>> microsoft. reason why is because intel's -- if you look at their guide for 2u7 on the revenue front, they came in flat eps flat. i don't know if they see something or they're being conservative but you got to take them for their word. tim's point about valuation. i think you can pull back to here where microsoft makes more sense. >> i'd say intel in the mid-30s. the guidance is probably a bit conservative. last year they bought altera. diversifying away from pcs. i think you're going to see them continue to make m&a in moves -- they bought this company nirvana last year and that's what they're going to come at in video with a.i. chips. this company intel trading about 12 times in the mid-30s is a good buy. >> coming up it's the one dow stock that could see big moves on earnings next week. plus starbucks shares sinking. we'll tale you why when "fast money" returns. a basketball co. 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

amidst all this exciting microsoft stuff. we dated on and off for about five years and then decided to get married. >> so you have decided your foundation would focus africaally on health in and k-12 education in the united states. so how did you come to those conclusions? as opposed to everything else? >> we talked about it a lot. that is the decision melinda and i made. we wanted to take the greatest injustice in the world, something we could make a huge difference in and that was health, and we broadened that if it by doing agriculture and sanitation and other things. then we wanted to take a cause that would help the u.s. be as strong as it could. in that case, trying to help improve educational opportunities. >> u.n. melinda go into the field. why do you feel you need to go into the field in africa or latin america or any part of the youd and meet people that are going to give my two and learn? i spend my time and melinda spends her time building the foundation that really has an impact. and i get a lot of enjoyment. i h

david: let's talk about microsoft.ed it in high school and you were driven to do that in computers. were you alone? bill: it was a fairly special time. computers, when i was young, they were super expensive. and my friend paul allen and i actually snuck into the university of washington when they had computers that weren't being used at night. and so we were fascinated by what the computer could do, but very few people were getting exposure. we had to go out of our way and we were lucky that we did it all. and so then when the idea of moving the computer onto a chip that intel would make, and it would make the computer literally millions of times cheaper than the ones we were using, so both more powerful and available to people on a personal level, then the idea of ok, it would be very different. the software you need and the way the industry would work. we were super lucky to be there when that was happening. david: so what did your family think? did they say there was something wrong with this young man. he just want

microsoft was the thing that really bound us.e started off as friends but kind of got messed around with microsoft. since i have gone, we have drifted a little bit. emily: when you left, he left suddenly. what really happened? steve: it was definitely not a simple thing for either one of us. i think at the end of the day, probably two things -- a little bit of difference in opinion on the strategic direction of the company which i think is a challenge. and number two, he and i always had what i would call a brotherly relationship in the good parts and bad parts. i think, toward the end, that was a bit more difficult than rticularly with a strategic direction change and stock prices not going anywhere, so the rest of the board felt pressure despite the fact that profits were going up. so i think you have kind of a combustible situation. emily: does it bother you that you don't get credit for that? steve: sure and no. at the end of the day, i have the great comfort of knowing what i did and feeling good about myself, and everything

david: let's talk about microsoft. you started that when you were in high school, and you were driven to be involved with computers. were you alone, did many people know about computers? mr. gates: it was a fairly special time because computers when i was young were super expensive. my friend paul allen and i actually snuck into places at the university of washington when they had computers that were not used at night. we were fascinated by what the computer could do. but very few people were getting exposure. we had to go out of our way and were lucky we did at all. when the idea of moving the computer onto a chip that intel would make and would make the computer literally millions of times cheaper than the ones with -- we were using. so both powerful and available for people on a personal level, then the idea would be very different. the software you would need, the way the industry would work. we were super lucky to be there when that was happening. david: what did your family think? did they say something like, the

microsoft?i go to >> at the end of the day, it is because of our scale, trust, and security we have built into the platform, and also our enterprise credibility and experience with working customers and the space. we know what it takes to partner with industries around the world. for example, the connected car space right now, we think there is a lot of opportunity and we are not taking the tact of building cars but we have major contracts with bmw, nissan, toyota, volvo, every auto manufacturer on the menu -- planet where we are powering their manufacturing. doma ofe facing the having open systems that will allow customers to move out the second day cheap -- second they find a cheaper price, or having closed systems that work better because they had databases that are wedded to microsoft databases. certainly going towards that specific api approach. what is your take on that? >> we think open is the right way to go. more than two thirds of the workloads we run our open so -- are open-source wor

