i said a dollar invested in vmware has returned a dollar of economic value i said what's good for vmwareod for dell. if you think of the migration to the cloud, and modernization, we're excited about the partnership and some of the areas like hyper convergence and it's thanks to the partnership with dell. we'll do more of that in terms of the digital workspace and now in security. dell has announced the preferred end point security solution is common play. it couldn't be ever better. >> i do find -- we had nutanix on earlier this week and i know you watch the show you never said a word negative you don't do that. i think you have kind of -- you kind of view everybody as potential partners, always been the way. but how about something that's significant that could be impacting your business to where you can't make partners in the trade war. where are we >> listen, i think long term we expect and hope that peaceful things will -- but we have to do things that first make sure that we're abiding by the laws of the land if we're asked to not do business, we'll abide by the laws of the land an

even watching this company closely in fact the traffic stop vmware you had an interesting exchange. >is is a convoluted means a year ago when they basically bought out the tracking stock for vmware which is a software company that they controlled. but dell is also a technology conglomerate hardware as well as a stake in theater which is actually worth more than dell's entire market value. so it's an intriguing situation that could have some catalyst in the coming year. jack: view pointed out that anomaly and a while ago tell us about your call from carl icahn after you wrote that. >> will qualify as a good idea, and he ended up buying the tracking stuff and also vmware. he actually reads barron's. jack: you're being very careful here but he made off a lot of money on that so thank you for pointing that out. thank you so much andrew to see the rest of your pics you can pick up a copy of barron's or go to barron's.com. coming out of ideas on what you can do right now to improve your portfolio. but first, j.p. morgan's fund she for global strategist gets a seat at the table. you are the

even watching this company closely in fact the traffic stop vmware you had an interesting exchange. >nvoluted means a year ago when they basically bought out the tracking stock for vmware which is a software company that they controlled. but dell is also a technology conglomerate hardware as well as a stake in theater which is actually worth more than dell's entire market value. so it's an intriguing situation that could have some catalyst in the coming year. jack: view pointed out that anomaly and a while ago tell us about your call from carl icahn after you wrote that. >> will qualify as a good idea, and he ended up buying the tracking stuff and also vmware. he actually reads barron's. jack: you're being very careful here but he made off a lot of money on that so thank you for pointing that out. thank you so much andrew to see the rest of your pics you can pick up a copy of barron's or go to barron's.com. coming out of ideas on what you can do right now to improve your portfolio. but first, j.p. morgan's fund she for global strategist gets a seat at the table. most people think of v

bigger cap names look attractive microsoft service now, sales force, maybe vmware, we're looking fortware to come back after underperforming much of the year. >> with regard to internet, we spoke about faang names getting upgrades is faang attractive to you largely or no? >> i think faang is. internet in general had a horrible earnings period a lot of midcap e-commerce platform names, pinterest, etsy, twitter had a tough time, but part of the problem was losing share to facebook andgoogles o the world. we maintained that the thing that really concerns me about the stocks longer term is technology disruption and i don't see that some new trends like ai are leaders. meantime, regulation will probably continue, probably limit up side in terms of ability to do m and a, but stocks are relatively inexpensive. the government seems to be coming to their aid, fighting france on digital taxes, concern about competing longer term with the chinese, so we think those are appropriate names. >> some of the software names you like, you named a few, microsoft, sales force, service now, palo alto, vmw

that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionloy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. most people think as a reliable phone company. but to businesses, we're a reliable partner. we keep companies ready for what's next. (man) we weave security into their business. (second man) virtualize their operations. (woman) and build ai customer experiences. (second woman) we also keep them ready for the next big opportunity. like 5g. almost all of the fortune 500 partner with us. (woman) when it comes to digital transformation... verizon keeps business ready. enjoy your prime rib! anyone ever call you, "meat santa"? no, that's... weird. happy holidays. enjoy. next customer? (children laugh and scream) enjoy. (dog barking) ♪music it's the final days of the wish list sales event. hurry in to your lincoln dealer today to get this exceptional offer. ♪ ♪ ♪ everything your trip needs for everyone you love. expedia. >>> bethany, the week before passover, at the hou

