intech, pc pioneer michael dell sees the future

what's it like to be michael dell? in 2013, the billionaire ceo took his company private.

intech, pc pioneer michael dell sees the future of technology, but it is from the snowcap

plus michael dell's take on the pc business one year after going private. hour of "squawk box" from davos, switzerland, begins right now. >>> clouds rolling in and clouds bring wind. anyway, that's our problem. not yours. welcome back to "squawk box" here on cnbc first in business worldwide. i'm joe kernen along with becky quick and andrew ross sorkin. we're about 30 minutes away from what could be the biggest news conference of mario draghi's career as president of the ecb. in the last half hour they announced a decision to keep rates the same again. it seems every time we wait for ecb decision. it's out, it's out. unchanged. promising to announce further measures when draghi speaks we will bring you his comments when they happen. here are the futures in this country at this hour which have been picking up as the morning went on. now up 102, triple digits. that has to do with when anyone eases anywhere whether it's japan or europe we like it. because -- >> more money. >> -- all of our crack addict traders that still want free money, they bid up the futures

back in those days, you look around and there is bill gates and larry ellison, michael dell.ou could just walk up and talk to them. it was like, oh my god. >> even back then, did you know they were of greatness? >> i got invited, when i was covering microsoft -- they have this annual analyst meeting. my second trip out there, someone handed me a card and said, you will be at bill's table tonight. i was 27, 28. >> does it matter if amazon never turns a significant profit? >> it only matters if wall street doubts that they can. >> how do you become a top tech analyst? what does that involve? i am sure it is a lot of hustling. >> i was fortunate. the research was not generating as much profit on its own. i was experimenting with this premium model. that is when i started above the crowd, which was a fax back then. it was sort of the way back then. >> that was your blog, "above the crowd," you're 6'9", playing on your height. >> yes, 6'9". >> frank quattrone recruited you. what did you learn from him? >> i got a call out of the blue from frank quattrone, who i did not know at the

this is a hotbed of figuring that out. >> what michael dell was saying about coming here. it is once a year and you have an incredible dose of what people are thinking about, are worried about, and are hoping for. it changes so much from year-to-year. they're worried about geopolitical risks. that is overshadowing underlying good economic fundamentals. >> will it make you change course in any way? after these four days when you go home and make different decisions? >> i just came from a conference with a bunch of technology leaders talking about future. but came through was how much the younger people, the employees of corporations care about the impact of who you work for on our society. it is about sustainability, environmental concerns -- >> to you by that? -- do you buy that? i hear it all the time but i still see kids becoming investment bankers and working 120 hours a week. >> you live in new york. i think the attitudes have changed. if we don't come across that way we will become irrelevant. >> a lot of talk about india. there is a little bit of a unity and all of t

and michael dell, got to speak to him.e is happiest guy on the planet he doesn't have to deal with all this mess. a lot of that is flowing through. small companies can get money another way and not deal with overhead of an ipo and managing new activist investors they will be a whole lot happier. that appears to be a part of the reason folks are staying away from ipos at the moment. jo ling: jonathan, do you think we'll see impact trend? if you look at valuations a lot are ready to go. look at average company ipoing last year, they were 11 years old. back in 2000 they were only five years old. >> that's it. what happened in 2000 was inaction or enacting of sarbanes-oxley and other types of regulations to our guest as point a made it not only costly to go public but extremely costly to stay public as a small company. so you're seeing once again either companies get private funding or those who do come public are much more mature, much more established than they ever been before. unfortunately the losers are everyday investor

we were really proud that michael dell became the first global advocate for entrepreneurship for united nations foundation and we developed a relationship and just understood that if we don't work with entrepreneurs globally to give them capital, to help them access technology better talent, reduce regulations, that we're not going to get the job creation that we need, we're not going to get to the policies that we need. so i think we stood on common ground there pretty quickly. >> you talked a lot about global solutions. china creates these big fixes. that seems like a buzz word straight out of the enterprise world. but like what does that mean? what's an example of a global solution? >> if all of you look at your phone, we have more phones than people by the end of the year. the mobile phone in my mind has been a global solution that's changing everything. if you look at how we use it now for data collection to reduce the -- disease, for example. with ebola happening there's no way without the technology that we have to track and compartment lies that and try to stop it. so it could a

jeff -- >> look at michael dell. >> we have to go! we have do go! we have to go! thank you, jeff. economic message being drowned out by the acts of terror in france. we'll talk about that next. >>> it's been nearly two months and since the grand jury cleared ferguson police officer darren wilson in the shooting death of michael brown. small business owners are rebuilding and a special report is coming up. people? why are we so committed to keeping you connected? why combine performance with efficiency? why innovate for a future without accidents? why do any of it? why do all of it? because if it matters to you it's everything to us. the xc60 crossover. from volvo. lease the well-equipped volvo xc60 today. visit your local volvo showroom for details. >>> welcome back. a deadly end to a terror hunt in france. cnbc's hadley guam wbl the latest on them both. >> reporter: >> reporter: hi kelly. we know that the associated press is reported that al qaeda in the arabian peninsula based in yemen claiming they directed the attacks we saw against the magazine on wednesday. the connection he

