Podcasts about vmw

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week's deadline.  (00:21) Bill Mann and Dylan Lewis discuss: - Why the FTC's attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen.  - How we're seeing a similar response to regulatory interest in Broadcom's planned acquisition. (14:09)  Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie. Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl

S&P Futures are moving higher ahead of this morning's CPI release. data is expected to show a slowdown in inflation as the elevated June 2022 number falls out of the 12-month calculation. A big win for MSFT as courts approve their acquisition of ATVI. AVGO received EU approval for VMW acquisition. Disney is said to be exploring strategic options for it's India business. European indexes are higher and oil prices are trading flat to marginally this morning ahead of this morning's stockpiles report.

Konrad Sanders runs a charming team of strategic word-slingers, known as The Creative Copywriter. They're a fast-growing content strategy and copywriting agency that blend art with science to help bold brands sell more stuff.Brands like Adidas, Hyundai, TikTok, Geox, Les Benjamins, Superdrug, PTC, Thomson Reuters, VMW and plenty more.His mission? To break the boundaries of corporate dullness. And help companies pierce through the noise with ‘real talk', ‘word science' and calculated creativity.Diagnosed with adult ADHD, Konrad went from founding his agency, over-extending with other businesses, burnout and debt, to bringing his partner onboard and starting over. This time they grew the agency around systems and processes and a holistic company culture, resulting in becoming one of the best known seven figure copywriting agencies around.Konrad believes in an outside in approach to business, and they have developed a 13-lens strategy that they use in the agency and it is also the basis for the Creative Copywriter Academy which Konrad founded to help businesses hone their own copywriting skills.This episode covers:   How marketing can help you grow your business Building a business based on demand Branding harder How to convince in an authentic way through the content you develop How to clarify your unique value proposition and stand out from the crowd  Copywriting and converting Understanding the needs of your audienceCreating compelling content that resonates with your audience Word on the Street is sponsored by Tanba.io. Tanba empowers agencies to grow their revenue, by giving agency leaders and their teams all the training, support and content they need to attract and win more new clients. To learn more about what Tanba.io can offer your agency, visit https://tanba.io/Links & references:Katie Street: https://www.linkedin.com/in/katiestreet/Konrad Sanders: https://www.linkedin.com/in/konradsanders/The Creative Copywriter: https://www.creative-copywriter.net/ The Academy: https://academy.creative-copywriter.net/ Get in touch: hello@street.agency

2257ANRワンボタンの声ダウンロードリンク■8/4配信 Appleのサービス有料会員数が8億6,000万人に。1年で1億6,000万人増、ロンドンのBromptonにオープンしたApple store開店の模様を伝える14歳のAppleファン、Unityで開発したApple Store実店舗を体験できるアプリThe Apple Store Time Machine、VMwareがIntelとApple Silicon MacでWindows 11のゲストに対応した「VMw..

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience.

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.

Cold takes on the Broadcom/VMware acquisition. We consider Broadcom's stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience. The post HS027 Broadcom and VMware – What’s Gonna Happen? appeared first on Packet Pushers.

After a wild week and volatile month in the markets, this week Chase explores an investment in a hypothetical restaurant to explain todays equity versus bond investments. Also, a quick breakdown of a big deal from Broadcom and we welcome back Michael Antonelli to discuss investor behavior.  Companies mentioned in this episode include AVGO, and VMW.

It's not sexy, software but if you think growing cash flow is sexy, this might be the stock for you, says Kim Forrest. She discusses how Broadcom (AVGO) is to acquire VMware (VMW) for $61B. She talks about how this deal would be 50% cash and 50% stock. She then goes over what the AVGO deal for VMW means for software stocks. Tune in to find out more.

S&P Futures are currently flat to higher. Catalysts today will be the economic data reports on jobless claims and an updated reading of first-quarter gross domestic product. Fed Vice Chair Lael Brainard will be speaking on digital currencies at noon et. There are a host of retailers releasing earing this morning (M, BURL, DLTR, BIDU, DG, BABA). This afternoon watch for earning reports from ADSK, ULTA, VMW, AEO, GPS & COST. Oil prices are pushing higher into the Memorial Day weekend. Shares of Twitter are 55 higher this morning as Musk commits to provide an additional $6.25B in equity financing for the deal.

