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Nov 20, 2019
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we own a company called momentum provides laysers that make that possible when xilinx blew up and cut the forecast recent. we bought that they provide alt of the afpga, semi conductor chips that make the 5g base stations possible. that's another name we got involved with. and then, you know, you'll have that 5 -- 10x increase in data speeds will drive cloud growth amazon is a name we still like they have 35 billion in revenue related to the cloud still growing over 30% year over year and the nice thing is those forecasts came down we were short the stock in their quarter when they said profitability is going to be way less, we bought it after that. the one-day shipping stuff is going to be good for them. and there is other chip names like intel and nvidia which we're involved in. so i think there is a lot of interesting ideas next year you can buy cheaper valuations intel at 13 times. moment up apartment 13 times apple is trading at 20 times i'd rather buy the others names with less hype. >> great to speak with you thanks for calling in. >> my pleasure. >> dan niles of alpha one capit
we own a company called momentum provides laysers that make that possible when xilinx blew up and cut the forecast recent. we bought that they provide alt of the afpga, semi conductor chips that make the 5g base stations possible. that's another name we got involved with. and then, you know, you'll have that 5 -- 10x increase in data speeds will drive cloud growth amazon is a name we still like they have 35 billion in revenue related to the cloud still growing over 30% year over year and the...
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we're really -- xilinx, yeah. >> you'll even see a lot of us out there. we hope you can come by.ks for coming in today and giving us a little taste of what we can expect tomorrow. >> you're welcome. >> larry? >> thanks. >>> oprah fans get ready. oprah is back with her annual favorite things list. we'll show you some that made the cut. >> and 7 on your side's michael finney netflix cracks down on those who share their accounts. deal talk! my new $4.99 blt cheeseburger combo, comes with... 100% beef and hickory smoked bacon, plus fries and a drink all for just the change in your couch. i found the remote! try my new $4.99 blt cheeseburger combo. but you don't feel good. with polycythemia vera, pv, symptoms can change so slowly over time you might not notice. but new or changing symptoms can mean your pv is changing. let's change the way we see pv. you track and discuss blood counts with your doctor. but it's just as vital to discuss changing symptoms as well. take notice and take action. discuss counts and symptoms with your doctor. visit takeactionpv.com discuss counts and symptom
we're really -- xilinx, yeah. >> you'll even see a lot of us out there. we hope you can come by.ks for coming in today and giving us a little taste of what we can expect tomorrow. >> you're welcome. >> larry? >> thanks. >>> oprah fans get ready. oprah is back with her annual favorite things list. we'll show you some that made the cut. >> and 7 on your side's michael finney netflix cracks down on those who share their accounts. deal talk! my new $4.99 blt...
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Nov 1, 2019
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xilinx, marvell, and analog devices.by the end of 2020 back to you. >> josh, thank you very much got to leave it there. >>> still ahead, google, are they going to take on apple? google acquiring fitbit earlier today, but what does that mean for the wearable fitness tracking space, generally? >>> and don't miss wilfred's exclusive interview with jpmorgan ceo jamie dimon tuesday at 10:30 a.m. and three o'clo3: eastern right here on the "closing bell. stick with us. we've got more "closing bell" today. we'll be right back. >>> fit bit up more than 15 peppers tafr today after announcing it's being ainquired by google for just over $2 billion. but house and i trust committee subchair saying the kwigs deserves immediate and throe investigation. saying the kwigs of fit bit would give the company insight into location and health data threatening to further entrench the market power online. joining us now is christina farr our health and technology reporter thank you for being with us today. what do you make of the acquisition do
xilinx, marvell, and analog devices.by the end of 2020 back to you. >> josh, thank you very much got to leave it there. >>> still ahead, google, are they going to take on apple? google acquiring fitbit earlier today, but what does that mean for the wearable fitness tracking space, generally? >>> and don't miss wilfred's exclusive interview with jpmorgan ceo jamie dimon tuesday at 10:30 a.m. and three o'clo3: eastern right here on the "closing bell. stick with us....