day. >> pete najarian's birthday. >> ats ps like 90 in nfl years. gillea gilead. talked about the potential 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 crameric. my job is not just to entertain, but to coach and teach you so call me at 1-800-743-cnbc, or tweet me @jim cramer. the stock market is its own beast, wholly apart from the real economy. we tend to think that what's positive for regular people is also positive for stocks. that's not always the case, and

it colored a lot of the good news and sent the averages higher. the s&p advanced .38%. the nasdaq 1.34%. the chief example, there's nothing more positive for the consumer than price competition. consumers get so much good out of companies that compete with each other. we often forget, for example, just how fantastic the internet is to price competition. i remember when i was growing up as a teenager, if you took a rival ad in the paper to lafayette radio in philadelphia, they would match the price equal to any stereo. that was just a marvel to me. back then they would cut price just because they wanted your business so badly you brought in an ad. these days you simply go on amazon, look at who has the lowest prices for the same equipment, and you click to buy it and it comes to your door. of course, while this is amazing for consumers, it's totally -- not just for a defunct store like lafayette radio.

it disappeared years ago. also for the lace circuit city and radio shack, which seems on its last legs. competition is a killer. whenever you see it in the stock market, you know what you got to do -- >> sell, sell, sell. >> before ms. me to one of my long-standing recommendations. gilliad. they had the best thing you could possibly have as a company, even as it's the worst thing for the consumer. they have a monopoly. specifically a monopoly on a terrific cure for the dreaded scourge of hepatitis c. many experts worry it could bankrupt the health care system with its $80,000 a year regiment, but in the last 72 hours gilliad has been hit with a one-two punch. first the fda approved a new hepc drug. it still met the end point desired by express scripts. the company that chooses formulation forces 70% of all remember pharmacy customers. in other words, this is the kind of competition that breaks up a

monopoly and while we don't know the terp terms, it's pretty clear they came in under the pricing position of gilliad. no wonder they lost in a single session. plus, adam forestein is predicting that this is the new model for biotech and that the whole group has just hey spectacular run and it could be under pressure for some time. i read this piece, and i shuttered. i don't know if it's really the case. it's very rare that you have competitive drugs in the marketplace that cost as much as these hepc medications do. it's very rare that they're the similar quality. the only time you see it is when a drug goes generic. now, of course, one of the reasons i've stressed orphan drugs is they have no competition, and the drug companies can charge fortunes for them because the alternative is for health care companies to provide some sort of care that costs even more with les less results, but i can see how the whole group trades down because

there are so many almost products out there from biotechs, and that can cause this kind of pressure. i think you have to back away. that's right. i am telling you to back away from the group for now. let it come in. why bother to be a hero in a sector that's already run up so much? let it take a breather. let people take some gains. we can always revisit it. there is no sin in revisiting. i say that because when you are complacent about price competition, you can get your head handed to you. take the phone companies. wow, this group was supposed to be consolidating with sprint being able to merge with t-mobile and created a three-way olygopoly. i would have expected them to be immune to produce position, but the justice department's anti-trust division let it be known this deal will be blocked. suddenly the competition got really heated. atxt and verizon are down over 3%. although when you factor in the

dividends, they're still in the black. t mobile is off 20% as it launches severe price wars to get people to switch to its wireless plan and sprint has been completely pulverized. it's down more than 60% because of competition. it's been horrendous for these stocks. even as it's been terrific for your wireless bill. meanwhile, the autos can't get much traction. too many are going after the same consumers. there is price cutting everywhere all around the globe. the banks still go at it all the time, but visa and master card, fierce competitors that they are, still end up divvying the world up in a beautiful credit card duopoly. like them both. the oil service companies compete aggressively too which is why it was a god send for shareholders. although in the end that deal didn't seem to matter because of the collapse in oil prices that continued today. many of the semiconductor companies have merged, geg them pricing power over their customers. that's led to a huge revival of their shares. i'm going to give you a couple

