' legacy. >> it is a connection of the hardware and software, which is what steve jobs did and jeff besos >> thank you. i wonder whether you will be writing a book about besos' sort of a line-up. we will continue to talk about it. thank you. >> up next, the tennis shot of the day. it even impressed his heirness, you know who that will be, that would be michael jordan. plus, back-to-school, back-to-work. will this be a september to remember for stocks? or is this model-filled summer, is it ready for a fall fade? a deep dive on your money with the deputy cio of pimco coming up when "squawk box" returns. the road. it can bring out the worst in people. but the m-class scans for danger, corrects for lane drifting, and if necessary, it will even brake all by itself. it is a luxury suv engineered to get you there and back safely. for tomorrow is another fight. the 2015 m-class. see your authorized dealer for exceptional offers through mercedes-benz financial services. box," roger federer playing in front of a crowd that included another all time great michael jordan at the u.s. open last evening

>> isn't that jeff beso's favorite thing? i think he's doing all kind of thing.got to see areas for growth beyond their original business, which is commerce, which the markets are tight and interesting competition. interestingly companies like uber and goggle are getting into the commerce business. it's a tough thing in the united states to see real growth. so carolina is the next big thing in that regard. the question is, can they break into that market which isch a rated by home grown companies, which are powerful and have networks across the country? it will be interesting to see how much aws stuff they the and the storage. it's a big opportunity. it's hard not to go there. a lot of u.s. companies have had real trouble in chosen in the past. it's certainly not going to be easy. >> kara, thank you. >> no problem. >> ten kara makes a big point of a u.s. company operating in chosen. we seen that time and time again with ibm, microsoft, qualcomm getting pushed back from the government to phase the companies over there. >>. it's like aol to fly a flag. i think amaz

you know, amazon's situation was one where the street had given jeff besos a pass for a number of quarters. and he missed a football of quarters. that works until it doesn't. so i think the people are kind of concerned about the excess spend there, concerned about maybe a lack of adult supervision. i get where he's trying to take the company, kind of an few build it, they will come. but i think that the street now wants to see only execution motivated i'm just trying to understand, jim, if this is something that you are going to put in place. are you going to sell shares in order to you raise some cash in ali baba shares? >> yeah. you know, i think we've got enough cash to put the work if ali baba and, clearly the pricing of the deal is going to be crucial and really how firm that deal is. you know, they're going to try to load $20 billion worth of stock, so for a deal that big, to be strong and trade well in the after market, they're going to have to get it three to five times oversubscribed. so you are talking demand of 66 to $100 billion has to be created. >> jim, great to speak with yo

he's sort of channeling jeff besos. i'm just going to grow and win this market.king about future profits. and so that's a noise that comes out of silicon valley from almost every company, we're going to go for -- we're going to ride until we get all the land and then profit from it. you know, if wall street puts up with that and doesn't mind someone who is doing that and growth at all costses, that's what you're getting when you're buying sales force. >> one of the things sales force is extremely good at is managing quarter to quarter. they always kind of sandbag their guidance just enough and then beat it. they're very good at keeping analysts in line in terms of what their estimates are. and when these numbers came out last night, i thought they were particularly good not only because they beat on the top and bottom but they raised the full year guide and that 38% top line growth in this environment when they've got strength in domestic markets that remained strong just really adds to this thesis that they have that among the enterprise players even though you

amazon is saying game on after agreeing to buy popular video game streaming website, twitch, how jeff beso's company plans to capitalizes on tens of millions of viewers, and building on golf with tim finchem. >> paulfireman. >> has a nice course, carving it out there. >> i've been in the rough too much there, though. a look at futures, more "squawk on the street" or as the yield curve turns. >> tired of it going higher? is that the thing? i'm not tired of making money. >> back after this live from post nine. i had 3 different 401(k)s. e*trade offers rollover options and a retirement planning calculator. now i know "when" i'm going to retire. not "if." in a we believe outshining the competition tomorrow quires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. my golden years will not just be gold plated. i h