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mark hurd, the ceo of oracle.elcome. >> thanks, kelly. >> where do things stand in the netflix deal? investors want a little bit more on price? >> it's done from our perspective. we had special boards, special committees of both boards negotiate the transaction. we think we've made a fair offer of $109 a share. the tender offer expires november 4, i believe. it's our best and final offer. >> and the earnings were just a little bit patchy. >> yeah. but i want to reiterate, it's our best and final offer. we'll abide by what the shareholders say. if the shareholders don't want to tend to their shares, we'll move on to other things. >> that's part of the strategy to take on amazon, right? how much more do you guys have to do to compete at the scale of amazon? >> i would say differently, kelly. netflix is more a transportations company, so it really helps us on the sos part. >> softwares of service. >> exactly. there is applications, platforms and infrastructure. amazon smis more of an infrastructure sos player. the ne
mark hurd, the ceo of oracle.elcome. >> thanks, kelly. >> where do things stand in the netflix deal? investors want a little bit more on price? >> it's done from our perspective. we had special boards, special committees of both boards negotiate the transaction. we think we've made a fair offer of $109 a share. the tender offer expires november 4, i believe. it's our best and final offer. >> and the earnings were just a little bit patchy. >> yeah. but i want to...
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we'll hear what mark hurd said. >>> and big trouble for stocks. we'll explain. >>> and making a big bet on artificial intelligence. the ceo of ibm joins us to tell us why it's about to really pay off for the tech giant. much more "fast money" still ahead. ♪ we're drowning in information. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. morgan stanley. mary buys a little lamb. one of millions of orders on this company's servers. accessible by thousands of suppliers and employees globally. but with cyber threats on the rise, mary's data could be under attack. with the help of at&t, and security that senses and mitigates cyber threats, their critical data is safer than ever. giving them the agility to be open & secure. because no one knows & like at&t. r >>> welcome back to "fast money." oracle's co ceo mark hurd. >> i'm sure you'
we'll hear what mark hurd said. >>> and big trouble for stocks. we'll explain. >>> and making a big bet on artificial intelligence. the ceo of ibm joins us to tell us why it's about to really pay off for the tech giant. much more "fast money" still ahead. ♪ we're drowning in information. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises...
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time tiger management founder julian robertson will be there, and at 4:00 eastern oracle co-ceo mark hurd. two great interviews. now brian sullivan is live in san diego with a look at what's coming up on "power lunch." hey, brian. >> don't go away because the middle, folks, we have great stuff coming up on power lunch. thousands of the best investment advisers are gathered. we'll take their pulse and figure out what they're recommend and what their clients are worried about. best selling author markhlcolm gla gladwell. fewer people are buying ipads because six flags is doing well. that ceo will join us as well. and what does it mean for retail? we'll dig into all that with the tipping point from the schwab impact conference. >> happy fifth year anniversary, halftime report." >> smartest folks on the planet. if you want to make money in the stock market, you want good investment advice, halftime report. >> i can't wait for the next five years. it's only going to get better. happy anniversary. ♪ we love knowing what's happening. so the nest cam security camera looks after things and alerts
time tiger management founder julian robertson will be there, and at 4:00 eastern oracle co-ceo mark hurd. two great interviews. now brian sullivan is live in san diego with a look at what's coming up on "power lunch." hey, brian. >> don't go away because the middle, folks, we have great stuff coming up on power lunch. thousands of the best investment advisers are gathered. we'll take their pulse and figure out what they're recommend and what their clients are worried about....
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eastern, then oracle's co-ceo mark hurd at 4:00. it's all right here on cnbc.e. the heirloom tomato. intensely-flavored. colorfully-diverse. beautifully-misshapen. cultivated for generations, it's the unexpected hero of any dish. when you cook with incredible ingredients... you make incredible meals. fresh ingredients. step-by-step-recipes. delivered to your door, for less than $9 a meal. get $30 off your first delivery blueapron.com/cook. what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley - we had to think a little more seriously about saving money for the future and for the kids and for their college funds. we thought, "well this airbnb is actually a great way to pay those extra bills." - every bit of extra money helps these days. we have a retirement fund of our own and i take a draw on it. i don't want to take too much either because i don't know what l
eastern, then oracle's co-ceo mark hurd at 4:00. it's all right here on cnbc.e. the heirloom tomato. intensely-flavored. colorfully-diverse. beautifully-misshapen. cultivated for generations, it's the unexpected hero of any dish. when you cook with incredible ingredients... you make incredible meals. fresh ingredients. step-by-step-recipes. delivered to your door, for less than $9 a meal. get $30 off your first delivery blueapron.com/cook. what's critical thinking like? a basketball costs $14....
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i know, mark hurd is a tough dude. >> this is in my head and oracle's in my head. >> it's scary, bute's not behind you right now. >> that's what you think. it's like pokemon go, right there. but i just think ibm has strategic imperatives have very gross margins but ibm is out of favor, oracle is out of favor because people feel they needed the net suite for for the small and mid size, okay, because that showed them maybe they can't get the high end. which is going to microsoft. people like dealing with microsoft instead of dealing with amazon. >> why is that? >> you know, maybe amazon is basically not as loved as we think. you know, they're just not, they're just not as loved. david, they're considered more of an evil empire. remember when microsoft was the evil empire? remember when you had mr. klein going after there and steve ballmer going, justice department -- though they play for free. those are the most dangerous opponents in the world. i do think ibm, microsoft much more impressive. salesforce i can understand one point they wanted to buy salesforce. they don't need salesforc
i know, mark hurd is a tough dude. >> this is in my head and oracle's in my head. >> it's scary, bute's not behind you right now. >> that's what you think. it's like pokemon go, right there. but i just think ibm has strategic imperatives have very gross margins but ibm is out of favor, oracle is out of favor because people feel they needed the net suite for for the small and mid size, okay, because that showed them maybe they can't get the high end. which is going to...