It's not quite Merger Monday, but it's close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia - VMWare shares popping 20% on reports it will be acquired by Broadcom - The chances more companies with deep pockets will start buying companies at lower valuations (13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they're feeling bullish about a company that makes bobbleheads. Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Banks rise on back of JPM Analyst Day. AVGO in talks to acquire VMW. Treasury vol and U.S. Dollar rolling over.

Banks rise on back of JPM Analyst Day. AVGO in talks to acquire VMW. Treasury vol and U.S. Dollar rolling over.

Broadcom (AVGO) is in talks to purchase VMware (VMW). The VMW stock price today surged higher following the news. Next, Caroline Woods weighs in on Electronic Arts (EA) talking with Walt Disney (DIS), Apple (AAPL), and Amazon (AMZN) for a potential merger deal. The Raymond James analyst stated that Disney makes the most sense for EA.

US equity indices all higher this week though there were no large scale shift to the underlying market dynamics. In focus in this podcast: Powell's comments out of Jackson Hole, Afghanistan, COVID-19 and China regulatory crackdowns. Tickers mentioned: BILL, WDAY, PLAY, MPLN, VMW, DOMO

Episode two brings us into a conversation around VMware's recent announcement of VMware Cloud, VMware Cloud Universal, and a couple of related topics with the Head of Multi-Cloud at VMware, Marjorie Abdelkrime. Guest Twitter: https://twitter.com/MarjASTEMGuest Website: https://cloud.vmware.com/community/2021/04/13/new-vmware-cloud-ready-framework-resources/Guest LinkedIn: https://www.linkedin.com/in/marjorieabdelkrime/Host Twitter: https://twitter.com/ExploreVMHost Website: https://explorevm.com/Host Instagram: https://www.instagram.com/explorevmpodcast/?hl=enTo continue the conversation around today's topic, submit a show idea, or be a guest on the ExploreVM Podcast, please contact me on Twitter @ExploreVM, Email Paul@ExploreVM.com, or Facebook.com/ExploreVM.Also, check out my other shows!Blocks And Bites - The Grilling and Technology Showhttps://youtube.com/playlist?list=PLTbNnYQCX43YDJ4E0gGja-Kx-ifPAeBq1The Money Badgers Associates Investing Club and Podcasthttps://www.spreaker.com/show/money-badgers-associatesOnce again, thank you for listening.

PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - The reversals in tech and pot stocks - Earnings from COST, CRM, WSM, VMW and more - Strength in video game stocks Featured Guests: Jason Raznick, Founder & CEO of Benzinga (44:55) For FASTER NEWS and IN-DEPTH market data, check out Benzinga Pro. For a free two-week trial go to https://pro.benzinga.com/?afmc=6c Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.

PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - The strength in retail in Tuesday's session - Earnings from HPQ, VMW, and DE - Insider selling from the CEO of NFLX Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.

In this episode we continue with the HCI series. This round, Nutanix gets their turn. The goal for this series is to help build an understanding of hyperconverged infrastructure, it's place in the data center world, and spotlight the various ways that vendors are deploying HCI.Now, we are going to approach this series a bit differently as I've reached out to the vendors directly to appear on the show versus the usual community members that I have on as guests.That being said, this is NOT a sponsored series.I am not receiving any sort of compensation for these appearances.And all vendors appearing have had a strict set of rules laid out for their appearance.1) No Bashing other HCI Vendors2) Keep it technical, this is a technical podcast3) This is NOT a free commercial for your product4) No bashing other HCI VendorsAlright, with the ground rules out of the way, let's begin.If you'd like to be a guest on the ExploreVM podcast, have a show idea for a future episode, or continue the conversation on today's topics, please contact me at paul@explorevm.com, facebook.comexplorevm, or @ExploreVM on Twitter.Once again, thank you for listening

