i'm melissa lee. thanks so much for watching. we'll see you again tomorrow at 5:00 for more "fast money." "mad money" with jim cramer starts right now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cray america. i'm trying to make you money. my job is not just to teach you and entertain, also to educate, so call me. leadership matters. and right now this market is being led by the two largest sectors in the s&p 500. the financials and the technology stocks. the dow jumping 109 points, the

s&p climbing .6%. these are the two most vital groups to any advance because frankly they're the classic leaders of any advance. there's so many financial institutions out there, so many tech companies involved in semi conductors, xhunlgs, big data. true hardware plays that it's really difficult to crush the entire market when these two groups are going strong. sometimes it helps to analyze the market as though it's made up of a series of neighborhoods. right now the socs and financial eotf are fantastic neighborhoods with sharply rising property values. when you look at the market this way it's easy to see why a bad house in a terrific neighborhood can be much better than the best house in so-so neighborhoods. consider two stocks. citi group and intel. two stocks that seem pretty hopeless before the feds announcement yesterday which some interpreted as indicating that the relatively imminent end of the federal reserve's bond

buying program is upon us. then of course a rapid return to rate hikes, perhaps as early as a year from now. of course that is the most negative interpretation of what was really said yesterday. i don't buy it myself. we do tend to go to extremes when it comes to the fed so let's accept it fare a moment. with that interpretation citigroup and intel can only be described as two bad houses located in what have suddenly become fantastic neighborhoods. we know citigroup has had the single most negative backdrop of any of the money centered banks. while it's still stable operations in the u.s., citi's become anonymous with emerging markets. especially mexico where it's been hilt with a pretty egregious scandal. it's the major bank that i think is least likely to be blessed to return capital to its shareholders, either in the form of a dividend boost or meaningful buyback. it still has a gigantic runoff of hideous assets from the bad old days. citi is a nasty gut renovation

house that would be a tear-down if things hadn't gotten better in the u.s. economy. what is its stock doing? it's rallying and rallying hard, up $1.28 today. as if it were a terrific regional bank that's going to get a sizable boost in its net interest margin thanks to higher rates that of course allow it to make more money on your deposits. many deposits overseas aren't impacted by the fed at all. this is a classic sign of a very strong group that's being led by its nose higher because of its uniformity. uniformity is driven bay very powerful set of etfs which homogenize the whole banking sector, something i futilely rail against. and what a great stunt you got yesterday to buy this group which fell along with all other stocks under the withering s&p 500 onslaught. then there's intel. the world's largest semiconductor company. again, the only thing that's happened with intel so far this year is countless number cuts. as its new ceo deals with a company that's been caught even more flat-footed than microsoft

when it comes to the mobile versus desktop transition. the fed and state yesterday made it so bond yield equivalents and that's exactly what intell is are no longer right for many portfolio managers. so number cuts combined with less important yield support would make you think the stock's headed lower or not higher after the fed's statement. no. intel's enjoying one of the best rallies it has had in ages. that's because the philly semiconductor index has broken out. intel's another fiction xer hum upper doing better. microsoft participating in this silent but extraordinary tech rally. 40 one of the best performers in the delta. now there's on the record good news here too. many people have worried about two things in this market. heightened valuations and froth. it is absolutely true that when you have multiple stocks valued on sales as we have in the cloud area, not on earnings, you are in a tread carefully universe. now, the price to earnings

ratio, the s&p 500, the p/e multip multiple, is almost 17.5, which is the most expensive this market's been since the bull got started. and that's not good. however, the key here that is neither the technology stocks nor the financials that are now leading the market are expensive. by any measure. in fact, they're historically much closer to the rock bottom valuations than to their sky-high ones which makes them terrific leaders because they have so much more room to run before they do get expensive. now i don't want to overlook the bubble portion of the market. for example the froth indicators i follow are still flashing red but not as intensely as we've seen recently. i know people who own stocks i regard as speculative, they never want to hear them addressed in that fashion. but we're seeing a steep decline in the frothiest stocks. the plug power fuel cell melodrama, remember that last week, these stocks doubled over a short period of time. that's been turning tragic for a full week now. the stoner stocks as represented