from microsoft. you.hank >> coming up, discussing vm ware's latest earnings and behind their double digit growth. bloomberg technology now live twitter right now bloombergtechtv. this is bloomberg. >> vm wares shares up more than 3%. analysts wrong? with revenueo that from the virtual cloud fort company.ructure 8.8%. 2.03 billion from a year before. networking , software and demand for the core behind all wing but of this, the c.e.o., help us to break it down. always good to see you even virtually. when we look at this quarter of longer trend, if we look back over the last vm endar year and where is ware and where is it transitioning to do more? >> thank you. always great to be here with you and have a chance to chat. this was a great quarter. performance across ll of our gos, across the new product lines. exceeded our expectations. it was a perfect quarter in so dimensions. we've really been building the year hroughout with multiple quarters and we feel like our strategy has just esonated very well

microsoft was the thing that really bound us.e started off as friends but not quite be mashed around microsoft, and since i have gone, we have drifted a little bit. emily: when you left, he left suddenly. what really happened? steve: it was definitely not a simple thing for either one of us. i think at the end of the day, probably two things -- a little bit of difference in opinion on the strategic direction of the company, which i think is a challenge. and number two, he and i always had what i would call a brotherly relationship in the good parts and bad parts. i think toward the end, that was a bit more difficult than not, particularly with a strategic direction change and stock prices not going anywhere, so the rest of the board felt pressure despite the fact that profits were going up, so i think you have kind of a combustible situation. emily: does it bother you that you don't get credit for that? steve: sure and no. at the end of the day, i have the great comfort of knowing what i did and feeling good about myself, and eve

microsoft and intel is actually up 2%. michael yoshikami, this has a bearing on the whole market, seeing where it can take us from here. >> nasdaq has obviously been bumping up and the stock maybe not done as well, the high-tech stocks you named. yodsaenklai as well as a transition with. those with a written off technology, it may start getting longer in terms of innovation. i'm here in silicon valley, and i'm telling you there is. the hagt 1980s. david, we have to go. just give us your thoughts here, tech versus everybody else. >> i think tech would be fine this year, but we would be very diversified in certain areas. we bought health care, and we're shy of the utilities. all right, guys. thajs for joining us. a very busy earning session here. >>> coming up, we'll have much more reaction to all these big earnings, including whether you should be buying or selling shares of alphabet right now. >>> and coke shares have also gone flat over the past year. coming up, we'll debate whether the dow swup. this is nirs. many . >>>

that, microsoft, intel all reporting after the bell. we will fill you in on the rosy outlook and the big misses. plus, creating the biggest power couple. we will break down the secret meetings between the ceo's of verizon and liberty, and the consolidation race of the industry. private equity explosion in silicon valley, we will get the lay of the land for 2017. first, to our lead. ultimate reporting fourth-quarter profit the trailed estimates. if you look inside the bloomberg, shares dipping in extended trading go to gipa. share fell short of expectations, perhaps due to an increase in the tax rate after-tax rate growth during the quarter. that is up from 5% last year. the company continues its stronghold on advertising, beating analysts' expectations clips, and narrowing slightly at operating loss to the other bets. joining me to break down all the numbers is the president of tech analysis research. gentlemen, welcome to the show. can you give us a bit of an overview here? >> you have to take a step back. here's a company that makes m

you got tech giants to come in, microsoft joined you.working with other tech giants when you are growing such a business? and how is the market grown? >> i cannot speak for salesforce partners and microsoft. we think it is a great sign a private equity can coexist collaboratively with the tech titans. informatica is a great leader and has pioneered the space in the last 15 years. it is a growth investment. they are joining us in investment, a sign they believe that the company will be an exciting growth for some time to come. caroline: when you look at growth, by the levels you felt you would not get in unless you could drive it up by a certain percentage, doubling or tripling it? >> there is a good arranged for us, above market by a significant majority. but, below the range were the ipo market becomes exciting. that is in the 10% to 20% growth range. it is not exciting for a public market, it is way too expensive for the private equity players looking to pay single digit multiples for everything. 10% to 20% is good for us. caroline: wh