In this episode we continue with the HCI series. This round, Nutanix gets their turn. The goal for this series is to help build an understanding of hyperconverged infrastructure, it's place in the data center world, and spotlight the various ways that vendors are deploying HCI.Now, we are going to approach this series a bit differently as I've reached out to the vendors directly to appear on the show versus the usual community members that I have on as guests.That being said, this is NOT a sponsored series.I am not receiving any sort of compensation for these appearances.And all vendors appearing have had a strict set of rules laid out for their appearance.1) No Bashing other HCI Vendors2) Keep it technical, this is a technical podcast3) This is NOT a free commercial for your product4) No bashing other HCI VendorsAlright, with the ground rules out of the way, let's begin.If you'd like to be a guest on the ExploreVM podcast, have a show idea for a future episode, or continue the conversation on today's topics, please contact me at paul@explorevm.com, facebook.comexplorevm, or @ExploreVM on Twitter.Once again, thank you for listening

PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - Earnings from ROST, CRM, FL and more - VMW announcing two acquisitions - OSTK's CEO stepping down Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.

#453 - VMware and Amazon: CloudHeath, VMW on AWS & More by VMware Podcasts

PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show we discuss…. - Earnings from FL, JWN, VMW, SPLK, and more - Icahn's deal with CZR Featured Guests: Alan Brochstein, 420 Investor (36:00) Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune into the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.

Show: 378Description: Aaron and Brian review the biggest news, trends and topics of 2018.Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCloudcast Housekeeping:Thank you to our sponsors, both A Cloud Guru and DataDog64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts201951 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63Over $50B in M&A and VC Funding for guests (all-time)Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, BonsaiIPO: PivotalFunding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud GuruShow Notes:Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,Top Tech Trends (expected) in 2019 (via CBInsights)Commercial Open Source Software Companies ($100B)Cloudability - State of the Cloud (2018)Big Trends:Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/Big funding and investments around HCI and Backup HCIKubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)New CEO at Google Cloud (Thomas Kurian)Blockchain seems to need a new PR agencyInterest rates are rising (2 more raises are projected in 2019), which changes all the VC modelsTech Stocks (2018):S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)How are SaaS priced after 2018 correction? - https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/

In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.

Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?

#419 VMW on AWS w/Brian Graf by VMware Podcasts

Saiu o balanço da Netflix, será que bombou ou foi um fiasco, também falamos sobre as parcerias novas do Walmart e do furo gigantesco que a Diebold largou nos caixas de ATM que permitiam cuspir dinheiro a reveria com simples comandos no terminal. O nosso podcast traz notícias dos principais mercados de ações do mundo […] The post Papo de Dividendo #40: Netflix – DE – BABA – GOOG – DVMT – VMW – QCOM – JD – WMT – AMZN – NFLX – DB appeared first on Viver de Dividendos.