by the bluest chip of a speculative lot. the pot stocks if you're not familiar with the lingo. the 3d printing stocks are dealing with a double whammy of a vicious shortfall at x1, a key player in this complex, and the possible incursion by a big dog, the big dog that is hewlett-packard into this space. many have wondered when the world's largest printing company would move into the hottest part of the printing business. even as hewlett packer's become one of the better houses in the text neighborhood i was beginning to believe it might be like intel, microsoft, failing to embrace the future. i know the adherence of 3d printing stocks were defending, defending, defending today. and the supporters of these, they've already pronounced hpq as an extinct dinosaur. i think after today this could be a injure mass sick park style t-rex comeback. especially when you look at hewlett-packard's run-up in rallying stock. the only real glaring signals

froth is alive and well are the plethora of cloud-based stocks. for communication banks that came public today to huge acclaim. there are so many of these clouds in the queue you have to recognize this group has become froth personified. workday and salesforce.kop have been marred in a quag fire. i on would be remiss not to mention the steaming hot biotech market where almost every single new player goes to an instant premium. there were many i iffy independents of the market today. we have some good and some bad retailers, some ramping and declining industrials, mixed picture in the oils and negative transport and mineral action. but when i see two inexpensive neighborhoods show signs of jen practice fa case, and those neighborhoods happen to be the two biggest in the city of stocks, it's very difficult to bet against a rebound. at least from the depths of yesterday's fed fears. here is the bottom line. those who embrace the faux

strategy of panic yesterday, and you know who you are. you missed out on some substantial and obtainable gains. just as they've done pretty much endlessly since the beginning of the fed session that alas i would argue simply isn't worth obsessing over anymore. you can keep an eye on the fed. but if you keep both eyes on the fed, you might as well accept that you aren't going to make as much money as those who have sworn off their fed addiction and are beginning to lead cleaner, more productive, and, yes, more profitable lives. eric in florida, eric. >> caller: hey, cramer. march madness boo-yah to you. how you today? >> i got to tell you, i'm 3 out of 4 and i bet against my college. well i got to tell you us that a bad move. what's up? >> caller: you said don't bet with your heart. my question's about 3d systems. it was traded up around $96 in january. and now it's out like $60 today.

its competitor x1 is down like 10% today. is there a problem in the space? can you help me out? >> there are two problems here. one i think is the space is saturated. two when i was sinning "get rich carefully" at costco, in my own neighborhood last week, that was the stock that people were most desperately worried about. i love my book buyers, i love our readers. but when i see that desperation in people's faces what it says is, this one may not come back like people think. it's a -- i would tell you that's a negative scenario that you don't want to get caught up in if you haven't been in the 3d stocks. let's go to gary in maryland. gary? >> caller: hi, jim, it's gary from ocean city, maryland, big boo-yah to you. >> i'm an ocean city, new jersey, guy but i tell you what i like all ocean cities. what's up? >> caller: absolutely. love the show, thanks for everything that you do. got a question, a little clarification on caterpillar. you've talked a lot about it in the past on how it reached a bottom and that's a good thing

unless the company has bad management or has management issues. so as an investment, is caterpillar still a buy? >> i'm glad you mention management because i'm not thrilled with management there, although i think there are a lot of good people and they do make the west machines. we had very bad retail numbers for caterpillar coming out and the stock didn't go down, it went higher. what that says is, what happens if you get good numbers? caterpillar's still a buy. it helps to look at the market through -- as if it's made up of a series of neighborhoods. we're seeing some change. you panicked yesterday, you missed out. only one eye on the fed going forward. don't be a cyclops. "mad money" will be right back. coming up, sky-fi showdown. it's an all-out war for air superiority. and the battleground is your next flight. in-flight wi-fi provider gogo broke out to an early lead. but can it fight off new competition? and later, money ball.

a march madness bracket might help you win a couple of bucks. but cramer's going a matchup that could help you slam some serious gains. don't miss his matchups between four of the biggest players in pizza, wings and beer. planes, trains and profit? from the tracks to the tarmac, bombardier can take the temperature of the transportation market like no other company. find out what clues they can offer to spot the next stocks ready to take off. all coming up on "mad money." >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com. or give us a call. miss something?