we're seeing it in microsoft, vmware.ll have the ceo of vmware on in just a few minutes talking about the same thing. how is that affecting the view on the ground in silicon valley and the business case that start-ups are making for investment? >> yeah, really good question. i mean, one of the things that's interesting is lots of things are talked about in silicon valley and become sort of mainstream, and then you know, then they stop talking about it and just do it. and then the rest of the world is sort of catching pup ining . the debate over cloud is something that happened maybe 10 years ago, maybe 15 in the valley. and then with sgoogle maps and so on, what they did in the early 2000s like gmail in 2004, gmaps in 2005, sales force's rise over the course of the 2000s, the technical debate over cloud versus on-prem, folks pretty much use cloud for everything. you'll build an api and that will have all your clients work with it. now what's interesting is kind of the reverse kind of trend is just starting where folks are

you know not to say microsoft over facebook or facebook over microsoft but facebook in your portfolio over the long term is a good play. it's a play on the millennials. it's a play on a new news service. tinge advertising dollars that they're going to get is real. our analysts at luke capital blake harper has price target of $165. i don't know if i would sell it there. at the end of the day facebook is an incredible company to buy, to 18. they have nowhere near moneti d monetized. facebook live, instagram live. i'm a fan with the company and what they're doing. >> so nothing that you said i don't think anybody would disagree with. >> really? i doubt that. >> no, i think a lot of people like facebook. my question to you is why did you wait so long? i would have heard the same kind of things you just said a year ago. >> before that and before that. i waited too late. i think the first time the stock was somewhere around 28. i'm kicking myself every day. but when you talk to a trader -- >> everybody wanted to get in on 28. >> global desk of 15 traders that my head trader said to me, no,

i suppose it is the only route the likes of microsoft and others can ta ke likes of microsoft and others this situation. they can ta ke take in this situation. they can take that route, but overall it is a very fine line to walk. by stepping out like that they draw fire from a president who is known to draw fire on twitter from —— towards various different companies. so again, it is a very fine line to walk. and for the technology companies like amazon, google or microsoft, key members of staff are really critical to them, aren't they? it is about the innovators, who may not necessarily be home—grown. the innovators, who may not necessarily be home-grown. yes, for the tech industry in particular, the kind of people with it degrees or engineering degrees are vital to them. they rely on those skills from abroad. it is also a personal story for any of them. the late founder of apple, he is the son of assyrian migrant many of the microsoft and google ceo is have indian roots so it isa google ceo is have indian roots so it is a very personal story to them as well. and how damaging is all of t

would you rather microsoft -- >> stop there. microsoft.se of the fact that they're dos that transition, that shift toward the cloud. more and more. i think google is just fine. alphabet is just fine. but i think microsoft has more run. >> we'll be here at this desk tomorrow talking about these earnings reports. which will be the big headline? >> i think it will be microsoft. we blew through, i think we made an all time high today. i think we blew through the 1999 highs. he's been talking about the transition they've been making, doing it better than everyone else. >> all right. cnbc's special coverage of dow 20,000 continues tonight at 7:00 p.m. we'll have an all-star lineup. meantime, much more "fast money" after this. >>> on this day in which dow hit 20,000, nasdaq and s&p 500 hitting record highs. >> i think it will be even higher. marvell, i'm in it. >> qualcomm. let me reiterate. you have to look at that 53.77 level and reassess your risk while you're lookinging at it tomorrow. if it hold that's level, you can buy more. if it breaks t

the demise of microsoft is greatly exaggerated. we knew that as it was stuck for years and years at that level between 25 and 40, but churning out revenues. people -- things still run on windows somewhere. >> right here. >> now they run on the cloud. >> but microsoft is in there. with the cloud. >> most companies can't change what they do. this is what is interesting about -- i think ibm has done it an microsoft has done it. you start off selling hamburgers, it's hard to change to sell health food. >> so you wait for the trends to come back to you? >> or go out of business. it looks like microsoft is able to change what it does in its character and culture and is making this migration to the cloud. >> microsoft still almost 100 billion a year in revenues. somehow -- 94 billion. >> yeah. >> somebody is buying something that says microsoft on it or windows. >> let's get a check on the global markets. we showed you the futures here are mixed. if you look at the early trading in europe, you will see a similar story. dax is down by a qu

