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 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

. >> 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

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