We discuss possible effects that the Trump presidency will have on the tech world. The ideas are more or less known, but the details and whether they'd be enacted are sketchy and unreliable. Before that, of course, we talk about containers. This episode features Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). Mid-roll Matt: Dec 1st and 2nd - DevOps Days Australia 20% discount code - SDT2016 (https://ti.to/devopsaustralia/2016-sydney/discount/SDT2016). Coté: Nov 16th - Cloud Native Roadshow in Omaha, next week (https://pivotal.io/event/cloud-native-workshop/omaha). Coté: Various dates - Pivotal Cloud Native Roadshows (https://pivotal.io/event/pivotal-cloud-native-roadshow) - Cincinnati - Nov 10 (https://pivotal.io/event/pivotal-cloud-native-roadshow/cincinnati); St. Louis - Nov 14 (https://pivotal.io/event/pivotal-cloud-native-roadshow/stlouis); Hartford - Nov 16 (https://pivotal.io/event/pivotal-cloud-native-roadshow/hartford); Denver - Nov 18 (https://pivotal.io/event/pivotal-cloud-native-roadshow/denver); New York - Nov 22 (https://pivotal.io/event/pivotal-cloud-native-roadshow/newyork); Los Angeles - Nov 28 (https://pivotal.io/event/pivotal-cloud-native-roadshow/losangeles). K8s Operators Stateful applications for K8s, a shot at Mesos (https://coreos.com/blog/introducing-operators.html)? Prometheus & etcd first examples (spark? hadoop?) This begs the broad question: so, what’s CoreOS’s business posture now? Azure Container Service, now with K8s Those Microsoft folks will just put anything that looks tasty in their cloud (https://azure.microsoft.com/en-us/blog/azure-container-service-the-cloud-s-most-open-option-for-containers/) - what a reversal from the Microsoft we grew up with. Docker in Production: A History of Failure From this dude’s perspective (https://thehftguy.wordpress.com/2016/11/01/docker-in-production-an-history-of-failure/): a failure of product management and stable releases. Bugs, documentation spotty, cleanup scripts, kernel support (Debian!?), aufs & overlay & overlay2, 7-hour outage with no post-mortem “Docker only moves forward and breaks things” “The docker hype is not only a technological liability any more, it has evolved into a sociological problem as well.” A retort… that mostly agrees (https://patrobinson.github.io/2016/11/05/docker-in-production/) “boring tech is what makes money” shiny tech makes resumes? Mesosphere Jay Lyman on the momemtum (https://451research.com/report-short?entityId=88226): “Mesosphere does not disclose its number of paying clients, but says it has dozens of large enterprise customers, its primary target. The company says its experience supporting software deployments in production is among its key differentiators, helped by the use of Apache Mesos by companies such as Twitter, Netflix, Airbnb, PayPal and Yelp, which was featured in a 451 User Deployment Report. Mesosphere says its focus is customer deployments of 500-1,000 nodes per day in production. It also says the bulk of its customers are licensees with professional services accounting for less than 10% of its clients, which tend to move to its subscription software.” TrumpTech, aka, “Putting the 400 lbs hackers on diets.” Turns out there is some marginally clear policy, just not McKinsey title mode versus white papers (http://www.vox.com/2016/11/10/13584390/donald-trump-first-100-days). Jonathan Shieber@Tech Crunch (https://techcrunch.com/2016/11/09/what-does-a-president-elect-trump-mean-for-silicon-valley-nothing-very-good/): "The biggest question facing millions of Americans this Wednesday is: just how much of what Donald Trump said on the campaign does he intend to actually try to make happen." (For example, Korea (http://www.vox.com/world/2016/11/10/13585524/donald-trump-phone-call-south-korea-park-geun-hye).) Dave Lee, at the BBC has a good laundry list: “Uncertainty, frustration and an increased fragility for the global home of tech innovation. Mr Trump certainly won't want to go down as the president who destroyed Silicon Valley, but the concern here is that of the few policies that have been explained in detail, some seem directly at odds with each other.” 