alphabet, microsoft, intel, qualcomm all reporting.his at a time when the dow jones was beyond the 20,000 level for the first time. let's kick things off with alphabet reporting on thursday. our conversation with adam burke . take a listen. >> you have to take a step back. here is a company that makes massive amounts of money, has massive levels of growth and yet people are finding those little areas. the problem is always expectations. obviously we will talk more about this, but the ad click numbers is clearly a challenge for them. what's good is we are seeing them spend money on some other of these other bets that i think will pay off. in the short term, there is extra money being spent, but i think they have a number of very interesting opportunities. google recognizes that they have to extend -- pardon me, they have to extend the on to the -- beyond the advertising business model. these bets are surely going to start to pay off. we are starting to see spending in those areas where we will see growth later. caroline: let's take a lo

microsoft is pushing to be a leader and just recently signed a deal.ke about the company's plan to get behind the wheel. >> today we are announcing microsoft connected the vehicle platform. it is a set of cloud-based tools that are going to empower the own aker to develop their car connected experiences. and by 2020, something like 90% of all the eagles on the road will be connected. it is a great opportunity to work with them. >> deepening by 2020 there will be automated driving on the road? 2020, 90% of the eagles on the road will be connected. this presents a great opportunity for us to work with they develops as their own in car experiences. division of the data occurring between microsoft and the auto companies? some of these companies have been wary about the ownership of the data in the car. what agreements do you have in place? >> we are not going to be building our own autonomous self driving car, but we are in the business of producing software that we believe will enable car companies to reach their goals and ambitions in this space. many of

at-bat, microsoft, intel, qualcomm all reporting.his at a time when the dow jones was beyond the 20,000 level for the first time. let's kick things off with alphabet reporting on thursday. take a listen. >> you have to take a step back. here is a company that makes massive amounts of money, has massive levels of growth and yet people are finding those little areas. the problem is always expectations. obviously we will talk more about this, but the ad click numbers is clearly a challenge for them. what's good is we are seeing them spend money on some other of these other bets that i think will pay off. in the short term, there is extra money being spent, but i think they have a number of very interesting opportunities. google have to extend alphabet -- alphabet knows they have to extend beyond the advertising business model. these bets are surely going to start to pay off. we are starting to see spending in those areas where we will see growth later. caroline: let's take a look at the advertising element when you add them. i'm seeing

we speak with an executive to make the case for microsoft.his is bloomberg. ♪ >> now to a story we are watching. the company says it is paring down to focus on a new product. theranos announces this after a earlier round of layoffs in october. over the past year, they have been plagued with losses and public scrutiny. now back to the biggest you check -- the biggest tech trade show of the year, ces. microsoft is pushing to be a leader and just recently signed a deal. peggy johnson spoke about the company's plan to get behind the wheel. >> today we are announcing microsoft connected the vehicle platform. it is a set of cloud-based tools that are going to empower the automaker to develop their own a car connected experiences. and by 2020, something like 90% of all the vehicles on the road will be connected. it is a great opportunity to work with them. by 2020, will it all be driverless cars by then? >> by 2020, 90% of the eagles on 90% of the vehicles on the road will be connected. this presents a great opportunity for us to work with the autom

drags outt point about microsoft, netflix.hat they have in common is what you have been talking about. the heads of these companies came out against the trunk trouble dan creating the concern that perhaps this could work against these companies. some are saying the criticism against the travel ban was the strongest. mean, i didit could speak to paul sweeney moments ago. an issue ofinst headcount, the ability to attract new talents, and it could truly be a negative. restraint could be against immigration, could be a negative for the sector. terminal, this chart suggests that tech is overextended the on d the 200 day average while the relative strength index is an overbought territory coming down. today's declines could be beginning of of a pullback for the tech sector in the week ahead. caroline: thanks so much. great to have you. the long-awaited ipo. why it decided to lift on the new york stock exchange. nasdaq, popularity on tech debuts or lack thereof. this is bloombeg. caroline: after a long purchase, hip, lifting shares o

