you heard meg whitman explain how they get to that number.ll also be sending 1.5 billion dividend to shares to hpe and taking on $2.5 billion in debt and liabilities. the market loves this deal, jim. mr. lawrie will be running the combined company of course as it its chairman, ceo and president. >> this is a man who came into a really bad situation. a lot of problems with the government. a lot of contracts that were very questionable. he came in and spent the first year cleaning it up. then he spun off this government business. this may be the next -- that's how good this could be. and i love excentury. this man ran sales at ibm. to take that job was a shock for me because it was such a nasty job to come in and have to clean up. we got to get him on the show. >> okay. >> this was a master stroke by him. >> i had an opportunity to speak with him briefly yesterday. >> you did? >> yeah. >> what'd you think? >> um -- >> straightforward guy. >> yeah, it was via phone. >> but still, you buried the lead, what was he like, right? >> straightforward a

meg whitman, ceo of hp, thank you so much for joining us, it has been really great to have you. thank you. thank you for coming to "hp discover." emily: and good luck. meg: thank you. ♪ show me movies with romance. show me more like this. show me "previously watched." what's recommended for me. x1 makes it easy to find what you love. call or go online and switch to x1. only with xfinity. show show me more like this. s. show me "previously watched." what's recommended for me. x1 makes it easy to find what blows you away. call or go online and switch to x1. only with xfinity. ♪ this is a beach in new zealand. him this

we had an opportunity to talk to meg whitman about it, because it is left with $33 billion in e revenuesand led ti hardwaby t hardware group. i did ask ms. whitman if she sees the earnings at hpe ramping? >> i feel good about the return business, and we use a return based allocation strategy and we are looking at ways to deploy the capital, and we believe that the shares are a good buy, and we ought to continue to buy shares. >> she of course is making the point that she believes it is the best way to use the free cash flow that we have generated and in fact, they plan to use 100% of all cash flow to repurchase the shares, and of course, the approach of business in china which adds up to $4.8 billion in repurchases by the end of the year, and they did not buy back stock last quarter as they were ne gosh yating the deal with cse. -- csc. and now, for 1,000 employs now left in $33 billion in revenues and about 50,000 or so employees. she is talking about the focus, and i asked her why. >> this is the focus that we have wanted, and i did not start out that way, david. when i joined the comp

what it means for the company and meg whitman. toyota gets into car sharing -- it's the latest car maker invest in a ride hailing app. we will bring you the latest of it tied up with uber. and pebble out with its first ever non-watch device. can it move into health tech like the apple watch and should it? hp enterprise shares are surging in extended hours. this is half of the old hewlett-packard still run by meg whitman and focuses on storage and servers. they are spinning off and merging it with computer sciences core in an $8.5 billion deal. the name of the company will be announced at a later date. joining us is our senior intelligence reporter. what is your take away on this deal? is it something that was expected? guest: it wasn't expected, but it makes sense. one part of the entity focused on hardware, predominately servers and then finding a network to exit the services business to a company that focuses on exactly that portion of the business. it is a good strategy. on acuses the company smaller piece of the pie but the ri

emily: what does it mean for meg whitman?t gives her a sense of focus, and the results bear itself out. hp has done well and after the announcement of the spinoff of its services business, the stock is up and at the end of the day, cash flow has been improving. their debt profile should also get better. these are the measurable results that she has improved or things that have improved under her watch. she gets credit for that. emily: this unwinds a bad deal done under mark hurd. when you look at the area today, years after that acquisition was done anything else that we , should be watching in the new hp? anand: at the end of the day, this is not a company that is either piecemeal or together will post incredible growth rate from a revenue standpoint. this is modest revenue growth at best, coupled with heavy cost cuts from time to time, coupled with some acquisitions and the best teachers. hopefully, the earnings growth rate is slightly better than the sales growth rate and a good amount of cash flow being thrown off. this i

meg whitman on the conference call had this to say about it last night. >> for the remaining hewlett-packardise, this transaction contains significant value by unlocking a faster growing, higher margin and stronger cash flow business. hpe will now have $33 billion in annual revenue and will focus on software generation and infrastructure that generates a world class storage and infrastructure as well as our helium cloud platform and software assets. >> moump from meg whitman joining "squawk on the street" later this morning. the only thing i would say focus when it comes to technology. hhp goes from one to three in under two years. >> investors love it. nice bounce in share prices. >>> the data pool is challenged today. and it may focus on a trio of fed speakers making the rounds. and we've got harker and kashkari and kaplan speaking at various times throughout the day. tiffany reports emption before the bell. hp, williams sonoma and lions gate after the close. >>> mitsubishi motors restating its financial results for the past year to reflect a special loss of nearly $175 million. that's rel