10% repatriation program (http://blogs.barrons.com/techtraderdaily/2016/11/09/apple-adobe-cisco-citi-focuses-on-big-techs-big-trump-tax-windfall/) - tech companies have tons of cash abroad: Historic rates (http://www.investopedia.com/terms/r/repatriation.asp): “At the highest tax rate, corporations must pay 35% to repatriate capital, minus local taxes charged by countries in which the funds are held.” Hardware: “AAPL (93% of $230bln), CSCO (91% of $64.6B), IBM ($8.2B total cash, undisclosed % of cash held overseas but note 58% of earnings are from non US operations), HPE ($10.0B total cash, undisclosed % of cash held overseas but 65% of earnings are from non US operations), HPQ ($5.6B total cash, undisclosed % of cash held overseas but 65%-70% of earnings are from non US operations), JNPR (94% of $3.2B).” Software: “Specifically, some of the mid and large cap companies that have large cash balances “trapped” offshore are likely to benefit from being able to return a portion of this cash to shareholders. We note companies with high gross cash balances trapped offshore include: ADBE (85% of $4B – from 2015 10-K), ADSK (86% of $2.1B), CA (76% of $2.7B), CTXS (80% of $2.45B), FTNT (38% of $1.2B), ORCL (76% of $56B – pre-N), MSFT (96% of $113B – pre-LNKD purchase), RHT (42% of $2.0B), SYMC (93% of $5.6B – post-BC), VMW (77% of $7.5B), VRSN (68% of $1.9B). We believe the chances increase of a larger share repurchase or (lesser chance) dividend from these companies.” Apple & Amazon are not in a good situation (http://www.theregister.co.uk/2016/11/09/tech_trump_silicon_valley/) - they’ll be a good test of WTF happens. Meanwhile, tech stocks dropping a bit (http://www.marketwatch.com/story/tech-stocks-plunge-for-second-straight-day-after-trump-win-2016-11-10). Ovum has a shit ton of quick analysis, all free (https://www.ovum.com/us-presidential-election-2016/): Fear of US public cloud companies, globally (https://www.ovum.com/will-trump-presidency-mean-public-cloud-computing-2-2/). Remember the freak-out from NSA stuff? Same idea. I think the Gemans got over it. Outsources (https://www.ovum.com/providers-prepare-trump-presidency-potential-impact-global-delivery-2/): “A massive curtailing of H-1B visas, for example, will mean providers will need to make immediate shifts in what they’re able to offer customers locally, unless or until they’re able to compensate with talent.” “For providers, there’s also the unanswered question of the impact on US government spending.” [Education](https://www.ovum.com/trumping-expectations-now-us-public-sector-2/ - some proposals for de-centralizing, meaning fragmentation of IT spend. Government talent, regulations, and spending (https://www.ovum.com/trumping-expectations-now-us-public-sector-2/) - “If there is a large exodus of high-caliber and skilled staff, how will departments fill the gap? It also raises the question of funding for programs aimed at modernizing tech in the federal government such as F18 and FedRAMP. Trump might reduce the barriers to swapping out tech and push down expenditure that way. Certainly, the high cost and length of time needed to get Authority to Operate (ATO) under FedRAMP has been a barrier to uptake.” Telcos (https://www.ovum.com/trumps-victory-will-affect-us-telecoms-market/) - other than him stating he’d stop the AT&T/TimeWarner merger, telco stuff is very unclear. No one’s sure what the traditional Republican +/- Trump equals, or what the formula is. M&A from Brenon@451 (https://451research.com/report-short?entityId=90759&type=mis&alertid=211&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=90759-In+Trump%2C+an+M%26A+watchdog+with+more+bite): “Chinese buyers probably won't be shopping as freely in the US in the coming years.” They spent $14bn this year, I think. Chinese buyers have recently picked up Ingram Micro, which swings nearly $50bn worth of tech gear and services each year, 25-year-old printer maker Lexmark and even a majority stake in the gay dating app Grindr." Also see shorter blog post with chart of Chinese M&A spend (https://blogs.the451group.com/techdeals/investment-banking/in-trump-a-tech-ma-watchdog-with-more-bite/). Snowden for Head of NSA! (https://twitter.com/realDonaldTrump/status/346998236776640513). Follow-up That’s how you do it! (https://twitter.com/simonmcc/status/794951901720805376) We got actual comments (http://www.softwaredefinedtalk.com/77#disqus_thread)! BONUS LINKS! Not covered in episode Matt wrote up an Amazon ECS thing The blog entry (https://blog.chef.io/2016/11/07/habitat-amazon-elastic-container-service/) Doing Business in Japan Not new, but a good primer (http://www.kalzumeus.com/2014/11/07/doing-business-in-japan/). Recommendations Brandon: New season of The Startup podcast (https://gimletmedia.com/episode/shadowed-qualities-season-4-episode-3/) Matt: TransferWise (https://transferwise.com/u/matthewr9) for transferring money abroad. A16Z on TransferWise (https://a16z.com/2016/01/29/a16z-podcast-when-banking-works-like-my-smartphone/). Coté: “Tighten Up.” (https://open.spotify.com/track/2pBgtxhgqevCHEnJ7W5UKI), Archie Bell & The Drells - once you’re done being depressed, get your shit back together. HSAs. Meanwhile, this “pastrami burger” (https://www.instagram.com/p/BMpHcIhDJkk/) at 3 Greens Market (http://3greensmarket.com/) in Chicago is AMAZING.