the indications about what's going to happen with azure looking forward, and cnbc correspondent steve kolvach joins me to talk about that azure is going to slow more than the street expected and there are read throughs to amazon and others i think there's a big question about what happens to demand in the second half of the calendar year a lot less certainty from amy hood about what's going to happen with spending. >> and kind of what stuck out to me, john, was something amy hood did not say that she has been saying more full throatedly on previous earnings calls, our big clients are spending like crazy on i.t. and cloud and these services that was less apparent on the previous call. the idea here is before we saw the small and medium businesses taking a hit, cutting back on spend, and now we don't know where the big companies are. they are not bragging about it anymore, that's for sure, and n again, three to four more points off the azure growth is scaring people they did beat estimates by a tiny little hair that was enough to send the stock up after hours until we got to the guidance on the