we look forward to the interview with meg whitman tomorrow morning. what do you make of the stocks? acting as if it's the best thing since sliced bread. >> now you have more clarity about their business, and what meg has envisioned it sounds like for years. if you want to extrapolate this somewhere else, you look at the work she's done in the last five years, look at ibm. they've lost basically $37 billion in sales off their peak. 107 in 2011 to expected 80 this year. what is going on over there. they had the big clunky thing. when you look at what she's done, you say to yourself, how is that board not looking at hp saying what in the heck are we doing over here. >> steve, where would you stand on this? >> i think you make a good point. we all look to ibm because we're all curious about it. what's the board see and what is the plan there. it looks like hp wants to put all growth in one area. to your point, guy, do they want to use the balance sheet to be able to make some kind of an acquisition. there are plenty of acquisitions out there. who knows what direction she really wants to

and in a few moments hp's meg whitman of the planned spin-off of the enterprise services.the fed. st. louis fed president jim

joining me today on "studio 1.0", hp ceo and chairman, meg whitman.much for joining us. it is really an honor to be here with you. so thank you so much. meg: you are welcome. i am glad to be here.

meg whitman last night. >> on the enterprise, this transaction contains a significant value by unlocking a faster margin, stronger growing business. hpe will have animal revenue and focus on software generation that leverages a world class portfolio of storage, networking converged infrastructure southwest the helium platform and software assets. >> and meg whitman will be on "squawk on the street." and down 63 points in the free market. louisa. >> wilfred, thank you very much. thank you. we were listening. we just had a few ins and outs here in the studio. wilfred, thank you very much. let's move on, on a presidential race, headlines by the two least popular candidates in history. the alphabet executive chairman eric schmidt is no different. julia joins on the set she spoke to schmidt in amsterdam. >> we know he's back in the start of this looking at analytics of hillary clinton. when you hear his views on donald trump what i thought was quite interesting were the comments that donald trump saying that say that data is overrated. i said, what do you think? >> let us start listening to d

this is half of the old hewlett-packard that is still run by ceo meg whitman.spoke to our bloomberg intelligence analyst who covers hpe for more details. what is your first takeaway on this deal, is this something expected? >> it was not expected, but it makes sense. to be quite honest. the focus, one part of the entity focus on hardware, predominately networking, storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business, it is a good strategy. it refocuses the company to a smaller piece of the pie, but the risk here is that now you have an extremely smaller pie that you are focusing on. one that is on hardware, predominately selling to corporate i.t. systems. so, will that be the long-term revenue growth area for hpe and do we need services to bolster that? so that remains to be seen. in the near term, this deal makes sense. emily: what does this mean for meg whitman? >> look, it gives her a sense of focus. the results bear themselves out. after the split, hp has done well. and

as a self-funded manful there have been some fails campaigns that started out this way, like a meg whitman or linda mcmahon, spent more than 100 million per vote. they didn't really have that buy in from the voters. fund raising is very important. >> it is. some people say too important, bruce. if you think there is too much money in politic, you've got to be worried about hillary clinton, the democrats. not the republicans. look at this. so far, the democrat, hillary's campaign has spent 157 million. trump's spent 47 million and she's looking to raise $2 billion for the general. >> the idea that trump has been self-funding to this point is not really true, but given his history as a troubled developer, he will try to play with other people's money on this, but i don't think he's going to be successful because when you're a presidential candidate, you have to raise money for the party and senate and congressal races and he's got so many people running for him. >> let me stop you for a second. too much money in politics and of course, the gop has all those friends in big business that bring

meg whitman will take a board seat at the company. the board will be comprised 50/50 as is the case equally of mergers. but mike lowery will be the ceo and chairman of csc which is getting much, much larger for this plan again for hewlett-packard enterprises to spin and merge its business with that of csc. important to keep an eye on shares of csc. i don't know if we have a look at it. responding very positively not just to this, kelly, but it also appears that the earnings the company put out today are actually fairly strong. in fact, it's the first time the company is seeing year-over-year revenue growth as reported, meaning not accounting for currency since 2011. the company reporting $12.7 billion. that's up 1% year over year but up 5%. that dollar, of course, as you well know has been more stable of late and so the company is guiding and expecting a more stable dollar will allow it to say that it is going to be coming in a bit above for the full year what has been at least where the analysts are on an earnings per share basis rig