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. last week we spoke to the ceo of viosec, a rapidly growing business connecting airline flights with broadband access. a stock i do like for

speculation. i had a lot of things to say about the superiority of their satellite-based network versus their competition, gogo, the leading player in the in-flight wi-fi business that controls something like 80% of the market. we heard from the folks of gogo wanted to tell their own side of the story. because we always want you to know both sides here on "mad money" tonight that's exactly what we're going to do. adamant their vision is the waive the future. this is the company that controls all of the air to ground wireless spectrum in the united states. they have a whole air to ground network built out and they also have agreements with a couple of the satellite companies for satellite-based broadband. gogo's got coverage on 2,000 aircraft where they sell wi-fi access, $9.95 for the whole flight on a laptop. they're also rolling out an inflight entertainment services offering on demand video that should be fully available on all gogo flights sometime this year. viosac's claim to fame is right now their connections are a lot faster than the competition. gogo says that's because they're serving 40 planes with one

satellite. as they keep adding planes their broadband connections could slow. they're rolling out a new satellite to deal with precisely this problem. i don't know if we can resolve this stock duel tonight. in addition to viasat like we heard last week so you can make up your own mind, which is why i'm happy to have michael small, president and ceo of go go here with us tonight to talk about his company's prospects are mr. small, abouting to "mad money." >> glad to be here. >> i'm going to give you the floor. i know viasat had the floor and i want to be fair. tell us why your company offers -- let's say it's a better investment. >> absolutely. as a communications service provide tore the global aviation industry we're always looking for the best solutions for our partners. and we are introducing what we call gto. and that's ground to orbit. it combines air to ground and satellite technology. and it is faster and it has many other benefits compared did any

other solution on the marketplace, including vermont viasats. it will do 70 mega bits per second per plane, versus 30. it has better coverage across the united states. it has more reliability. it's backed up by more satellites. it's better for television. it's more reliable. we love our solution. >> all right, will it be useful for, say, netflix which is something that i know that viasat prides themselves in? >> yeah, we will be fully be able to support streaming. we'll probably have to do it on a similar basis to the way the competition has done it which is you'll pay extra if you want to stream. because streaming does use more bandwidth. and as i heard you mention in the intro, we also have our go go vision product where we preload the movies on the plane. and that's really the -- by far the most economical way to watch video is to preload it on the plane. >> can you tell me, you say you're rolling it out. someone might say, jim, rolling out, that could be infinite, let's get a time frame. where is it for the planes -- you have a lot of companies

already under contract. where is this rollout? how far along? >> so on the gto, the high speed hybrid solution, our first plane will fly at the end of this summer and then it will roll out very rapidly in 2015. our go go vision is already available on over 1,000 aircraft and will be 1,700 planes by the end of this year. >> are those contracts ironclad? in other words, if viasat came to any of these guys and say, listen, why don't you offer us and go go -- that is allowed under contract? >> no, i see no way -- our contracts do have that shiny new product clause but that's only if the competition has something that is materially better in the absence -- and that the airlines not having that would hurt them. i just explained our gto solution is better than the viasat solution for a variety of

reasons. and it would be a cheaper upgrade for the airlines to go to our solution rather than switch to someone else. it also would be extraordinarily give actual logistically to make the move to another provider. what goes on an aircraft tends to stick on an aircraft. >> absolutely. mike, one of the things that i went @jimcramer on twitter to ask people what's been their experience, first we have to marvel we can get wi-fi at 30,000 feet. once you have it it's a luxury but there's always people who pick at things. i got a couple comments from very reliable people ask and they're not anonymous saying, if a lot of people are using go go at once on a plane there is some slowing and some problems. is that something that can be cured? and is it even true or is that just grousers? >> no, that's absolutely true. our more heavily used flights where a lot of people are using the go go service it does slow down. as we speak, we're deploying a tg4, next generation of air to

