It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMware and Cisco are back in the news. What's it all mean? Tune in and find out. 01:50 Is the VMWare multi-core license change really a big deal? 06:40 Intel Earnings recap 09:30 AMD Earnings 11:35 Lisa Su joins Cisco's board + what's going on with Cisco's server business? 16;42 What are Google, Amazon, and Microsoft's earnings tell us about the state of the cloud market? 19:26 Thinking about Cloud & On-Prem As-a-Service 24:07 That's a wrap!