this is half of the old hewlett-packard still run by ceo meg whitman and focuses on servers and storageporate customers. the company announced it is spinning off the corporate business and merging with computer sciences corp.. is this expected? anand: no, but it makes sense. to focus -- have one part of the energy focus on hardware, predominantly networking, storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business. it is a good strategy. into acuses the company smaller piece of the pie. the risk here is that you have an extremely small pie you are focusing on, one that is on hardware, predominately selling to corporate i.t. systems. will that be the long-term revenue growth area for hpe? be seen.ins to but in the near term, the deal makes sense. shery: microsoft is making as many as 1,850 job cuts while taking a $950 million impairment and restructuring charge. give us a sense of where these cuts are coming from, and what this tells us about the strategy. cory: one of the things it tells us is that the $

i think the meg whitman enterprise company better than people think.m surprised that the demand is so high given the fact that there's so many -- people hate that part of technology in the public market. that's a hated part of the market. hated part. seagate, you see seagate? >> i have not. >> don't look. >> i won't. >> avoid that. i don't want to do that to you. >> thank you. >> it's like a 12-0 loss, like when you lose by 12? >> i do. why? are you forecasting what's going to happen to the nationals tonight when the mets play them? >> no. >> i did see mr. met at the espn upfront this morning. >> really? >> yes. >> how do you like that? enough to cut the dividend? >> hd is the big laggard on the dow. good morning, mary. >> good morning to you, carl. the dow is lagging as well off just about 60 points off of worst levels of the session. still the blue chip index and rest of the markets giving up gains from yesterday's session when energy of course was a big factor along with the gains in apple in the rally. let's take a look at the ten-year yield becaus

. >>> meg whitman's company keeps getting smaller. thachls her idea and then she became the ceo of hp enterprise, this morning, that is selling much of its business to a company computer sciences. so her power keeps getting smaller. but her decisions are definitely bringing value to shareholders. microsoft will reportedly lay off thousands of workers for the phone decision. mostly they come in europe. microsoft bought nokia for $8 billion. cook says you notice anything about the gentleman on the right? >> is he on his iphone? >> cook is in amsterdam talking at a conference. he happened to notice this in the museum. he said remember hey, wait a machine. the title is creatively mick hands a woman a letter. so it's possible it's not an iphone. >> the recall days of communication. >> maybe letters changed over time. >> scott mcgrew, thank you very much. >>> a delicate rescue operation ends with a success in san lorenzo, the subject is animal week right now. four wayward ducklynx get caught in a storm drain. the rescuers, alameda firefight

meg whitman is trying to small size the company she ran.h stocks trading higher, particularly computer sciences. hewlett-packard enterprises has done relatively well since the spinoff was affected last october, rising by about 8% in that time. some of that gain is coming in today's session. speaking of hewlett-packard, hp up 2% todayres are as it reports its earnings after the close of trading. to watch applee holding up relatively well in the face of news that india is going to require the company to source 30% of the smartphones it sells from india itself. essentially building -- essentially a ruling india had already made. the shares are rising with the rest of the technology group. microsoft announcing it will cut as many as 1850 jobs. it will continue to sort of completed exit from the smartphone industry. the company was charged nine after $50 million in restructuring of $200 million for payments. this is part of an ongoing process. microsoft last summer said it plans to get as many as 7800 jobs and write down the handset business tha

emily: so what does this mean for meg whitman? >> and gives her a sense of focus.esults bear itself out. it has done well. now, after the announcement of the spinoff of its services business, the stock is up, cash flow is improving. that flow will get better. these are the measurable results she has improved under her watch. she gets credit for that. emily: this unwinds and arguably bad deal done under former hp ceo mark kirk. else that you would tease out that we should be watching in the new hp? >> look, at the end of the day, this is not a company, either piecemeal, or together, will post incredibly growth rates of my revenue standpoint. this is modest revenue growth at best, coupled with heavy cost cuts from time to time, coupled with some acquisition, some divestitures. -- fully this is the way we have to think , inc..pe and hp emily: that was our senior analyst. this week microsoft officially , cut loose their handset business, cutting more than 1800 jobs and writing down close to a billion dollars in assets. a few years ago, microspot -- microsoft spent 9.5