rather it was directed at microsoft requiring that microsoft disclose a sought after communications. yes, the data was in ireland, but microsoft employees sitting in redmond, washington, could access the data without ever leaving the territory of the united states. so it was a territorial, not an extraterritorial search akin to a compelled disclosure order pursuant to a subpoena. they ultimately sided with microsoft and concluding the relevant statute is about privacy, not disclosure, that it was an extraterritorial search and the united states warranted authority pursuant extends only to data that's physically located within the united states' territory. this case has since and during litigation been -- the ruling has been described as a privacy wing by many. i'm not so sure that this is true. first, remember that here the government got a warrant based on probable cause. there is no question that it would have been able to access that data had the data been located within the united states, and there would be no privacy violation assuming that everything was fine with the warrant.

scarlet: let's move on to microsoft.e quarter ended, profit and sales better than anticipated. ,his did not include linkedin which microsoft acquired because you don't really have comparisons that way. aboutou are talking revenue and profit for the fiscal second quarter is ex-linkedin. joe: about revenue and finally, starbucks s after the bell. those are also pretty mediocre, sales missing estimates. slight miss on same-store sales. ing mediocre demand in europe, which is interesting. about european consumers coming back. not across the board with everything. you see the stock down there, over 3%. alphabets profit missed analysts estimate after the company spent heavily to market new consumer hardware. caroline hyde has more insight on the numbers. you just got off the phone with an alphabet representative. tell us what you have learned. what was the message they wanted to send? >> they might be rather distracted by the fact that share prices currently down more than 2% and all throughout trades, this is rare. usually th

we have microsoft earnings coming out any moment. microsoft has 64,000 employees right here in the united states. that is by far the most they have anywhere in the world. so it is a business growing in the united states. that's what donald trump likes to hear, right? >> getting back to your last question, we got a little bit cut off, when you talk about the trade between mexico and the united states a lot of stuff we're importing from mexico are inputs to the things that we produce and sell abroad. that makes american products cheaper. the integration of mexico-american economy on balance has been really good for mexico and positive for the u.s. as well. david: i just mentioned microsoft. they just came out with their second quarter results. adam shapiro standing by in the newsroom. what is the latest? >> it's a miss. i go with the revenue number first. came in at 24.1 billion in the second quarter. the street was expecting 25.3 billion. earnings per share adjusted 78 cents. street was expecting 79 cents, david. david: down after hou

the tech earnings season heats intelphabet, microsoft, reporting.argets anon acquisition, but will it help verizon keep pace with at&t? in, how a $3.7 terminatesuisition the first major tech ipo of 2017. first, a huge week for tech earnings. this of course and a week where the dow average marched beyond 20,000 for the first time. let's kick things off with alphabet. take a listen. >> you have to take a step back. has is a company that massive levels of growth and yet people are finding those little areas. the problem is always expectations. numbers is clearly a challenge for them. we are seeing them spend money on some other pests that i think will pay off. in the short term, there is extra money being spent, but they have very interesting opportunities. beyondt has to extend the advertising business model. these bets will start to pay off. we are starting to see spending in those areas where we will see growth. caroline: i'm seeing cost per click falling 15%? to loue still managing or in more people to buy those lure in more people to buy those adv

caroline: is microsoft suppressing yammer purposely?on: the number one app is office 365. microsoft is going to the world and basically saying move your email to the cloud. that is having very interesting thects, not only leading to success of office 365, but the data shows the companies that use office 365 use a constellation of cloud apps around that. using that best-of-breed is very prevalent. as much as ifnot you had google suite in set of microsoft cloud. shows ifnnon: the data you use google as your email core, you're more likely to use a broader array of cloud applications. there are some things included with office 365 that some companies use as a default. googlepanies that use are more best-of-breed. they are used to the innovation google delivers and they want to have the best tools around that, -- to complement that and make it more innovative and productive for their users. caroline: it seems to be a burgeoning area, the enterprise area of technology. are you seeing with the likes of cisco, perhaps the older players are play

