Do you dunk the entire covid cohort or stick with it on a dow when the rose 183 and the nasdaq gained 1. 8 the reaction to zoom Video Communications after it reported a good quarter that wasnt quite good enough for wall street. This company practically sin none mouse with the new normal and look ban on 2020 as the year of zoom so when you see it down 15 its alarming. You got to wonder what that means for the rest of the stayathome stocks. The answer, nothing. Just because zooms insanely high growth is decelerating that doesnt mean the trend is over in fact, id argue it never had gone away because this year has shown us millions of jobs can be done better from home. No need for that central office. Why go to meetings to negotiate or sign documents when you do everything over the web and save millions, maybe ten, maybe hundreds of millions in travel, hotel, dinners, zoom, i mean thats how the 39 billion s p global ihs market deal was consummated as we heard from Doug Pederson on mad mone
Road cbs and viacom finally inked a merger deal. We speak to buy comes a ceo about synergies and the road ahead. And chinese Online Retailer alibaba defies the slowdown of missed a trade war with sales surpassing expectations. First to our top story, it was a big week for tech ideas with fleet work and cloudflare filing to go public. The Web Security Company cloudflare has been in the news lately, given its relationship with controversial message board, 8chan. Three alleged gunman posted manifestoes on 8chan before three Mass Shootings in the united states. Cloudflare stop providing services after el paso, texas, less than two dozen dead, largely taking the platform offline. So, is now the time to go public for cloudflare . Like many other tech ideas, especially in software, it is not profitable. It has a pretty good growth rate, though. Its really trying to look at its competitor, fastly. Fastly went public earlier this year and is doing ok. There have been some sources who were askin
About synergies and the road ahead. What slowing economy . Chinese Online Retailer alibaba defies the slowdown of missed a amidst a trade war with sales surpassing expectations. First to our top story, it was a big week for tech ipos with fleet work and cloudflare filing to go public. The Web Security Company cloudflare has been in the news lately, given its relationship with controversial message board, 8chan. Three alleged gunman posted manifestoes on 8chan before three separate Mass Shootings in the united states. Cloudflare stop providing services after the latest shooting in el paso, left two dozen dead, largely taking the platform offline. So, is now the time to go public for cloudflare . I discussed it with Liliana Baker and will curtain. Like many other tech ideas, ipos especially in software, it is not profitable. It has a pretty good growth rate though. Its really trying to look at its competitor, fastly. Fastly went public earlier this year and is doing ok. There have been s
Summit this weekend, but our eyes are on just two of them. The United States and china. President trump and chinese president xi face a trade war, tariffs, and the question of intellectual property. The talks may be at the conference in japan or in beijing or in washington, but their effects are felt in silicon valley. From china, whed. Hes joining us now. China is the home to vm wares locations. Sanjay is in charge of all of them. Joined by John Schwartz and richard waters. I kind of want a deep review on your most recent trip to china. In the hotel bar, and youre talking with your chinese counterparts, who work for your company, and those who dont, maybe some of your clients, what are they saying behind closed doors . Thank you for having me on the show. First off, it was important an executive showed up, they were getting a sense of who is going to show up here. Low level person or the senior executive. I went there deliberately to reassure first time employees, we care first about
What slowing economy . Chinese Online Retailer alibaba defies the slowdown amidst a trade war with sales surpassing expectations. First to our top story, it was a big week for tech ipos with fleet work and cloudflare filing to go public. The Web Security Company cloudflare has been in the news lately, given its relationship with controversial message board, 8chan. Three alleged gunman posted manifestoes on 8chan before three separate Mass Shootings in the united states. Cloudflare stop providing services after the latest shooting in el paso, left two dozen dead, largely taking the platform offline. So, is now the time to go public for cloudflare . I discussed it with Liliana Baker and will curtain. Like many other tech ipos, especially in software, it is not profitable. It has a pretty good growth rate though. Its really trying to look at its competitor, fastly. Fastly went public earlier this year and is doing ok. There have been some sources who were asking me why cloudflare took thi