. >>> meg whitman's company keeps getting smaller. she ran hp but that split into two. that was her idea. then she became ceo of the other half of hp, hp enterprises but it split again selling to computer sciences. the company's stock is up 10% on the news which means whitman's power keeps getting smaller but its decisions are definitely bringing value to shareholders. >>> microsoft will reportedly lay off thousands of workers in its phone division. people are using microsoft phones to account for less than 1% of phone users. most of the layoffs will come in europe. former nokia workers. microsoft bought nokia for $8 billion. that whole idea was a failure, mess microsoft. >>> tim cook wants you to look at this classic painting by a dutch painter painted in the late 1600s. cook says, do you notice anything in this picture? >> he's got an iphone. >> he's got an iphone. right. >> now, this painting was painted 360 years ago which means this is magic or the big reveal is that this is man hands woman a letter, which is a boring title. >>> wells fargo will launch an ad for an

what did mitt romney, and meg whitman do? who says that trump is a demagogue. >> it's depends. say you guys over here, state-side versus the uk, you're so much more loyal to your party. if the party unites, i think that could change a lot. >> and reince priebus did tweet out, he's the rnc chairman, republicans should unite behind him. >>> and "the new york times," make britain great again. it's comparing the tactics used by donald trump and london's boris johnson. it's a fun read, rather than a specifically clear political one. gold rights, his, johnson's weapon is comic derision. and some call donald trump, both men are raging narcissists and blondes both are media obsessions, both loathe detail. politics are different, but there are amusing comparisons moat notably the hair and the ambition, i think you would have to say. so it's a fun read. i'm going to point out one other similarity. because we've been talking today about who trump's running mate could be. and both born in new york. boris johnson could qualify as a are youing mate, if we want a double blonde on the ticket.

in the past he will have made political contributions to ron paul, meg whitman and governor schwarzenegger. >> stay or go? a local preschool caught in limbo. ahead the construction project that has dozens of families caught in the middle. >> cash kick back from cabbys. we go undercover to show you how they're getting squeezed and why it could be costing you. mmm. bacon is lookin good. let's instabrag. honey, jalapeño boom boom, h-how is there no bacon emoji? denny's new honey jalapeño bacon, part of the red white and bacon menu. denny's. welcome to america's diner. tough for taxi drivers. but those taxi drivers are also getting squeezed >>> ride sharing services like uber and lift made it tough for taxi drivers but they're also getting squeezed somewhere else and it could be costing you. >> return to nbc bay area for help. investigative reporter went undercover to see what they say is extortion. >> really eye opening. >> they want 40 or even 50% of their cab fair as a pay off. if they don't pay us they don't get worst. >> what might look like a quick handshake is an exchange of cash. >> ye

this is half of the old hewlett-packard still run by ceo meg whitman and focuses on servers and storageporate customers. the company announced it is spinning off the corporate business and merging with computer sciences corp. was this expected? anand: no, but it makes sense. to focus -- have one part of the company focus on hardware, predominantly networking, storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business. so, it is a good strategy. it refocuses the company into a smaller piece of the pie. but again, the risk here is that now you have an extremely small pie you are focusing on, one that is on hardware, predominately selling to corporate i.t. systems. so, will that be the long-term revenue growth area for hpe? that remains to be seen. but in the near term, this deal makes sense. shery: microsoft is making as many as 1850 job cuts while taking a $950 million impairment and restructuring charge. give us a sense of where these cuts are coming from, and what this tells us about the new strategy. cor

this is half of the old hewlett-packard still run by ceo meg whitman and focuses on servers and storageporate customers. the company announced it is spinning off the corporate business and merging with computer sciences corp. is this expected? anand: no, but it makes sense. to focus -- have one part of the company focus on hardware, predominantly networking, storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business. it is a good strategy. it refocuses the company into a smaller piece of the pie. the risk here is that you have an extremely small pie you are focusing on, one that is on hardware, predominately selling to corporate i.t. systems. will that be the long-term revenue growth area for hpe? that remains to be seen. but in the near term, the deal makes sense. shery: microsoft is making as many as 1,850 job cuts while taking a $950 million impairment and restructuring charge. give us a sense of where these cuts are coming from, and what this tells us about the strategy. cory: one of the things it tell