ground, that significantly relieves the challenge of too many people using our service. and with gto that will be a thing of the past. there will be more than enough bandwidth for everybody on the plane. >> how about the international market any think that's still up for grabs. when you're head to head with other competitors that wouldn't necessarily -- what percentage of the contracts you're head to head with with others do you think you win? >> well, since we've launched international and began our international efforts, which was in the summer of 2012 with the delta contract, we have gained almost 50% of all the aircraft that have been awarded since then. which is a pretty good track record, even though we were a u.s. company just beginning our international expansion. this is a global scale game. it's a communications infrastructure play on a global basis. scale will matter. we're the leader now. and we're looking to build on that leadership position. >> on the new contract, i want to get this straight, you're not

able to necessarily stream netflix, again, for a larger -- for a higher cost, but that will be something, if i want a go go-enabled plane next year at this time for a higher place i can be and get netflix and watch an entire movie, i don't need to do the preload? >> correct, with our gto technology that's deployed you will be able to do that on those aircraft. >> okay. now give me one more minute just to say, look, i want everyone to know when someone says, they didn't think their company was represented well, i always want them to have a chance. just say why people should choose go go? >> well, we are the communication service provider for global aviation. the connected aircraft is the future. airlines and the passengers will rely on this technology wide receiver we know how to deliver the best service day in, day out, so it works every day for our airline partners and their passengers. >> all right. i want to thank michael small. the go go president and ceo.

thank you for coming on "mad money," sir. >> thank you very much. >> you heard one side, now you've heard the other, i always want "mad money" to be a forum to duke it out. which you think is better, go go or viasat, that is up to you. stay with cramer. coming up, money ball. a march madness bracket might help you win a couple of bucks but cramer's got a matchup that could help you slam some serious gains. don't miss his matchups between four of the biggest players in pizza, wings and beer.

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call now and we'll send you this free calculator. the aarp auto insurance program from the hartford. the savings and free benefits we deserve. oh. with the ncaa march madness tournament kicking off today, can i just say that if most investors put as much thought into analyzing stocks as they do into analyzing sports bracket on thes, then they would make a heck of a lot more money. they're really a lot more similar than you might think. wicking winners in the parkt has a lot in common with filling in your march madness brackets and trying to figure out who's going to make to it the finals. that's why tonight we're doing our own "mad money" off the charts that's our own version of march madness. we're doing it with the help of ed uponsy, a terrific technician who's the managing director of barchetta capital management as

well as being my colleague at realmoney.com. what you're basically trying to do is of course pick winners. there are a lot of qualities that both a stock and a college basketball team need to have in order to become a winner. one of the most important is strength in the face of adversity. winners never quit. ncaa basketball winning teams keep their cool when the pressure's on so they don't get eliminated from the tournament. when it comes to investing winners can hold firm. even in a rough market. they shrug off the difficult conditions and stand above the rest. so, for our "mad money" march madness, we're pitting four stocks against each other and using upe ing ponci's interpret the charts to see who comes out a winner. first of all, we're looking for the stocks of companies that make something you might actually enjoy watching march madness. pizza, perhaps. wow. looks really nasty. buffalo wild wings.

and beer, beer. and also -- beer. and secondly, when stocks have shown that they're winners, when you're using technical analysis to judge these stocks the way ponci does, we want stocks trading at or near their highs. these are names that have managed to hold their ground despite a really volatile environment including yesterday's ugliness. we start off our tournament with bracket "a." kind of an interesting name, right? bracket "a." i'm calling it the pizza conference. where ponci's pitting papa john's verses domino's. so take a look at these two daily charts with papa john's on the left and domino's on the right. all right, now look at this. you know i've been a long-time fan of tpz. as this company has terrific management and its stock has made us money year after year after year. because of the bankable. from a technical perspective ponci says these two opponents

have virtually identical charts. isn't that pretty amazing? the pizza kots have pretty identical charts. all-time high earlier this week. both ignored the recent sell-off. both have demonstrated a strong floor support of the respect iffy-day moving averages the. for ponci this pizza conference bracket as very close matchup. ultimately he sees domino's winning by the narrowest of margins, maybe even ot. the reason? it has to do with the volume down at the bottom. both stocks have been consolidating, basically trading sideways. unlike papa john's the volume at domino's really has dried up during this consolidation period. that's a positive sign indicating the big money is hanging in there. not selling en masse. even after a truly magnificent rally. you would normally expect after this shootup that this would expand. it's not happening. now, it was a close game. but according to ponci, domino's comes out. domino's is the pizza conference champion after a the buzzer