vmware was initiated with an overweight reading. a $170 price target.st said it is one of the few companies that has a true hybrid cloud strategy. the company is very dependent on workload growth and workloads are expected to grow 14% annually to 2021. stitch fix's target forecast beat estimates. $33, setting the earnings report showing customer growth and continued acceleration. suntrust shows the slowing target, showing the direct buying model is showing incremental demand. that is a look at the top tech calls. wikipedia has a new social network called wt social. jimmy wales is confident his platform will be different for rivals like facebook and twitter. he spoke to me about his plan to combat fake news with this initiative. take a listen. jimmy: two fundamental differences. just about everything in the platform is elaborately edible. people can work together, cooperate and try to improve the things they are posting. the other thing is our business model. no advertising. it is a pay if you want to. taylor: talk to me about the business model. new can

that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionhat lets you deploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. (employee) half a millionar sales preowned vehicles,er most with tech features like blind spot detection, back up camera... [kristen gasps] (employee) because you never know what might be behind you. (kristen bell) does the sloth come standard? (kristen bell vo) looking to buy? enterprise makes it easy. >>> so president trump is congratulating the man, calling him his british twin boris johnson. trump promising britain and the u.s. will be free to strike a massive new trade deal once britd e britain leaves the eu. loves brexit. and holes against the labor parties jeremy corbyn. why? saying he went far left resulting in a massive crash. a lot fears this could happen in the 2020 election. first thing i thought, other than the fact i have an english husband who constantly reminds meep what's happening in england pt think back to the 2016 brexit vote

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that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionou deploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. the holidays are here and we want to keep you connected to those you love, with the new iphone 11. hurry into t-mobile today, to get up to four iphone 11's on us. only at t-mobile. . >>> let's check in with chris to see what he's working on for "prime time." what do you got? >> we got some exclusive reporting about the money trail leading from one at least of rudy giuliani's associates through the ukraine gambit. we have a piece tonight from drew griffin. we have vicky ward with pick-up reporting on where parnas got his money, what kind of oligarch, where did he get it. my case on this show is giuliani may not have been a subject of having done something wrong but used by people, which could be just as dangerous. i would be remiss if i did not say i love you and i wish you and your family the best for the holy days. you are a model journalist and a model ma

and so i look at names like sal salesforce, adobe, sap, vmware are those less significant than the 5glays some say 5g will start to have an impact in 2021, not 2020. >> yeah, we actually do like the cloud but we're looking at it more from the hardware side. so, you know, if you look at the cloud, probably about six to nine months of digestion going on there what you've seen is you've started to see the demand on the hardware side start to pick up again. public cloud is only 15% of the workload today but that's growing at about 30% per year so that's obviously going up quite a bit. people get amd, for example, we own that one their data processor sales were 50%. we like nvidia as well where the numbers have been coming down for about a year those started to go up again their data center revenues were up 11% in their most recent quarter. so we actually do like the cloud. we've gone through the six to nine-month digestion phase and now that should start to turn back on as you look into next year. >> dan, u.s./china trade deal or not, there has been arguably this shift happening, this dec

that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionts you deploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. laso you can enjoy it even ifst you're sensitive. se. yet some say it isn't real milk. i guess those cows must actually be big dogs. sit! i said sit! i got this mountain bike for only $11. dealdash.com, the fair and honest bidding site. an ipad worth $505, was sold for less than $24; a playstation 4 for less than $16; and a schultz 4k television for less than $2. i won these bluetooth headphones for $20. i got these three suitcases for less than $40. and shipping is always free. go to dealdash.com right now and see how much you can save. u u u u u u u . >>> christmas day has come and gone. so far no sign of north korea's, quote, christmas gift to the united states. china is now speaking out about the failure of the june 2018 summit between president trump and kim jong-un. joining us now to talk about this and more, we have cnn political and national sec

