the top shelf. >> carson is a 53-year-old retired neurosurgeon. he has strong support from some members of the tea party. >>> hillary clinton agreed to testify about her private e mail account. a panel of lawmakers wants clinton to appear for two hearings her attorney says she'll answer

. >> fiorina was the ceo of hp and after overseeing a rocky merger with compaq. >> the history with hp lack of enthusiasm during her dismissal might be a question for her. >> jason mcdaniel believes business leaders fail to be strong political leaders >> we find people with business experience not able to transfer that experience to transfer to the world of governing. >> a major hurdle could be a lack of national name recognition. this man is visiting from oklahoma city. . >> i don't know much about her other than she's ceo of a tech company. >> do you remember which one? >> hewlett-packard maybe? >> she has a new book being released tomorrow that may raise her profile. >> also announcing his candidacy, dr. ben carson of detroit. >> to revive the country. someone who believes in our constitution. and willing to put it on the top shelf. >> carson is a 53-year-old retired neurosurgeon. he has strong support from some members of the tea party. >>> hillary clinton agreed to testify about her private e mail account. a panel of lawmakers wants clinton to appear for two hearings her attorney

s merger with compaq along with the layoffs of thousands of employees there. she was eventually let if herself. -- let go herself. >> her business experience whatever the good, the last part has been negative. you know, that said, you know, she has a very interesting approach to running. she said, it's time for us to return to basically the ronald reagan approach. citizen politicians. enough of these professional politicians. america was designed to be run by ordinary citizens like you and me. well, you know that will have an appeal to a niche of the republican party. >> reporter: this morning's announcement was not glitch-free, as you see. someone registered the domain carlyfiorina.org, and pasted it with 30,000 sad faces for all the people she apparently laid off at h.p. fiorina does own carlyforpresident.com. that's where she'll be answering questions live on the website starting at 1:00 this afternoon. >> thank you very much. >> all right. we'll see how it goes. carly fiorina not the only candidate entering the race. retired surgeon ben carson made it offi

fair game to start going to the layoffs with carly fiorina and whether merger with compaq was justified in retrospect. i remember her building shareholder value. i also remember her substantially growing the company. i also remember expanding that company into markets and regions of the world that never even knew what computers were. so i feel where is the balance of that argument. no ceo, even you as an impeccable record. in the media, they don't give you that benefit. >> they don't it's disappointing in this instance right? i don't think she has, in my opinion, any chance of winning the nomination but the republican party clearly needs her as sort of the yard dog for hillary clinton. neil: right now she's the only woman. would that make a difference? >> enough to offset and to attack where hillary comes from. i'm not taking a side on either one. i am saying you need her in the game. we don't need the press singling her out now. she had a, i think, a good career at lucent prior to -- neil: people forget that. >> to hewlett-packard, you don't get that job for a reason. neil: i think the

business, eventually serving as ceo of hewlett-packard in 1999-2005 where she saw a merger with rival compaqhe time. they ended up cutting about 30,000 jobs. in 2008 she was an advisor to john mccain's presidential campaign and made an unsuccessful run for the u.s. senate in california in 2010, eventually losing to the democratic incumbent out there barbara boxer, and she joins us now welcome to "meet the press" and happy mother's day. >> thanks so much, todd. nice to be with you. >> let me start with the issue of various qualifications that voters look for in future presidents. we asked a number of them in our nbc/"wall street journal" poll. the idea of somebody without any political experience at all, any elective office experience actually made nearly 70% of those we surveyed uncomfortable or have significant reservations about. you obviously do not have a background in elective office. you believe that is something of an asset. voters don't see it that way. what do you say to them? >> well, i spent a lot of time with voters in a lot of places. i think many, many voters actually now are l

we'll compaq to some of those stock picks that you might like in a little bit. but let's focus on greece right now. we know the deal has to be cut. where do you think the market stands in terms of expecting a deal or anticipating things might fall apart at the last minute? >> the base case is that a deal gets done. it probably won't resolve the major issues of labor reform and pension reform. it will probably be an interim deal that buys them more time. and i think you see that reflected in the rather come place complacent equity markets in europe right now. yields are moving higher particularly in greece so it's starting to make some people nervous but we're going to find out in the next as you pointed out earlier in the next two weeks these big bills are coming due so we'll find out what happens. i think a deal gets done an interim deal an it postpones the day of reckoning a little bit longer. >> david interesting that you point out what's happening in the bond market. particularly what's happening in the greek bond market so the yields have gone up but they s