the microsoft cloud offers infinite scalability. the microsoft cloud helps our customers get up and running, anywhere in the planet. wherever there's a phone, you've got a bank, and we could never do that before. the cloud gave us a single platform to reach across our entire organization. it helps us communicate better. we use the microsoft cloud's advanced analytics tools to track down cybercriminals. this cloud helps transform business. this is the microsoft cloud. hi hey you look good. thank you, i feel good. it all starts with eating right. that's why i eat amaz!n prunes now. they're delicious and help keep my body in balance. i love these. sunsweet amaz!n prunes, the feel good fruit. so we know how to cover almost alanything.ything, even mer-mutts. (1940s aqua music) (burke) and we covered it, february third, twenty-sixteen. talk to farmers. we know a thing or two because we've seen a thing or two. ♪ we are farmers. bum-pa-dum, bum-bum-bum-bum ♪ whfight back fastts, with tums smoothies. it starts dissolving the instant it touch

i had that with steve ballmer as microsoft got going. now, both in my family life and the foundation, it's melinda. charlie: how much time do you spend at microsoft? bill: i'm there about 15% of the time. i get to work just on the r&d part, brainstorming with people, thinking, ok, how are we going to take this artificial intelligence and make it understand, help you use your time better. it's a very exciting time in software. there are five companies that are in really strong position. microsoft is leading in some really cool stuff. charlie: like what? [laughter] bill: the way that a business takes information about customers, about communication with customers, looking at data -- that mission of really using data and ai and getting the productivity of all those workers up because they see more information -- microsoft is the leader in that. it's a wonderful niche. it's a multi-hundred billion dollar niche that they are strong in. and that they will be innovating along that line more in the next few years than ever in our history. charli

amazon, google, and microsoft. all driving this business.ot of interest there, and we are seeing each of these vendors trying to focus on adding interesting artificial intelligence, speech recognition capabilities, so that other developers can take advantage of this if they're going to use microsoft's cloud services, so we will see more exciting developments in that area. the office 365 business is interesting because they successfully moved from this model where we used to pay for a copy of office to now paying for a subscription. in the long run that has nice , financial benefits. we are starting to see some opportunities from that as well. interestingly enough, even the windows business did ok. of course they are heavily involved with gaming, so they are nicely positioned as we move forward. caroline: what about the acquisition, linkedin, did we get any hints about how that's adding? >> they are very much separate businesses. the question is how long that will be the case. microsoft more than any company that has survived has screwed up m

microsoft does that. good for them.ood for google. >> yeah. >> that's going to be a little dislocation there non-gap suddenly going to include and then this interesting thing they didn't buy back any stock in the quarter. they said, quote, we were unable to do a buyback in the fourth quarter due to trading restrictions, but we do hope to get back into that. >> well, but they're spending a lot. now, some people don't like spending -- >> why would you not buy back stock? >> maybe because -- >> you were talking to somebody about buying them. >> i don't know the answer to that question. >> i'm telling you. >> i know 22% growth is good. i know hardware is good. i thought the actual revenue what i care about, revenue growing three times profit, youtube content is going to be monetized, hardware, search, video, you have 19 p/e, $52 billion overseas, 61% of their cash. >> $l e86 billion overall in cash. i can see your notes over the shoulder. >> you said take notes, that's one thing i do. >> one writes in says you invented a ne

the mistay connected.elps us the microsoft cloud offers infinite scalability.he microsoft cloud helps our customers get up and running, anywhere in the planet. wherever there's a phone, you've got a bank, and we could never do that before. the cloud gave us a single platform to reach across our entire organization. it helps us communicate better. we use the microsoft cloud's advanced analytics tools to track down cybercriminals. this cloud helps transform business. this is the microsoft cloud. >> adam: hello i'm adam zucker welcome to inside college basketball presented by progressive insurance. seth davis here alongside the game we just watched with you purdue over wisconsin 66-55. boilermakers doing it at home. let's hit the scoreboards, shall we. >> seth: i'm up for it. >> adam: nebraska 3-0 way to start season in 41 years. northwestern paying a visit seemed like it was all going nebraska's way. >> seth: they just won not easy to do they won at maryland that is why this is such a huge win for northwest open earn that guy right there, has been missing with an