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that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionts you deploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. >>> president trump spent the day not turning the other cheek. he lashed out several times at a magazine, which isn't exactly unusual for him except it wasn't "time" magazine he was targeting for putting someone else on the cover, for instance. it was "christianity today," which is read by his white evangelical base, for calling for his removal from office. editor in chief mark galli writes, quote, to use an old cliche, it's time to call a spade a spade, to say that no matter how many hands we win in this political poker game, we're playing with a stacked deck of gross immorality and ethical incompetence. galli also writes, his twitter feed alone with its habitual string of miss characterizations, lies and slanders is the near perfect example of a human being who is morally lost and confused. and as if on cue, the president responded. quote, a far-left

that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutioneploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. that's ensure max protein, with high protein and 1 gram sugar. it's a sit-up, banana! bend at the waist! i'm tryin'! keep it up. you'll get there. whoa-hoa-hoa! 30 grams of protein, and one gram of sugar. ensure max protein. >>> welcome back. tonight in 2020 vision, almost exactly 24 hours after the house voted to impeach president trump, the democratic presidential candidates will be on the debate stage in los angeles. and according to our latest poll, democratic primary voters. they want those candidates tonight and what they're being -- addressing tonight. they're kind of torn on how the party should counter president trump. our polls showed an almost even split among democratic primary voters who want to focus more on impeaching and removing president trump right now versus those who want to keep the focus on defeating the president at the ballot box in nov

tonight we got trade desk which is one of the most exciting story of the world vmware has been kind ofd back by dell les let's find out what it is doing there and nikesh it will be an exciting show. i like this. i like this show >> it is a great space to watch it right now >> when we come back, exclusive with carlyle group of ceo and b of a to collaborating remotely with your teams. giving you a nice big edge over your competition. that's the power of edge-to-edge intelligence. . >>> good morning, welcome back to "squawk on the street," i am carl quintanilla with lesley pickers and david faber. market is 50 points in the red our road map today starts with the world's most valuable listed company saudi aramco we'll take you live for more on its debut. what investors should be looking for heading to the last decision of the year. more head winds for boeing, testifying on the 737 max. >> we begin with aramco. hadley gamble is live. >> reporter: a long day in saudi arabia the saudi government is saying i vindication, vindication for all of the talks the last four years. the ipoar aramco, i

i wouldn't be surprised if she slashed vmware tonight a competent torrie. >>> see you tomorrow >>> younywhere, either bb & t's trust merger has closed, now we'll talk to the truist ceo keep it here ♪ ♪ ♪ yes i'm stuck in the middle with you, ♪ ♪ and i'm wondering what it is i should do, ♪ ♪ it's so hard to keep this smile from my face, ♪ ♪ losing control, yeah, i'm all over the place, ♪ ♪ clowns to the left of me, jokers to the right, ♪ ♪ here i am, stuck in the middle with you ♪ no one likes to feel stuck, boxed in, or held back. especially by something that's supposed to do the opposite like your cloud. it's a problem. but the ibm cloud is different. it's open and flexible enough to manage all your apps and data securely, anywhere, across all your clouds. so it can help businesses take on anything from rebooking flights on the fly, to restocking shelves on demand, without getting in your way. ♪ ♪ is that pgim, we see alpha emerging in the trendsete? driving specific sectors of outperformance. where a rising middle class powers a booming auto industry... a leap into the digital era dr

that's why dell technologies created unified workspace, powered by vmware. ♪ a revolutionary solutionhat lets you deploy, manage, support and secure all your devices from the cloud. so you can stop going in circles, and start moving forward. >>> the impeachment trial in the senate in limbo this weekend as house speaker nancy pelosi is withholding the articles in an attempt to negotiate the terms of the senate trial, including the ability to call witnesses. in order to move forward with the next steps, pelosi has to hand over the articles and name the impeachment managers who will make the case in the senate. >> we cannot name managers until we see what the process is on the senate side. so far we haven't seen anything that looks fair to us. >> i admit, i'm not sure what leverage there is in refraining from sending us something we do not want. >> michigan congressman is joining me right now, he's the chief deputy whip of the house caucus. thanks for joining me. can you tell us what nancy pelosi wants to get out of withholding the impeachment articles and do you think this it is an effe