mark, you focus on both amazon and google. from the blessing side, do you see it as a good element that these companies have so much riding on them, whether revenue or from their future revenue stream? mark: there is good and bad. the benefits of cloud computing is that it allows startup companies to avoid a lot of infrastructure costs. you can treat those as variable costs rather than large fixed costs. you don't need to buy and build up a very large i.t. department to scale up a business. that has been the magic behind aws, amazon web services, also behind microsoft azure and google cloud. in many ways, what they are offering is a real benefit to these companies. there's no doubt that in order to scale up on the internet, you need to pay one of those three cloud providers. and then if you are a consumer and you need to get consumers to use your service, get to know you, you will probably be spending money with google, facebook. probably just those two. that is how you get brand awareness on the internet these days. i don't k

froms this different microsoft, amazon? providethey all different public cloud networks that have particular strengths. amazon strength is infrastructure services or salesforce, cloud strengths, customer relations management platform. you see companies that are buying into the services and using clouds for different reasons. what ibm is attempting to do is to become the glue that will stick together or connect all those different clouds onto one platform. you may be a company that needs to use salesforce for a particular reason and amazon for another reason. that means you may end up with up to 15 different cloud providers, all operating independently in different silos. you have no way to bring them together. ibm is hoping it will be able to become the connective tissue that aligns all the different clouds under one platform. this idea, this strategic move, to become partners with some of these former competitors, like amazon, microsoft, google, is what ibm actually did in the 1990's regarding the global business services

that really advantages someone like amazon. we always see amazon increase their share later in the season as consumers don't have the same confidence in getting their deliveries on-time with other retailers as they do with amazon. that season will really be to amazon's advantage. that is one upside to q4. an,ly: that was andrew lipsm analyst for emarket. coming up, we invite some of the biggest tech companies to talk about the fallout from the trade war and the ban on huawei. and if you like bloomberg, check us out online, on sirius xm. this is bloomberg. ♪ emily: white house officials said they would send a delegation to china next week led by robert , lighthizer. this is after a high-level meeting with the trump administration and ceos from google, brought come, cisco -- brough broadcom, cisco, intel, and qualcomm. it was geared towards easing a sales ban on huawei. i spoke to a representative from arizona's seventh district. >> while huawei is not an independent actor, it is an arm of the chinese government. you cannot tru

that really advantages someone like amazon. we always see them increase their share later in the season as consumers don't have the same confidence as getting deliveries on-time. that season will really be to amazon's advantage. emily: that was an analyst for the marketer -- for emarketer. analysts visit the white house. of the biggeste tech companies to talk about the fallout from the trade war and the ban on huawei. and if you like bloomberg, check us out online, on sirius xm. this is bloomberg. ♪ emily: white house officials are sending a delegation to china led by robert lighthizer. this is after a high-level meeting with the trump administration and ceos from google broadcom, cisco, intel, and qualcomm. it was geared towards easing a sales and on -- ban on huawei. i spoke to a representative from arizona's seventh district. iswhile way is not -- huawei not an independent actor, it is an arm of the chinese government. we cannot trust it will not have negative consequences. huawei was working with a shell company in north

still ahead, ebay is making another effort to compete with amazon, this time pushing limits on delivery speed and cost. our conversation next. this is bloomberg. ♪ emily: ebay announced it is launching a service that will productrchants to store in various locations around the united states. talked to the ceo and asked about the impact. >> there's no doubt we have seen a headwind from the rollout of internet sales tax. that will continue as more and more states roll it out until we fully implement it and work our way out of that next year. at the beginning of the year, no states had an internet sales tax. right now, nine have implemented . 30 have declared. i think it is a terrible policy. i think it is a regressive tax on small business. we've been advocating on behalf of small business for quite a wild. it's the only tax i know of where states effectively are taxing people out of state that cannot vote for their politicians. butink it is a bad policy, at the end of the day, it is what it is. we comply with the laws of states and if they implement a tax, we will collect it on behalf