of names later that i think are totally investable. now, there are some franchise that is are always being threatened and that led to a dimunition. the case is the aforementioned amazon. amazon was given the bricks and mortar retailers the business, but lately we've seen one retailer after another adopt an omnichannel approach where you can order on-line and make returns to the nearest store. it's a decent model, and it's put a crimp on what wall street was willing to pay for amazon's earnings. that's competition. now, let's compare these to companies that are perceived at little competition that makes so much money and are so attractive on the investing side. the investment story that is the airline industry hasn't let up because these companies have carved up the country. that's fabulous for united continental, american airlines, and delta, as well as spirit, which flies routes where there used to be a lot of competition. we've had tremendous consolidation in the drugstore business, which has given lots of pricing power to rite-aid,

cvs and walgreens. i just love that upgraded rite-aid today. finally, i like facebook. owner of the charitable trust. why? it has a monopoly. on who? yourself or at least digital self. what a fantastic business where a giant moat around it, which is what warren buffett always talks about. he loved the moat around burlington northern, the railroad. there's huge price cut increases every time a contract comes up. repricing. that's how you judge those stocks. i understand that when a group goes from having no competition to having perceived competition, you are going to pay less for those earnings because you thought the earnings would not be challenged by competitors. you simply cannot like an industry as much as you did before if the biggest buyer in the space decides that it will pit one company against another. until this weekend we always figured that outfits like express scripts, the largest

pharmacy benefit manager were helpless and would have to accept the price of the biotechs. wow, after this weekend, not anymore. [ bell ] >> here's the bottom line. the biotech, it's too great to ignore. i say take profits or wait on the sidelines until you're sure that gillead is an anomaly and not the new normal. you should be up plenty if you have listened to me on this group. please, no grousing. let's go to frankie in new york. >> caller: i got a culinary boo-yah for ya. >> i'm going to give you a bar sam and bell. packed this weekend. >> caller: i thought you might like to watch my wax cooking show called frankie cooks. it's on thursday nights at 8:30 on nyc tv. >> we're in there. >> here's my question. i know people ask you this all the time. i want to look at ten years out and how you feel giga factory will impact their battery

business, not only as a car producer, but as a stationery energy producer? >> they have to deliver on that because to get the market cap that they have now, that's based on the idea that they could be that big, so i've got to tell you, you're betting the farm if you buy this stock that they are going to do it, and i don't know. but are you betting the farm. regan in california. regan. >> hey, jim. thank you for taking my call. >> you're welcome. what's up? >> i'm trying to crack the toy company code. i'm thinking about mattel over hasbro. can i get your opinion please? >> you have to buy. hasbro is doing everything right. mattel just because it has a 5% yield. we've seen the yieldses not be able to contain down side of when a company is not doing well. that's the way i feel about the mattel yield. i want you in hasbro if you insist on a toy company. there's nothing more positive for the consumer than competition, but for the market, what can i say, it's a killer. when it comes to the biotechs, please don't be a hero.

we can revisit when the smoke clears. it's no sin. on "mad" tonight i'm taking you on the toothfairy with a plan to profit off your pearlie whites. don't miss my take on the booming dental players that put serious money under your pillow. when one should be inside your portfolio. i'm going name the stocks that could serve much higher in the new year, or frankly until year end. making money off your favorite athletes doesn't have to be a fantasy. there's an app for that. stick with cramer. >> don't miss a second of "mad money". follow @jim cramer on twitter. have a question? tweet cramer, _#mad tweets. send jim an e-mail to "mad money" at cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to "mad money".cnbc.com.

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this is a wild one. do you know what the hottest performing group in this market is right now? oh, what is it? the social medias maybe?