and i see this flash memory is all part of what's good -- go over what meg whitman did.have the really good data center business that she's -- remember, too many data centers. csc and her, but think of the value in hp and what was in there. >> you mean hp services -- enterprise services at hp that's being merged into csc. >> well, meg whitman delivered. i've got to tell you i am a big believer in the 3d printing of the other hp. >> really? hpq, the symbol for hewlett packard. >> i've seen it. >> no kidding? >> yeah. it's amazing. it's the way people are going to -- you're going to design anything, you're going to do it 3d. by the way, alcoa has a 3d division that is also great. 3d, if you ever get a chance to look at it, it is extraordinary. you're just not going to model anything. hewlett packard's got jnj. hp. they got to change that. they got to make it easier, you know? people get confusing. >> i know. they're going to change the name of csc potentially and hp -- at hp enterprise services to a new name. >> stark industries. >> and charter time warner cable -- >> no,

>> i think -- hewlett packard enterprises, meg whitman, they freed up cash and balance sheet. name like fire eye to me is a nice tuck in. there is a place in my palo alto lower than i'm trading here. >> let's switch to apple here. a report saying high-ranking apple executive eddie has raised the idea of buying timewarner in a meeting and apple didn't enter serious negotiations but the company wanted to spend several hundred billion a year on original content. netflix and timewarner shares rose on speculation they might be an apple target. how likely do you think this is? tim? >> you know, i think they have hollywood ambitions for apple make a lot of sense. i can tell you what i don't think they will do, buy netflix. netflix to me is everything apple has. i think in terms of distribution and terms of really the conduit to get to the people it consumes. makes a lot of sense. to the extent -- itunes was one of the first 4 as. obviously not their own content but apple starting to dominate distribution of music in a way that changed the music industry ink they can change the way a

this is half of the old hewlett-packard still run by ceo meg whitman and focuses on servers and storagete customers. the company announced it is spinning off its troubled corporate services business and merging with computer sciences corp. was this expected? anand: no, but it makes sense. to focus -- have one part of the entity focus on hardware, predominantly networking, storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business. it is a good strategy. it refocuses the company into a smaller piece of the pie. again, the risk here is that you have an extremely small pie you are focusing on, one that is on hardware, predominately selling to corporate i.t. systems. so, will that be the long-term revenue growth area for hpe? that remains to be seen. but in the near term, the deal makes sense. shery: microsoft is making as many as 1,850 job cuts while taking a $950 million impairment and restructuring charge. give us a sense of where these cuts are coming from, and what this tells us about the new strategy. co

if you look at candidates who are largely self-funded like a meg whitman in 2010.invested $110 million of her own money but wasn't able to demonstrate she was well liked and well received by the voters in california. for donald trump, who is already under a lot of scrutiny, it's important he shows he has support from a wide swath of voters. melissa: brad, push back on that a little bit. he has support from a wide swath of voters. he's the one who's ahead, on his way to the nomination, captured almost all the delegates so far to the points where the others dropped out. he does have support so far does, he need to demonstrate that by raising money as well? >> he does. sabrina is absolutely right. carly fiorina put millions of dollars into her own campaign, and what did it get her? melissa: they didn't have millions of millions of millions of votes, either of the women that you mentioned. >> this is true. here's the point, it's unfair for the american people to expect an individual to pay the freight. melissa: that's a different point. a different point. i like that,

yesterday at this time, we were talking about hewlett-packard enterprise earnings and announcement that meg whitman oversees that unit which was spun off from hpq, so basically that spin-off hurt hpq. these are all people rang the closing bell, coming off the floor. send it back to you. hp is down 2%. latest reaction. back to you. david: another company struggling is tiffany. the luxury jeweler retailer is attributing steepest decline sales recession to the strong dollar and declining tourist demand. jason, i'm wondering if this is maybe a canary in the coal mine? >> i don't think it is. here is what i think about tiffany, david. i think this is a reflex of -- reflection much there is still lingering fear, whether, low,mil of january-february volatility. i think why is tiffany up on the day unchanged where yahoo! is down 5%? david: that's true. >> there is value happening in tiffany, again why is the stock market up? there is a lot of money on the sidelines looking to get back in. david: people have to buy what companies produce, kevin, and a lot of people aren't buying, particularly the asians by

