we have nicholas carlson with us. and sarah eisen. >> wow. >> joe taranova, give me your thoughts on netflix. >> my thoughts on next flichl, a classic example of -- >> he is joined by art cashan. i love. that dr. j, let's talk about the way this is trading after hours. >> sure. blew threw the 200 day to the down side. down 86 dlor about $363. so that is a -- that's an eyeopener. now a lot of people are higt the exits in a very i will liquid time, after hours. normally you don't see near lit volumes of buyers. so i bet it gets a little overstretched in the after hours tonight. >> i wonder if there is any sort of rollover he vekt into any of the other names that you put into that category, whether a tesla should be discussed. i have no idea what the stock is doing in the after hours trade. >> if you were saying there is tapped as a piggy bank, i don't think that's what they're doing here. i think this is pan nick the after hours, like i say. but if you were going to tap a piggy bank, i would say apple, tesl afl, those a

and nicholas carlson. author of a book about marissa mayer. good to see you guys. allen how would you characterize messier marissa mayer's performance thus far. >> obviously there's a lot of opinions. there are always critics and there are always supporters. if you look at what messier has done what ceos have to do she did check the boxes. she established a vision. she talked about becoming basically a part of everyone's daily habit. she then executed on that with a series of large acquisitions and also acquiring great talent through other means. set a plan to go mobile fast. went after the young demographic was big to her. the quick check the boxes of what a transformational ceo needs to do, she executed well. maria: is that enough. >> enough is a matter of time. how long does it take to win a war, some take a long time, some short. maria: the market has given meg so much time. here's my five-year plan and yet messier two years into it was criticizing and criteria techniquing maybe it's what we said in our earlier segment, maybe it's because she hasn't put togethe

let's go back to nicholas carlson whose mic is fixed here and talking tech.oint you were making was an important one. >> smart of microsoft to shift towards being everywhere you want to be, no matter what platform you're on. people are stuck in these applications but these applications used to be stuck on devices people don't want to buy anymore and smart to get on the ipads and focus on that. >> last hour our guests were debating, they were saying part of being on the cloud is being go-to guy to be on the cloud, sales force or microsoft. what can an ibm do then to become the -- what argument are they making when the offerings are already on the market? >> well, i think you've got to look at what asset company vs to compete with because the cloud, it's a big businezz word and multiple come peetding forces. amazon is taking down the margins in a hardware through their push on the cloud. google is taking down or trying to take down the margins in software through offering google docks in the cloud. that competing with office. now oracle is moving into platform