satya nadella is leaving his mark on in fact.t the detiles of the pact mean for both companies coming un will that be all, sir? thank you. ordering chinese food is a very predictable experience. i order b14. i get b14. no surprises. buying business internet, on the other hand, can be a roller coaster white knuckle thrill ride. you're promised one speed. but do you consistently get it? you do with comcast business. and often even more. it's reliable. just like kung pao fish. thank you, ping. reliably fast internet starts at $89.95 a month. comcast business. built for business. . >>> another sign of a new more open microsoft. drop box and microsoft announcing integration of their products. microsoft office will be integrate good into the drop box office. and access to your files on drop box will be built into the app. it is a latest in a string of moves from nadella that opened up the microsoft eco system on mobile. including offers on the ipad and microsoft's wearable which works with google and apple's operating systems. talk abo

and nadella making nice. >> this is big.ust downloaded word on my iphone, the full version before it was office. it took a long time because i'm on a mifi here. but it got to get it. it's potentially a game changer. and the key is you have to sign in to use it. so finally microsoft expanding its cloud influences from the enterprise off of joust the x box and xbox live. into mobile device s people are signing in sksm microsoft has the potential to up sel them and collect data and get smarter about what to do next. >> it's kind of late though. people have liked this internet thing for a while. i think microsoft has been very trying to hold on to this post pc era. and obviously people have moved to these mobile devices. so they are a little late to the story. but nadella has been doing that. >> in the mobile first, cloud first, are you impressed with the strides they have made. >> yeah. 's trying. he's doing a lot of things like. this he's not mocking tablets or phones. he's not going against these things. he's been a big propo

ballmer didn't make any acquisitions and nadella has had to fix them all. >> sentiment has definitely changed. >> sentiments at yahoo because of the marissa meyer. and people are asking what else is there? >> i wouldn't put a sell on yahoo and i wouldn't on microsoft. there are a lot more companies i'd be telling you to sell before i told you to sell microsoft. >> it takes a long time to turn the ship. and this is not going to be a company that trades purely based on the cloud or data for a lock time. they have time to turn the ship because they have a cash machine in the basement that continues to spit out money. so they can get it right. and the street is willing to give them the benefit of the doubt that they will. i don't know if it's a great call. >> close it. 57% full of bull. coming up pot may be legal but they still want you to pay your taxes. and big box solar. walmart helping two popular solar names and how to trade that big news after the break. opinions. there's no shortage in this world. who do you trust? whose analysis is accurate? how do you make sense of it all? a simp

is it the real deal with satya nadella now?think he will make change happen. >> i think he is one of the most humble, fascinating brilliant and just giving human beings i've ever met. he's definitely up for the challenge. >> so why did you leave? dealing with entrepreneurs you couldn't stand it so much you had to get out? >> i have this fire in me. i gave up a really great job. basically a dream job kind of created to get back into an entrepreneur. it is just one of those things you can't explain, you know. this week has been such an amazing week. company is starting to accelerate really quickly. and i didn't get paid a time. so it's just one of those things that we do. >> so tell me about unicorn. are you still in stealth? or can you give a hint about what this is? how much does this have do with gaming which is your original passion. >> everything has do with gaming and. what i can tell you is we're going to bring gaming to the masses and elements in a way that actually doesn't involve them playing games necessarily. that is

i think satya nadella was wise to realize people spending money on devices are spending it on ios sot that piece of it, yes. they strengthen the case for apple. microsoft by having office there. only when we see an ipad up stick in sales can we see say -- >> we talk about hedge funds underperforming the market. we got a glimpse of a lot of hedge funds selling apple in the third quarter. george soros nearly liquidating his position, david tepper trimming as well. a look at their shares in alibaba in the next segment as well, but when you think about some of this smart money getting out of the stock right before such a huge rally, that's got to hurt. that's got to hurt. >> stocks climb a wall of worry. >> they're also looking for such giant moves. the competition in the hedge fund space it's not enough to have 10 or 20% moves in stocks. they're looking for multiples at this point why so many of them are going private. for a lot of these people apple probably didn't seem aggressive enough for them to stay in. >> unbelievable. talk about being underestimated. good to see you, jon. congra

investors says shareholders should just say no to marcus lco socgen and ella -- to microsoft's ceo satya nadellanbinding vote will take place next month. and the late reggae star bob marley is ready to again take the stage, so to speak, this time as the face of a global marijuana brand. agreed toeirs licensing to offer various strains of pot. touts marleedings natural.- marley inof course died of cancer 1991. rolling in his grave? i mean -- >> my jaw actually dropped when i heard that. i was not aware of that headline before you read it. >> i believe he has endorsed after death a number of products -- >> i think "frozen 2" is going to have "jam and go, jam and go." no? wi-fi do not think the rights of your heirs can pass that image. we all know he is associated with marijuana. i think it is wrong to sell it. i am not sure that his hard work should be supporting ziggy 's new purchase in malibu. >> ziggy has its own music, thank you very much. >> malware, after years of financial oppression, central banks clearly do not care about those in search of a measured appropriate yield, so with a vengeanc