in silicon valley, and marc andreesen is, and he put "i'm with her" after the last primary, and meg whitmand so most of the republicans are against trump, but peter teal likes to be counter to whatever. so it is not a surprise. >> are they coming around to tr trump for the most part. >> no. >> republicans -- >> no. not even -- >> not since he was the presumed nominee? >> no, a lot of the republicans don't want to support him, and i don't know what paul ryan is doing it, because the man who says, let's tell it like it is, and he is not telling it like it is, and so he should be able to do that. they will all fall into line behind him, because the politicians would sell their mother to get into office, so presumably they will fall into line, but it is a good thing that they are having a debate internally, but within silicon valley, they are more romney republican republicans or mccain republicans, and so you won't see a lot of support. >> the head scratcher for me on a libertarian backing trump is that arguably, he is less of a lib ertarian than hillary clintn talking about manufacturing and

>> what does this mean for meg whitman? >> this gives her a focus. slip, hp has done well. announcement, the cash flow has been improving. the debt profile should get better and these are the measurable results she has improved. she has to -- she gets credit for that. deal this is after a bad under former hp ceo. when you look at the earnings now, years after the acquisition was done, anything else you would tease out that we should be watching with of the new hp? >> at the end of the day, this is not a company that is going to post incredible growth rates from a revenue standpoint. this is modest revenue at best, coupled with have because cuts from time to time. hopefully, the earnings growth rate is likely better than the sales growth rate and there is a good amount of cash flow coming i. -- coming in. so, this is the way we have to think about hp and hp ink. >> that was our bloomberg intelligence senior analyst. now, this week microsoft over visually cut 1800 jobs and writi ng down close to $1 billion in assets. microsoft could not compete against

like what meg whitman is doing in terms of hpe. she split the company. financial engineering.to the highest form of return. if they make mistakes that's part of the process of creative destruction. >> you liked what you heard from meg whitman earlier this week when dave faber interviewed here. do you own shares of hpe? >> we own some. the reason is there's 1.7 billion shares. stock is around 17. and you are getting $3 or $4 of cse and cash. they have a great ebitda. she'll do something. we're trying to figure out where she goes next. we own a little bit. we don't. since she took over the company -- started around 19. down 12. we haven't bought any recently. that's not a big position for us. our big positions are clearly, you know, companies that we make. the new positions we're buying are defense spending. >> why is that? >> the u.s. is underspent significantly in the last eight years. you have the south china sea, russia in that part of the world. so we're going to have to put money back into defense spending. harris corp. text tron. the lock heeds of the world. that's an are

this is half of the old hewlett-packard still run by ceo meg whitman and focuses on servers and storagecustomers. the company announced it is spinning off its troubled corporate services business and merging with computer sciences corp. was this expected? anand: no, but it makes sense. to focus -- have one part of the entity focus on hardware predominantly networking, , storage, and servers, and then finding a way to exit the services business to a company that focuses on exactly that portion of the business. it is a good strategy. it refocuses the company into a smaller piece of the pie. again, the risk here is that you have an extremely small pie you are focusing on, one that is on hardware, predominately selling to corporate i.t. systems. so, will that be the long-term revenue growth area for hpe? that remains to be seen. but in the near term, the deal makes sense. shery: microsoft is making as many as 1,850 job cuts while taking a $950 million impairment and restructuring charge. give us a sense of where these cuts are coming from, and what this tells us about the new strategy. cory

emily: what does this mean for meg whitman? >> look, it gives her a sense of focus.esults bear themselves out. after the split, hp has done well. and now after the announcement of the spinoff of the services, the stock is up. and at the end of the day, cash flow is improving. the debt profile should also get better and these are the measurable results that she has improved -- or things that have improved under her watch. she gets credit for that. emily: this unwinds an arguably bad deal done under former hp ceo mark hurd, years after the acquisition, anything else that you would tease out that we should be watching in the new hp? >> look, at the end of the day this is not a company either piecemeal or together that is going to post incredible growth rates from a revenue standpoint. this is modest revenue growth at best, coupled with heavy cost cuts from time to time, coupled with some acquisition, some digestive chairs -- hopefully the growth rate -- this is the way we have to think about hpe and hp inc. in piece or as a whole. emily: that was our senior analyst. mic