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Sep 21, 2018
09/18
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let's have a talk with jim whitehurst i think you are a terrific ceo and have a great company, the bulkf your business is in enterprise linux and it grew at 8% you are one of our cloud kings and unacceptable to grow in -- what is happening. >> three years ago or two and a half years ago, we started down a path of getting our customers in three years agreements. it gives them time to go and sell them new products those three year agreements are typically fixed so they distaong up in value every year now they will next year when these first round of three year deals go back up for renewable we talked about how next year, you should see more growth we did say we expect this is the bottom that it should reaccelerate from here we have good visibility and our total backlog grew 20% so a good sense it will accelerate from here. >> i know you have been saying that, the thing i am concerned, i got to ask you, is there any chance that there is no enough customers left out there >> oh, not at all. if you look at the macro drivers just for linux which is our traditional business, it continues to lo
let's have a talk with jim whitehurst i think you are a terrific ceo and have a great company, the bulkf your business is in enterprise linux and it grew at 8% you are one of our cloud kings and unacceptable to grow in -- what is happening. >> three years ago or two and a half years ago, we started down a path of getting our customers in three years agreements. it gives them time to go and sell them new products those three year agreements are typically fixed so they distaong up in value...
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Sep 20, 2018
09/18
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ceo jim whitehurst told us, and i quote, the one deal that did not reveal a rare loss based on pricing. ouch on the other hand, it's not going down fallen from 176 to 134 you know i love my dog invidia, but invidia the stock took to down, down more than six bucks, bhaus of a morgan stanley note that mentioned slower growth because of gaming chips. if you bothered to read darn report, you would see no quarterly withthe greatness. i found it to be reassuring. it's in keeping with what happened every time invidia introduces chips the value stocks in micron gave you a disappointing at least tepid outlook in the conference call this evening. plenty of growth stocks are doing well, especially the ones that underperformed for ages disney announced espn plus streaming service passed one million subscribers. yes, we know that disney and comcast, parent company of this network, are involved in what could be a bidding war for sky but to me this turn at espn changes the entire disney support story. espn's weakness was what made disney a lager to begin with organic growth from espn love it. what el
ceo jim whitehurst told us, and i quote, the one deal that did not reveal a rare loss based on pricing. ouch on the other hand, it's not going down fallen from 176 to 134 you know i love my dog invidia, but invidia the stock took to down, down more than six bucks, bhaus of a morgan stanley note that mentioned slower growth because of gaming chips. if you bothered to read darn report, you would see no quarterly withthe greatness. i found it to be reassuring. it's in keeping with what happened...
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Sep 14, 2018
09/18
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disappointing billings red hat, though, is a cloud gang and these trends are so strong that i bet ceo jim whitehurst will deliver some stronger numbers. it's a decent spec going into the quarter. stocks that work when small business optimism off the charts, i miss one, herman miller the maker of furniture, especially office furniture. now, we know our age, that's home furniture doing well, thank you, gary friedman for giving you are viewers a tip you were buying your stock. i think herman miller is going to be good too last time they really crushed it i think they'll do it again. thursday is full of controversy. we start with darden, the parent of olive garden. i don't have many disagreements with my wife lisa but she does invision inindividual what and amd are called everest and she doesn't like olive garden to the point where she insists our olive garden in tuscany be called an olive grove. she news never had the endless pasta and fresh leafy salad and never has gone to an og with cargo pants to abscond with half a dozen great rolls. her loss a couple of quarters ago darden reported a quarter that
disappointing billings red hat, though, is a cloud gang and these trends are so strong that i bet ceo jim whitehurst will deliver some stronger numbers. it's a decent spec going into the quarter. stocks that work when small business optimism off the charts, i miss one, herman miller the maker of furniture, especially office furniture. now, we know our age, that's home furniture doing well, thank you, gary friedman for giving you are viewers a tip you were buying your stock. i think herman...
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Sep 20, 2018
09/18
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jim whitehurst confirmed there was pricing pressure driving the stock lower. >> what's on "mad" tonighta cannabis drug. this is the problem with people buying tilray. competition. please, please, understand it's supply and demand. >> supply-and-demand stock not enough stock and too much cannabis coming. david, i know these things, i know whereof i speak. >> you've been talking about it for a while. >> i've been positive until today. >> jim, see you tonight, "mad money," 6:00 p.m a lot more on a record-setting day for stocks when we continue. ♪ introducing the all-new corolla hatchback. toyota. let's go places. (indistthat was awful.tering) why are you so good at this? had a coach in high school. really helped me up my game. i had a coach. math. ooh. so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade. need a change of scenery? the kayak price foreca
jim whitehurst confirmed there was pricing pressure driving the stock lower. >> what's on "mad" tonighta cannabis drug. this is the problem with people buying tilray. competition. please, please, understand it's supply and demand. >> supply-and-demand stock not enough stock and too much cannabis coming. david, i know these things, i know whereof i speak. >> you've been talking about it for a while. >> i've been positive until today. >> jim, see you...