is it the biotechs? no. no, not at all. believe it or not, it's the dental supply stocks. yep, this boring industry has become red hot, which is why tonight i want to explain how you can play it. in an environment where a lot of people are worried about the state of the global economy, the dental names are the kind of stocks that aren't going to get hit if the russian collapses or brazil's national oil company goes under. these are relatively safe consistent companies. perhaps the most consistent in the land that will keep going and going and going as long as the united states does okay. why the dental name back right now? for years after the great recession, the overall dental market was flat to down as cash-strapped consumers decided to either not to go to the dentist or to grit their teeth and put off any much-needed procedures. you know what, i find that hard to believe given that my mother said it was a mortal sin not to take care of your choppers. however, lately we started to see a real uptake in dental out

ill az i guess so, and it's roaring back now that the economy is in better shape, and consumers have more money in their pocket due to lower gasoline. people feel comfortable paying someone to drill into their teeth when they've got some extra cash lying around. it's true, guys. we've looked at this correlation. meanwhile, the population here in the united states is aging, and as our society gets older, tends to need a lot more work just because fillings get worn out and crowns break down. like mine. you see this one? honestly, it's going to cost a fortune to get that one fixed. that's okay. on top of that, we're also seeing a real expansion of the global middle class, which means more demand for dentistry nationwide. $176 billion market. most of that debt is dental services, but some comes from supplies, consumables, specific products. 134 which can get pretty darn high-tech. tonight we're taking a closer look at what is amazingly the

red hot bull market in dentistry. starting with my favorite name in the group. you've seen them if you watch the show regularly. henry schien. that's the kind of movies are having. henry schien is the number one distributor in health care products for dentists and veterinarians and a major supplier of vaccines. the dental supply space, including everything from big items like dentist chairs to tiny ones like the composites and implants that end up in your mouth is a terrific duopoly business. henry schein has 35% to 40% market share here in the united states, but, by the way, when people get wealthier, feel better, dentists go out on their own, start a new company. they need to have schien come in and outfit it. it's been on a hot streak, and the vaccine business is taking share and benefitting from obama care since more people with insurance equals more

vaccinations. the dental business, though, accounts for half of the company's sales. why do i like henry schein so much, even up here? aside from the company's dominant market share, it has a history of being a consolidator in what is a fragmented industry. making lots of smart acquisitions that kibtly boost the bottom line. last quarter it grew at about a 10% clip worldwide. people thought it was going to be single digit. roughly 4.5% of that coming from acquisitions. 4.7 -- it includes a long-term purchase agreement where henry sc 4 ein and cardinal branded products to doctor's offices. at the same time the company is moving up to dental technology value chain. supplying more high-tech products. henry sh chein is the sole provider of a hand held device that offers transillumination technology that identifies cracks and lesions in your teeth that would be invisible even on

an x-ray. this thing is gaining a lot of popularity. especially with children. less invasive diagnostic tool and less exposure to any radiation. no more of that lead smock. i have always felt that wasn't doing the job. didn't you? i mean, i always felt leak it was kind of a nuclear war against my body. on top of that, the company is also moving into computer-aided dentistry, digital x-rays. both areas where this medical supplier has a lot of room to grow, and while my focus is on the dental side of the business, the fact is henry schein's animal health division, terrific. we know this space is also en fuego. we have championed it from the day it was spun off from pfizer. now, henry schein's lathes quarter was pretty strong. it's still only trading 23 times next year's earnings. that's not that expensive, given the double digit growth rate, and it's got that brilliant stanley bergman at the helm. he talks about all the new products. i like that guy. now, if henry schein is not your

thing, how about the other one? we're talking about patterson companies. pcdo. not patterson, the drilling company. it's drilling for oil. this one is drilling for your teeth. this is the number two supplier of dental products and services, and another stock that's within striking distance of its 52-week high that i think you take it out next week. patterson reported robust quarterback in november where the company reiterated its more positive view on demand in the dental market, courtesy of lower gasoline prices and comparisons. they've made solid partnerships. trading a little less than 20 times earnings. this is a situation where it makes sense to pie up for best of breed rather than for second best. part of that is bah patterson's management have said they have little visibility into dental equipment trends, which is why the company didn't raise its forecast for for 2015. again, i want to stick with the best, henry schein. what if you want something more proprietary? how about sorona dental systems.

