Andarched conclusions approaches to things. My mind will run a little wild, and i will write down that wild theory, then i will write down an opposing theory. As i do my research, whether it is working on a forensics case cybere there has been a incident, or working on a book like this, i was have a competing hypothesis. As i do my research, i start to make sure im researching both tootheses, which leads me what i believe is a fact based decision. Host what in your professional background would lead you to be that conspiracy theorists . Theresa it is interesting, i talk about my irish grandmother and her influence on me. , andead a lot of books even a lot of people in my family, this perspective, mi a was getting the straight scope from people . I will learn to think for myself, and that is something my parents and grandparents and great grandparents all ingrained in me. You may be told certain things by your severe air or the government or other governments, but make sure you apply cr
Basically, not just anything and be a critical thinker to arrive at what i believe are well researched conclusions and approaches to things. Yeah, my mind will run a little wild and i will write down that wild theory i had and then i will also write down an opposing theory and as i do my research, whether it is for working on a forensic case because there has been a cyber incident or whether it is working on a book like this i always have a competing hypothesis and so as i do my research i start to make sure that i am researching am researching under both hypothesis which leads me to what, i believe, is a factbased decision. Host what in your professional background would lead you to be that conspiracy theorist as you say . Guest it is interesting and i talk about my irish grandmother and her influence on me and she read a lot of books and you know even a lot of people in my family know that this perspective of my always getting the straight scoop from people and i will learn to think
My mind or run a little while and i will write down that wild theory i had and i will also write down and opposing theory. As i do my research, whether its for working on a forensics case because theres been a cyber incident, or whether its working on a book like this, i always have a competing hypothesis and so as a do my research i start to make sure im researching under both hypothesis, which leads me to what i believe is a factbased decision. Host what in your professional background would lead you to be that conspiracy theorist . Guest its interesting, talk about my irish grandmother and her influence on me. She read a lot of books, and even a lot of people in my family, this perspective, am i always getting the strength from people . Im going to learn to think for myself and that was something my parents and my grandparents and my great grandparents all ingrained in me was you may be told certain things by your superior or by the government or by other governments, but make sure
Mike, this morning im zeroing in on enterprise, looking at zoro down 30 right now. What is interesting to me about these names is they both got a big bounce after sales force and workdays earnings reports but theyre giving that back today and then some. Investors seem to maybe be realizing that these names are tied more to overall Enterprise Spending it has not been great versus that sass exception that we saw. Im wondering what you think of what is happening in that space. First the rhinoceros horns at the end tell you something the hottest money, the ones that went the way up, the last spurpt is being taken out i think that this is happening in the context of what many of us have been saying. The market looks a little stretched. A little at the high end of its up trend it should cool off and it was pushed and pushed and pushed a bit higher in part because there has been a welling up of kind of momentum, speculative action, partially in the market some kind of an unwind going on now.
Intel is the story the margin story, the share loss or more. Looking forward to getting some more detail and clarity from the ceo of intel that will join us in just a few minutes. This is not all bad news there is a beat on the top and bottom lines really the focus is on manufacturing which is, you know, for generations literally it has been one of intells hallmarks and advantages now the manufacturing job not like i have seen ever in the period that i have been covering the company. Yeah, and john, i think it is a big question for the longer term what makes them so confident that it will be six months and i know we always play this game, but we always look at this, how much has intel shed. Perhaps, guys, what might matter most is that it has fallen blow nvidia they have been neck and neck going back and forth and that is probably the one that hurts. That is interesting i would say in a way less interesting than amd which is really head to head against intel right now in the argument a