beater. it was, it turned out to be double overtime. now it's time to check out bracket "b" which is the beer and wings conference. okay, that's where most and coors is going up against bww, buffalo wow wings. check out these paired charts, okay? with tap on the left. this is a daily. and buffalo wild wings on the right. how much, talk about a cramer fave. another ceo, sally smith, another bankable 21. in ponci's view molson coors have a truly tremendous chart here with a terrific long-term uptrend and a series of higher highs. the stock even reached a five-year high earlier this month. however, ponci says even this beautiful chart is no match for the juggernaut that is buffalo wild wings are when are you look at bwld's chart, people short this thing constantly, you can

quickly spot two patterns. the first is what's known as an ascending triangle. a bullish pattern where the hypotenuse of the triangle for those of you who don't remember geometry, that's the longest leg of a right triangle, creates a floor of support underneath the stock. you usually find these ascending triangles during a period of consolidation in the middle of a long-term rally. and once the stock breaks out above the top of the triangle, something buffalo wild wings did this very day with a $2 rally, buyers tend to move in aggressively and the stock typically trades higher. that's one pattern. it's pretty darn bullish. but ponci notes another pattern in buffalo wild wings' chart, one that could be even more positive. and that's this cup and handle. it's a formation within the triangle. this is very important. listen. a cup and handle is a u-shaped bottom that looks like a cup followed by a short period of sideways trading, consolidation, kind of looks like the handle. okay? the thing about this pattern, something i mentioned in "get

rich carefully," is a cup and handle is one of the most reliably bullish formations out there ever since we started off the charts. every time we see this -- honestly, it is amazing, the stock's going higher. in other words, molson coors may have a chart that indicates it's going up. but according to ponci, buffalo wild wings has a chart that says it's ready to move up aggressively real soon. i wouldn't be surprised if this move has started already given ow much buffalo wild wings businesses generally benefits from the real march madness. as more customers go to their locations to drink beer, chow down on wings and watch the games as i always do. okay. so we've got domino's is the winner of our pizza conference. buffalo wild wings taking the title in the beer and wings conference. there are two march madness finalists. so what's it going to be? which is going to take home everything? who comes out? honestly, ponci says there are no real losers but i do can't do that. because if you do your bracket

and you do a tie you're not going to win. buffet's not going to give you a billion. if you take a look at the chart of buffalo wild wings right next to the chart of domino's it's clear buffalo wild wings is too powerful to ignore. i thought this was amazing. both dominos and buffalo wild wings reached new all-time highs this week. 152 area since the beginning of november, now that the stock has broke boff that level ponci believes it is in the early stages of a new leg of a powerful rally, a leg that could take this stock all the way to $175. that's 22 buck arizona boff where it is now. in not that long a period. hires the bottom line. in a tough battle between the stocks of four companies that you'll definitely enjoy during the real march madness, domino's defeats papa john's in the pizza division, buffalo wild wings mops the floor with molson coors in the beer and wine conference. in the final chart matchup buffalo wild wings verses

domino's, it's buffalo wild wings that takes home the championship. and i'm not going to argue with him. dpz and buffalo wild wings are terrific high-quality stocks. but this moment in the year is bwld's chance to shine. let's take questions. let's go to luis in north carolina, luis. >> caller: boo-yah, how you doing tonight? >> real good, chief, how about you? >> caller: fantastic. i'm not calling not about starbucks but i have to start saying your interview with howard schultz yesterday was phenomenal. this company's on fire. they are taubl mobility payment, they're talking double capitalization of the company, they're all over the place. >> right. >> caller: my question to you is, when howard schultz looks in the rear-view mirror, who's running behind starbucks? i want to know if you see dunkin' donuts right there. >> well, this is a very tough one because i've got to tell you, i think that dunkin' donuts is not necessarily doing the same things that starbucks is doing, but that they're both very good stocks that i've been

recommending. i don't want to say that starbucks -- starbucks as really big international company, dunkin' donuts has a lot of expansion to come, they're both good stocks. bracketology and finding stocks have a lot in common. there are no losers here. stay with cramer. tomorrow, kick off the trading day with "squawk on the street." live from post nine at the nyse. >> holy cow, like shorting tesla? did you almost go there? >> i did. >> it all starts at 9:00 a.m. eastern. david rubenstein, changing fortunes and changing the world. conquer the morning, conquer the day. "squawk box" tomorrow on cnbc. e. ♪ 2,000 feet. ♪