it's a leading manufacturer of high-tech dental equipment across four main categories, including computer-aided dentistry systems, imageing systems, treatment centers and instruments, and the stock has shot up from 77 to $89 in the last two months. what moves these guys have had. when you hear that patterson and henry schein are doing well, especially when it comes to distributing higher tech products, that's good news for sorona with a product cycle kicking off my sorona like i could really not do that, right? i mean, did you not -- i didn't put it in just to do that is correct but it did occur to me. my sorona will be growing its revenues faster than wall street expects and it will send the stocks still higher. let's not forget one of the controversial companies, the one that products go directly in your mouth. i'm talking about align technology, algn, which you might recognize as the maker of the invisilgn systems. you can't even see them. look. okay. i don't have them on.

i got you, right? the most recent quarter at the end of october was terrific. i think it has awe lot of theed up side as the economy improves and more adults will grit their teeth, like mine at the bottom. i had -- i had the braces earlier on, but i can't afford to get them fixed in a toejtsly nonembarrassing way. the north american company saw increasing volumes. things are looking up. it's selling at 5% stake in the company, and the shortage has increased pretty dramatically of late. i'm inclined bet with the bulls on this one, but i can't blame you for wanting to take a pass if you are worried the short sellers might know something you don't. that's why i'm giving algn tech. then dentsply. they get business from europe, so you better stick with henry schein or even patterson. here's the bottom line.

the dental space is heating up. henry schein is my favorite way to play the group, but if you want to get creative, i'm willing to bless sorona and algn tech givening the strength in this group. i'm trying to find groups that are still hot that haven't gone crazy. this dental group, much more "mad" ahead and the rebound of wlak gold. are higher prices around the corner? i'm drilling into all things oil. not just your teeth. how to score real gains from your favorite athlete legally from the palm of your hand. plus, a new chapter in the semiconductor space that could take the synergy to a whole new level. man, i have the best way to play it. you will want to hear it. why koebt you stick with cramer.

>> it's time to talk about the radical transformation in the semiconductor. the semikktor stocks is the hyper cyclical and it's all about the most proprietary subject to booms. >> moderating somewhat. meaning the booms and the bust are less extreme. >> it looks like -- the industry has become less chaotic.

it's much safer to borrow lots of money, send -- stocks seem to work out a whole new playbook. >> they easily created a ton of value signalled by borrowing money. also giving them immense opportunities to cut costs. >> meanwhile, the explosive semiconductor mraez are finding that they need to be part of larger companies in order to compete. all which is leading to some major consolidation in the group. ♪ hallelujah >> so needed. i think the lodging in this consolidation is so powerful within a few years there will hardly be any smaller semiconductor companies left. i know that sounds crazy, but to me it makes horse sense. right now we have chip makers that don't have the much in the way of organic growth opportunities, but they do throw off a ton of cash, and i believe they'll use that cash to make lucrative acquisitions.

better growth prospects and weaker balance sheets. hey, you know what, you can already see this process unfolding. that's why tonight i want to highlight three transformative semiconductor deals that no one has talked about that i have heard that have taken place over the last year. to show you just how much sense these mergers make. the purchase of cramer -- we had the company on air. and cyprus semis merger with spansion. i think these deals represent the new normal in the semiconductor stridz. let's take them down starting with the -- that was a 6.6% deal that was announced a year ago. closed this past april. avago is one of the larger companies that makes chips for industrial applications, electronics, and the consumers and -- >> the space that helps

compliment the company center strategy. remember, data strsz are one area that's growing raptdly here. as we generate reams and reams of digital information, and it all migrates to the cloud. the new avago is expected to grow 6% to 8% clip. that's the steady growth we like so much. meanwhile, the company should be able to ebbing tract at least $200 million with the synergies from the deal. on top of that is correct the company plans to boost lsi's operating from the low 20s up to avago's corporate average of 30% by focussing on its core stores business and winding down or selling off its expensive lower marginal science projects so too speak. the ideal should boost the per share cost by an astounding 37% next year. on. >> buy, buy, buy! >> that's huge. think of this as a case of one plus one really did turn out to be three. avago has sold some of the lsi -- selling its solid state controllership business which locked that up and was good, and

its network processor business to intel. at the same time the company can afford to/lsi's research and development budget all which helps boost lsi's margins up to higher level that is are in line with the rest of avago. you know what, i think this deal was brilliant, and the market clearly agrees with me, which is why avago is steadily rallying up since the announcement deal last december. is it too late to play this one? perhaps, but the next time you see a major acquisition, i want you to remember all the money you could have made in avago, of course, if avago does pull back, and there's been almost no pullback. what can i say? >> bye, bye, bye. >> which brings me to the next transaction. the -- holy cow was this a game changer. announced back in february, and it will close on new year's eave. i think there will be a big round of recommendations coming when you come back in 2015. when this deal is complete, these fwo smaller semiconductor plays will combine into a new business. it's going to be called corvo.