the microsoft cloud offers infinite scalability. customers get up and running, anywhere in the planet. wherever there's a phone, you've got a bank, and we could never do that before. the cloud gave us a single platform to reach across our entire organization. it helps us communicate better. we use the microsoft cloud's advanced analytics tools to track down cybercriminals. this cloud helps transform business. this is the microsoft cloud. is it keeps the food out. for me before those little pieces would get in between my dentures and my gum and it was uncomfortable. just a few dabs is clinically proven to seal out more food particles. super poligrip is part of my life now. i've spent my life planting a size-six, non-slip shoe into that door. on this side, i want my customers to relax and enjoy themselves. but these days it's phones before forks. they want wifi out here. but behind that door, i need a private connection for my business. wifi pro from comcast business. public wifi for your customers. private wifi for your business. str

what you might not realize is that microsoft didn't do this unknowingly. they had a slr type of chatbot that was being used for two years previously. it was interacting with as many as 40 million people. what was really the difference between when they rolled it out in china and when they rolled it out on the general -- for the general public on twitter. that's what i'll talk about. the important thing here i want to contrast is that algorism you might think it would be very different than a robot or chatbot that will interact with people. many of the methods are really the same. so why was one system a major success and the other a major catastrophe? to understand this let's go back to the beginning of ai to learn a little bit about the history. so ai has been around for about 60 years now. so it was started as a field in 1956 when john macarthy to really explore and define what this field should be under the conjecture that all aspects could be enkoud cocoded in a co system including many aspects of learning. when they jump started the field with this co

former ceo of microsoft, ballmer group cofounder, and owner of

this is the microsoft cloud.kennedy: should education focus object children and families or bureaucrats in school districts. betsy devos caught flack for endorsing vouchers and charter schools. now that battle is playing out in texas. last month texas governor greg abbott said he want to sign the most pro-choice law. john, this is an issue you are passionate about and you spent years dissecting the issue. ways going on in texas and what does it mean for parent across the country. john: the choice issue is here. republicans get. governor abbott gets it. why do they need a big demonstration in texas. you would think it republican legislature would say this is an idea that is long overdue. a lot of suburban republicans say don't monkey with my kid's school district. kennedy: the teachers unions know no party bound and they are willing to mess with the opposition and do whatever they can to keep their power. john: yes, and they are vicious and horrible and i want to kill them because they have done horrible thing to

whether it's from amazon or apple or even potentially microsoft. so i think, you know, whenever you have a core engine, that could potential lie be disrupted by new ways of monetizing the consumer to get to the end of the purchase path, i think you've got a risk there that you have to acknowledge. >> hey, jim, it's josh brown. i'm long google. i understand some of your points. i still thit it's headed to 1,000. you work with the bear on netflix. it seems like you guys are kind of like a tech analyst alamo over there. i mean, how hard is it to be contrarian on this name? what would make you say, all right, you know what, i've been wrong. there there is more opportunity than i thought? what is one thing that worries you on this stock? >> i guess if you continue to see no signs that there's going to be a problem with, you know, any potential competition to search marketing. i mean, that's really still going to be the driver of the profit growth over the next few years. so if you get a sense that, oh, the transition to voice search or potential competi

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microsoft getting a boost for the latest profit report. credit stores are turning enough consumers and hurting their sales. >> will he faces arrival. the doll and the semi final match in tiger would stumbles. not playing the way he used to. welcome. the first look at what's moving in today's market. he's holding his first meeting. he will meet with british prime minister. we are also learning that they will speak with russian president tomorrow the cult marks the first conversation between the two leaders since president trump took office. thersea may is invited caution. to the example of president reagan. during his negotiation with his he used to abide by the adage trust but verify. also heading he's heading to that pentagon for the commander-in-chief today. he is expected to call for an aggressive plan to fight basis. presidential is expected to expect executive orders. this is what fox news have learned. they will issue an order from seven countries. they will also create a 120 day moratorium on admitting all refugees as well as an ind

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