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it is time. it is time for the "lightning round." we're playing this out and then are you ready? it's time for the "lightning round." sandra in pennsylvania, sandra. >> caller: so gene. >> it's recommended in my book and here's what you need to know. it doesn't matter. right now that group is soft. it's not the group to buy if you

think the economy's better it will be under pressure and i think you should just own it and as it gets to 140 you buy more. richard in california. >> caller: hey, jimmy. cyclic tcyc, do you still like this stock? >> i still like it but it's a similar situation to celgene, people do not want to own these big cap biotech farm mays right now, they're out of sink with the financial and tech ralliry. i think you hold on to it though. phil in maine. >> caller: hey, jim, jim from the snowy state of maine. what do you think about bluebird bio? >> that comes under a different group of biotech. that is the speculative portion. and stocks are going still higher. it's the same problem with sales force and cloud. the speculative part of cloud is going higher. the regular aren't. the speculative part of biotech's going higher, the regular aren't. i want to be careful that can't last forever, i say take profits. let's go to brad in new york. >> caller: hey, jim how's

everything? >> how are you? >> caller: good, good. a question with regards to vm ware. >> it's interesting, vm ware, the virtual software, this is it. this is the right one. emc owns a piece of it. emc's also going out. they had a great quarter, vm ware. let's go did alan in louisiana, please. >> caller: boo-yah from the buying easy. >> oh, man, just down there loved it. what's up? >> caller: well, facebook is down almost 7% from its high. and my call option expires in june. i'm worried. do you think it will be back up there? >> i think this is another one of these situations, like a lot of the big cap tech stocks that were high multiple, they are coming down and lower multiples, big rotation going on. i would hold on to facebook. 62, 63, i would buy more. let's go to verba in alabama, verba. >> caller: boo-yah, jim. >> nice. >> caller: i want to know more about fire eye. >> fire eye. boy, i hate to be so -- this is

the stocks all trading together, whether it be celgene, fire high. the market right now is working off. they've rallied big, they're coming down, they're going to recharge and they're going to go higher. so i like fire eye right here. in more? that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by tg ameritrade. ... change in after-market trading. ♪ all the tech stocks with a market cap... of at least 50 billion... are up on the day. 12 low-volume stocks... breaking into 52-week highs. six upcoming earnings plays... that recently gapped up. [ male announcer ] now the world is your trading floor. get real-time market scanning wherever you are with the mobile trader app. from td ameritrade. with the mobile trader app. iwe don't back down. we only know one direction: up so we're up early.

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we know that regardless of the recent fluctuations in boeing stock price the aerospace cycle is on fire right now. the airlines are flush with cash for the first time in ages. whenever they have money they use it to buy new planes. in particular, they want more fuel-efficient aircraft that can lower their operating costs as jet fuel is the number one expense when you're running an airline. that's why the boeing 787 dreamliner is basically a six-year wait list even though the new plane has been plagued with problems. commercial aircraft as being a duopoly. bowing in america, airbus in europe, and that's it. that's wrong. there's a third company that looks like it could be ready to break into this business in a big way. couldn't come at a better time. i'm talking about bomb bard 88, a canadian company that's the

world number three maker of planes, mostly business jets. if you've ever coveted a lear jet that's them. as well as being the number one maker of trains. business jet division is seeing terrific growth. c series, bombardier's jetliner, designed to compete with smaller planes from boeing and airbus in mid-size marketed throughout the world. the company got their third test version up in the air. but the c-series expected to hit the market sometime next year. this plane delivers the lowest operating costs in its class. significant fuel burn advantage over the competition. that is a big deal. it's why we've already had 447 orders for these babies as of the beginning of the month. take a look at this sorry. pierre, the president and ceo, does not trade in america. find out more about how the company's doing and where it is headed. welcome back to "mad money." >> thank you so much. >> piers, we love to have you on, you've got a great view of the world.