qurvo. it will generate $2 billion in annual revenue and be run by a balanced mix of directors and managers from both companies. two fairly similar companies that make chips for the wireless industry combine to make a powerhouse. the new company should have the best broadcast portfolio in the industry, which should allow them to take substantial market share with its newfound scale the combined company will be able to stand up to its largest competitor, another stock we have liked fore, and that competitor is sky works solution. together these guys can be beat. together skyworks is taking it to them. there are enormous potential savings. they are expected to achieve $150 million in cost synergies by won sole dating the manufacturing facilities, eliminating duplicative costs, and streamlining the spending. this is exactly what should happen. even though they are in the same space, this was a complimentary deal. lately we've seen some serious segmentation among the radio frequency chipmakers as

companies like them have focused on filtering technology while microand skyworks focus on single change solutions. what that means in english is they have minimal overlap, combined a wide spectrum of capabilities. a one-stop shop. thee will have a lot of interest in apple and samsung, and those cheap smartphones people are starting to buzz about. >> remember, these were two competitors, two also rans, two guys who couldn't stand up to skyworks, and think about what happened when they got together. that leaves us with the one that i really want to talk about even though a lot of people feel they've missed it, and that's the cypress semi-merger of equals. this was announced at the

beginning of this month. it's a transaction wovrt roughly $4 billion. it's expected to close in the second quarter of 2015. cypress semiis a long-time cramer fave and a disappointment. well, in the last two years that makes touch screens for chips for nearly every non-apple tablet and smartphone out there as well as controller chips, programmable systems on a chip and static random access memory chips that don't grow. spansion makes -- cypress has large exposure to the consumer. spansi oj is about industrial end markets. i love this combination, the combined company will have $2 billion in sales. a broad portfolio of products, and the added scale should allow them to take share aggressively while, of course, they can cut costs. cypress and spansion's estimates they'll be able to realize is $135 million in synergies over several years.

all of this would be phenomenal for the stocks. now, cypress semis rallied 39% since the deal was announced three weeks ago. given that they've tripled since announcing the mejer of equals, i have to believe that there's more up side here from this cypress combo. since this is a merger of equals, i say the best way is to merge this with cypress semis, as it paves for the 3% yield and the hard-charging dr. t.j. rogers running the joint. boy, does that guy hate to lose. he is the bill belichick of the semiconductor industry. i also said that i think that cypress semi has been so depressioned that you really aren't paying up here at all. this is something no one has talked about. it's been on my mind for a long time. there is mass consolidation in the semiconductor space. it's not done. think there will be more deals like these to come. given how much these three have already made shareholders, you have to jump all over the next

deal. even if it's up 15%, 20%. i would be a buyer on the merger right here. why? because i think there's a lot more up side to come. call in in new york. colin. >> caller: hey, jim, happy christmas. >> same to you. you know what, i am just so excited that this market has been so good. no one is talking about it, so i'm saluting it. what's up? >> caller: man, i couldn't be more bullish on semiconductor technology in general. seems line the only thing that's really -- if you are weathering the storm. i called to ask about skyworks. >> it's been on this incredible run. it's at $23. i've been hold it and jumping in and out. i'm really curie about where you see -- >> david aldridge. we should go back to when we started the show. one of our original guests, the stock was in the single digits. he has put together maybe -- he cobbled together the company that has the most market share in the semiconductor business for wireless. he has done a remarkable job.

