Microsoft’s cloud computing benefiting from Amazon?

Microsoft’s cloud computing benefiting from Amazon?

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GERRI WELL, INVESTORS AWAITED EARNINGS FROM MICROSOFT “AFTER THE BELL.” EARNINGS PER SHARE ARE EXPECTED TO RISE 10% FROM A YEAR AGO WITH COFOUNDER AND FBN CONTRIBUTER JOINS US WITH A PREVIEW. GREAT TO HAVE YOU. ALWAYS GOOD TO SEE YOU. LET’S START WITH THE SURNAMES. WE SEE THE NASDAQ ON TUESDAY HITTING RECORD HIGHS. I KNOW YOU ARE NO BIG FAN OF MICROSOFT. DO YOU THINK THE STOCK WILL DO WELL TODAY? ANY POSSIBILITY THEY’LL SURPRISE US ON THE UPSIDE?>>THEY WOULD LET ME LAUGH LOG ONTO MY LAPTOP YESTERDAY. ONE OF THE BIG DRIVERS THE COMPANY TRANSITIONED IN THE BUSINESS MODEL DOESN’T MATTER WHAT PCs ARE DOING IS CLOUD COMPUTING IN THE SUN VERY SUCCESSFULLY IN SOME RECENT ACQUISITIONS IN THE PAST. CLOUD COMPUTING NOW. MICROSOFT AND WAL-MART ANNOUNCED IT YESTERDAY, BUT THE BIG WIN HERE. TELL ME WHICH YOU MAKE OF IT AND HOW IT’S GOING TO WORK OUT FOR BENEFICIARY OF AMAZON STEAMROLLING INTO ONE ELSE’S BUSINESS. COMPETITORS OF AMAZON DON’T WANT TO DO OUT THERE A.I. IN EVERYTHING ELSE WITH THEIR COMPETITOR, AMAZON. THEY WILL GO WITH MICROSOFT MICROSOFT THAT HAS NO PLANS TO GET INTO EVERYTHING AMAZON HAS REALLY BEEN TO. I CANNOT DO THIS BUSINESS WITH AMAZON, NEED TO DO THIS BUSINESS THAT MICROSOFT IS THE BENEFICIARY.>>THEY ARE DOING WELL THERE. IT’S NOT THAT THEY JUST HAPPEN TO STAND IN THE WAY. THEY ARE ACTIVELY GOING AFTER IT. MARIA BARTIROMO INTERVIEWED THE CEO OF MICROSOFT THIS WEEK AND HE WAS TALKING ABOUT THE WHITE>>I AM HOPING THAT WE WILL COME BACK. THE PRESIDENT HAS SAID WHAT HE WANTS HIS FARE DEALS AND SO I HOPE AS WE NEGOTIATE THEM, THAT WE COME BACK TO A STABLE ENVIRONMENT. GERRI ALSO TOLD MARIA IS IMPORTANT TO PROTECT INTERNATIONAL PROPERTY, IP. TELL THEM WHAT TO MAKE ABOUT YOUR COMMENTS ABOUT TARIFFS. THE COMPANY STANDS TO LOSE OR FOLLOW. WOULD YOU SAY?>>THEY MIGHT LIKE MICROSOFT BENEFITS MORE. THEY DON’T TAKE ON THE RISK OF AN ALUMINUM TERRACE. SOFTWARE. IF THE ECONOMY IS DRAGGING, A COMPANY THAT DEALS IN METAL HAS TO FIRE PEOPLE, SHUT DOWN WORKSTATIONS, THEY PREFER, BUT THE UPSIDE EXCEEDS THE DOWNSIDE IN SOME WAYS BECAUSE THEY ARE AN I.T. COMPANY AND THEY DON’T NEED WE UNDERSTAND IN CHINA MUCH OF YOUR SOFTWARE IS SIMPLY PIRATED. THE EXPECTATION CHAIN IS THE NEXT BEST THING MAYBE NOT. I WANT TO BRING IT TO SOMETHING FROM THE BEIGE BOOK YESTERDAY. THE FEDERAL RESERVE LOOKING AT THE IMPACT OF TARIFFS ON THE ECONOMY THAN THEY ARE STARTING TO TALK TO THESE INDUSTRIAL COMPANIES. HE WAS WITH THE PHILADELPHIA FED DISTRICT SAID. ONE MACHINERY MANUFACTURER SAYING THE EFFECTS OF THE STEEL TARIFFS HAVE BEEN CHAOTIC TO THE SUPPLY CHAIN, INCREASING PRICES THAT, I WONDER IF THE EXPERT PATIENTS AS MUCH AS 5% GDP THIS QUARTER IS MAYBE PEOPLE TRYING IT’S NOT REALLY A GOOD THING. YOU KNOW, THE FEDERAL RESERVE IS WATCHING THE POTENTIAL TERROR FOR PROBABLY CLOSER THAN THEY NEED TO ENTER SCARED IT COULD LEAD TO ECONOMIC DRAG. I WOULD COUNTER THAT NEED RAISE INTEREST RATES AND KEEP THEM LOWER THAN THEY WOULD WITHOUT THE THREAT OF A TERROR FOR WHICH IS BOOSTING STOCKS AND INFLATION. IN FACT THEY ARE THE ANTI-INFLATION.

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