i think some critics of mr. bezos and the company would say he spends too much time investing the shareholder's money in personal projects and maybe not enough in operating the company for the ultimate goal which is a profit for the shareholders. >> right. we asked him specifically about the volatility in the stock. you don't expect to see a best performing ceo in the world and a stock down 27% this year. he is very -- he really does shrug off the stock volatility even though he has lost $2 billion personally because of the stock. he says we are focused on growth and focused on reinvestment even if it sacrifices quarterly profits and our stocks will be volatile like a startup. >> the stock volatility is one thing. profitability is quite another. >> right. and i would argue i don't think the market is as freaked out today because of the profit miss as they are because of the revenue miss. that is what we are not used to seeing. >> very quickly, role models, heroes among ceos are? >> he talked about warren buffett, jami

with them and mr. bezos. stock is getting crushed.re was a silver lining. >> this is all about web services. this is about cloud computing. they made a phenomenal part of their business producing, allowing companies to start -- from stoutest of the company to run their websites, their storage of their dated via amazon. they pay per hour. youron't have to host website or store that data that you and i need. this is the way company is moving. there was a real up tick. they were getting crushed last quarter by competition -- google, microsoft providing cloud efficiently, but their unit that is doing -- the cloud year on year growth. not as good as the good days of 2013, but it was getting there. >> microsoft and 10 seconds -- the polar opposite. >> all about cloud, all about calmingduceing and investors. investors have braced themselves for not such good numbers from microsoft. sales are up 25%. even though they're laying off 18,000 people. having to pay out for redundancies. i will leave you with a quote from bernstein, "how many vendor

. >> there is mr. bezos who famously would not agree to sit down and talk to us, unfortunately, when we did take a look at this company. >> too busy spending $100 million on movies. >> and blaming, i thought interestingly, a move from purchasing text books to renting text books. >> that threw me for a loop. >> it's not clear how much it really would have mattered. >> massive full page out in "the washington post" for "alpha house" season two with mark goodman. >> i remember "delta house" failed. i don't know. this conference call reads to me like, you know what -- >> are they just setting us up to outperform for the fourth quarter? last year they earned $500 million and overdeliver. then everybody will go, you see? they turned the old switch. they were able to generate it. make sure those metrics that do matter for investors. >> he follows up with a great note saying they could make money. they could make money. and the sparts aparts are worth than the whole. they don't think this is a bad company. they want