jimenez, michael dell and susan desmond-hellmann, 6:00 a.m. eastern time. >> love that. we do russell -- randall and then we leave out the but. everybody's going to tell me but, he went on to a long explanation after the but. anyway make sure you join. >> be here at 6:00 a.m., hear the whole thing for yourself. >> join us tomorrow. we'll be here again. >> across the atlantic. ♪ ♪ >> good wednesday morning. welcome to quack"squawk on the street." carl quintanilla with jim cramer david faber. stock market juggling a lot from ibm, netflix to turmoil in yemen and ukraine. that looming ecb decision. premarket, implied down 50 points. oil in the green. gold above 1300 for the first time since the summer. ten year yields a shade below 1.8. housing starts not too bad. road map begins with netflix shares vaulting in premarket after the company trounced wall street's and its own expectations for the quarter. >> ibm moving in the other direction. after revenue and guidance came in below what analysts had been looking for. >> president obama outlining his plan to help the middle cla

we have michael dell talking to us. the demise of the pc was greatly exaggerated too. >> there's two components. one for microsoft on the enterprise side. it's probably the most rock solid area and then when you look at the consumer business which would be about 35% of the total revenue that's still going to undergo some transition but the pc market is definitely important but both of those are moving in tandem to the cloud. both for the consumer and the enterprise as office 365 was up over 114% this last quarter. so they're definitely getting significant momentum moving the applications. at the end of the day what microsoft wants you to do is use their applications whether that's microsoft office or excel or word they want you using it at work and at home in every format whether that's a pc tablet or phone. when you look at the new window's 10 they're trying to eun pie the whole experience for the developer where he or she can write an application on window's 10 and it can be deployed across all three devices simultane

when michael dell says we're the only ones out to provide the entire integrated line of i.t.ovide from the cloud to you know right down to your own devices, that's something where he has made a distinctive difference. howard shultz was talking about going back to the core of who they were. and even though some of it may be overstated as they had to move forward, howard still was able to change the reframing of how we thought about starbucks. is right now they've got this guy. he is a fantastic choice. probably better than the choices they had. he is somebody who successfully -- not only turned around europe. but when he was in the uk in 2006 they were underperforming there. he saw we -- >> frank blake. how about frank blake? >> frank blake is a fantastic example to. i think thinking easterbrook, he brought in -- frank blake was charismatic in ways. mcdonald's, we hear hour china has surpassed the u.s. to become the number one economy. every late night economy says thanks to mcdonald's, u.s. is still the largest people. we've got to get past that image. talk about who they can

great lineup including commerce secretary penny pritzker reid hoffman, james gorman joe jimenez, michael dellann, 6:00 a.m. eastern time. >> love that. we do russell -- randall and then we leave out the but. everybody's going to tell me but, he went on to a long explanation after the but. anyway make sure you join. >> be here at 6:00 a.m., hear the whole thing for yourself. >> join us tomorrow. we'll be here again. >> across the atlantic. ♪ ♪ >> good wednesday morning. welcome to quack"squawk on the street." carl quintanilla with jim cramer david faber. stock market juggling a lot from ibm, netflix to turmoil in yemen and ukraine. that looming ecb decision. premarket, implied down 50 points. oil in the green. gold above 1300 for the first time since the summer. ten year yields a

dell lanes street last night. investigators have identified him as michael rodriguez.20,000 reward is being offered in this case. >>> espn sportscaster stuart scott has died following a long battle with cancer. he was just 49 years old. the network said scott passed away today and had fought cancer since a diagnosis late in 2007. espn president called scott a true friend and inspirational figure. coming up in sports, lesley van arsdale has more on how stuart scott is being remembered. >>> a trip down the pennsylvania turnpike is going to cost you a little extra starting today. all tolls along the highway were raised by 5 percent. on the average it comes out to about five cents more for ez pass customers and 10 cents more if you're paying cash. where is this extra money going? a spokesman for the turnpike commission tells us they have certain financial obligations to meet. >> primarily those obligations are number one obviously to maintain and to improve our own 550-mile toll road system but also to provide some supplemental funding to the pennsylvania department of tra

michael thomas. makes an unreal catch. >> early in the third. all of a sudden buckeyes are rolling. core dell jones, devin smith. wide open. buckeyes on top. later, bamma's blake simms. wrong person. steve miller. pick 6. 28 unanswered points. nourth quarter. buckeyes lead 6. takes off. laying his vengeance on alabama. 85-yard touchdown run. osu, wins 42-35. urban mier and buckeyes. advance to take on the oregon ducks. don't forget. tomorrow two of best teams in the nba. raptors and warriors square off. we'll have coverage at 7:00. >> janell will be rig >>> well going to be freezing! again tonight. >> literally. not just an expression right. we have to say that a lot here. in the north bay. it is going down below the freezing mark. 29 degrees. south bay will likely have isolated 20s. and the east bay as well. so, as you have been mentioning. wear the layer. don't get up early. stay inside watch the cold. >> snuggle. fireplace. good night, folks. >> yes. >> steve: from studio 6b in rockefeller center in the heart of new york city, it's "the tonight show starring jimmy fallon." tonight, join jimmy and his guests -