we are not in a position to -- this stock doesn't trade in america, i want to say that up front. people say, what's the symbol? we don't have it. give austen nor. we've been hearing lately there's somewhat of a glut in aircraft. i looked at your presentations, it doesn't seem like there is. >> a glut, you mean? people say there's an inventory correction that's going on right now, that's drive be boeing down from 148 to 125. i don't see that when i read -- i read about demand when i read your presentations. >> no, we see that there's a large demand for fuel-efficient air planes. of course, there's a lot of the old airplanes that need to be traded in eventually or exchanged. because like you said, it's all about fuel burn, it's about the seat costs. so getting an efficient airplane so that the airlines can keep the price of the tickets reasonable. >> why is it that these great companies, airbus, boeing, your company, have problems with making these planes? and have there always been except for now we have great

media attention? >> well, you see in the end today, it's a very complex product, airplanes. we have to make sure that they're reliable. of course, safety. there's no compromise on safety when you design an airplane. and really making sure that these products are out there for 20 years, they'll be in airline operation for very long-term. so doing the tests properly up front is crucial. so it takes time to do things properly. >> but there's still tons of demand if you get it right. >> oh, yes, of course. in asia it's growing very rapidly. there's a lot of emerging markets that are setting up airlines in the u.s. the fleets are quite old and need replacement. and we're focused on making sure that we create an airplane that's 135 seats, 110 seats. and that's basically the average amount of passengers. so having the right size permits the airline to offer more frequency so that's really what you want when you travel. >> let's talk about this business jet market.

because remember, this is one of those things before we went into the great recession, it was like this. it was like a parabolic demand. where is it versus, say, 2005 to 2006 in terms of the demand level? >> well, depends on the category. if we look at large business jets, it actually has been growing since 2008. and that's a business jet for people that have global businesses that travel the planet and that's the category given the emerging markets and international companies that people travel across the world. so that's going to continue to grow. where it's been a little slower is in the light jet category. and that depends really on the u.s. economy. but now that the economy's picking up, we see that category picking up too. >> is lear its own worst enemy? a friend was in the process of buy a 20-year-old jet. and just -- i said, geez, isn't that old? he said, no, lear jets last forever. >> airplanes last for a long time. but if you look in terms of how

electronics have evolved, fuel efficiency, i think today the modern avionics, fuel efficiency, really if you go for a very old product you've got a lot of the disadvantage. >> okay. how about train demand? where are we worldwide there? that's the other thing you guys dominate. >> yeah, it's a very exciting part of our business. everywhere i go people talk about infrastructure. and of course there's more and more urbanization. so cities are getting bigger. what do they need? they need trains to move people in cities. we're the world's biggest company in this field. so it's high-speed train, trams, metros, so on. >> i have to ask you about this because on my plane last night, all people were talking about, they asked the pilots, all the attendants, do you have a theory on the malaysian plane? and everyone had a theory. but you would know more than most. >> well, it's a mystery. >> it is, right? >> it's something i hope gets solved fairly rapidly.

we're an airplane manufacturer, we want to understand what happened. >> excellent. well, you know, i know that the planes are -- there was a problem here, looks like you're at a trough point. you're not an american company so i can't say how i feel but it does seem like it's about to go like this. okay, that was pierre boudain, president and ceo of bombardier. demand for trade, demand for planes remains very strong. stay with cramer. wednesday, living a fantasy on other people's millions until she wears a wire. >> federal agents showed up, guns drawn. she wears a wire. >> federal agents showed up, guns drawn.

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come public right now with an offering that allowed you to do mobile payments in advance of even walking into the store. while also giving you all sorts of loyalty deals and comforts, a secure turnkey system that can be integrated on pretty much every platform. i bet that company would have an instant valuation of at least $10 billion. maybe double that. well, that is if it could go public. rather than being acquired ahead of time. i just don't think a terrific turnkey mobile payments plan would be given a chance to ring that opening bell. more than likely it would be acquired by another company, a facebook or a google, and be integrated into a handheld strategy, since of course everything is in your phone these days. it will be the holy grail operating system that could be used for everything from restaurants and retailers to purchases online. it could if you design it right eliminate the anti-competitive middlemen that are visa and mastercard.

it could be a boon therefore to both the consumer and the retailer. honestly, could i easily see a bidding war between google and facebook, perhaps even a newly aggressive microsoft, not an oxymoron, give me a break. a hand in glove transition that would be adopted by everyone who wants to do business with people who are in position to take the consumers' cash. who knows, maybe it's so compelling even apple buys. instead of just buying back its stock endlessly. because this mobile payments company than augment its growth. what if that company isn't for sale? what if it's actually buried within another company? a company like starbucks which we visited yesterday. what if starbucks is so far along in this development that it's game, set, match against everyone else, except that starbucks doesn't compete against all these players. so it can license its technology to others for real hefty fees. yep, starbucks has become perhaps the greatest stealth technology company out there that i follow. so how can we reconcile a

business that could maybe be worth possibly as much as $20 billion to the right acquirer, being subsumed by the $58 billion market cap of an incredibly successful coffee chain? i think that's precisely the dilemma starbucks finds itself in right now. it has the best technology in the industry. it understands social and mobile better than any publicly traded enterprise i know. but at the same time, it's a coffee and now tea company, thank you oprah, that's not in the business of payment processing or mobile ordering as anything more than a way to get more loyalty and more customers through the register. the fabled through-put consideration. so here's what i think has to happen. howard schultz moving over to a more digital role within the organization, still working in lockstep with the incredibly able chief operating officer, to execute on a grand vision, you can see a bin beginning of a breakout of this digital business in a way where we can see the value that is being created, not unlike how paypal is within ebay. given the challenges karl icon

has thrown at current management to break out the value by breaking off ebay or spinning off 20% of its paypal in an ipo. obviously that's not an issue with starbucks. but they aren't going to get credit for division within the company unless it's first noted as a division within starbucks. you just don't want to see all that juicy licensing keel, all that money coming in. i can see this happening with this technology somehow getting lost as no more than a latte line item. yesterday at the starbucks shareholders meeting we heard there are retailers knocking on schultz's door to license this tech. take a listen. >> can i call you howard and say, you know what, that division you've got, digital, i like the licensure technology. >> you are a step ahead of most people. we are getting calls from retailers of all kinds asking whether or not we would like -- we would white label. >> right, this is the key. >> what we have done. >> yeah, i think that door will

open. ultimately i think starbucks has to figure out how big it wants this division to be. can it be funded at a level that takes on a mastercard or a visa? does it have to merge with square to get a soup to nuts payment system? does starbucks need to spend $5 billion to buy veri phone to get the system established worldwide? no matter. files it to say these are the highest of high-quality problems and i am confident they'll be solved in a way that makes starbucks long-term an even better prospect. i can tell you starbucks sure isn't being any credit for it amazing system right now and it won't unless it somehow breaks it out and recognizes the division itself, if valued like mastercard or reese sa, could represent a considerable amount of the company's market cap. making starbucks one of the cheapest stocks in the entire market. even after its incredible run. stay with cramer. obama is ramping up personal and banking sanctions against

russia. obama's individual mandate, however, is dead in the water. and the fed snugging is bullish. next up on "kudlow." ♪boots and pants and boots and pants♪ ♪and boots and pants and boots and pants♪ ♪and boots and pants... voice-enabled bill pay. just a tap away on the geico app. ♪ huh, 15 minutes could save you 15% or more on car insurance. yup, everybody knows that. well, did you know that some owls aren't that wise. don't forget about i'm having brunch with meagan tomorrow. who? seriously, you met her like three times. who? geico.

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rotating to another area, your stocks are resting, and they will recharge again and they will be back. i'd like to say there's always a bull market somewhere. i promise to try to find it just for you here on "mad money." i'm jim cramer and i will see you tomorrow. president obama really does get tougher on russia. he announced a new round of sanctions today targeting a russian bank, more kremlin officials and some oleregards. we will have the latest for you. russia isn't the president's only headache. right now, he is polling very badly on the economy, on obamacare and foreign policy. so where does this lead to democrats come november? meanwhile, the markets bounced back with 109-point gain for the dow today. i think a little fed snuging is long overdue and healthy for the economy. how about this? janet yellin could be a hawk empress pressure a h