i say bye-bye buy. phyllis in arkansas. phyllis. >> hey, jim. i'm a huge fan. >> thank you, phyllis. >> i'm calling about klac. one time they offered $16.50 per share dividends. that's before i knew what that meant. so i waited until the dividend paid, and i doubled my shares to bring the costs per share down. and when the spot was back in the green, i sold it. what do you think about the stock? >> i do like it very, very much. i never want to look back. if you got a profit, that's terrific, but i think they are both winners here. wow. i'll tell you, there are some winners in the semiconductor class. no one is talking about them, except for here, and i got to tell you, there is so much money to be made. with their powers combined, the semis are looking pretty darn good. consider plugging into cypress.

i think there's plenty of up side and t.j. rogers, please come on the show and talk about the deal. more "mad money" ahead, including america's place in the price of black gold. will it stay at these levels, or will -- and betting on your favorite athletes without a bookie breathing down your neck? it's all legal. plus, a stormer stock call just ahead and a brand new edition of the lightning round. (vo) watching. waiting.

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but now is a good time to start thinking about how you want things to be. [ male announcer ] go long™. ♪ >> maybe the grinch didn't steal christmas this year. maybe the grinch doesn't have the power that we thought it did. i'm talking about the grinch that is opec. >> the scourge of the economic growth for ages and ages. i speak to a lot of executives as part of my put reply jobs, and i keep expecting one of them to say this lower oil price has negative ram fiifications for o jobs. instead i keep hearing honeywell's ceo was. it's been kept artificially high for way too long, and now we're seeing the real price of the moderatety. it's not like he is talking his

book. he deals with hire energy costs with thermostat that is make it easier for buildings to use less power. if every other commodity is plummeted, which is true, how is it realistic to think that oil wouldn't come down either? eventually all of our production in this country would make us the marginal producer and no matter how aggress he havely opec decided to control pricing, our lack of an outlet in this country for our oil would make is enconceivable that we would import more of the stuff. you take the u.s. market away from opec. you take away china because of long-term contracts with russia to keep the currency reserves higher, and suddenly you get all -- you get oil trading a real troois price rather than artificially inflated one and that is where we are.

the slow pace of our entire recovery off the bottom, when the fact that oil remains stubbornly high, unnaturally high throughout the period. >> we thought the decline in oil was a tax cut, but get this, i think we are starting to see that it's proving to be a stimulus for europe, which is why i think we started seeing so many industrial stocks rally towards the he wanted of last week. for example, i have been worried lower oil prices could make it so that airlines don't need to retire the gas guzzlers any time soon. that may be the case, but a flush airline is more likely to buy you more fuel efficient planes in order to expand routes to take advantage of low fares. remember the planes you can get now are basically going to be built in 2020. you see everything aerospace faebl rallying. that realization of the significant drop is really through the market now. it will rally big at the end of

last week, but that was short covering after a monster rally. hence today's newscastly decline. i don't think we're going back to the opec control price any time soon because our market is shut down to exports, and our market is gigantic. europe can take up some of the splak, but until we're allowed to export oil from the lower 48 states, you're going to see the largest market becoming increasingly closed to all but the most desperate producers, and even they could be crowded out by cheap canadian crude company by rail. keystone, forget about it. the lack of pricing power may be the positive that this country needs to accelerate hiring across the board as every business saved the concentrated oil patch gets the lower price for this key comoddity that it finally deserves. "mad money" is back after the break.

>> it is time -- it is time for the lightning round. >> play to this sound, and then the lightning round is over. are you ready, ski-daddy? it is time for the lightning round. phil in colorado. phil. >> caller: hi, jim. wanted to give you a boo-yah from breckenridge, colorado. >> beautiful out there. nice. how can i help? >> caller: i've been watching hda holdings for a while, and i would like to know your about an zoosh . >> i think hca goes higher. let's go to anita in wisconsin. anita. >> caller: yeah. good afternoon, jim. >> how are you?

>> caller: how are you doing? >> good. >> caller: happy holidays anyway upcoming. >> same. >> caller: i was calling about teg. i bought it in january of 2003. >> nice. >> caller: it was wps then. >> you did well, but you know what, you're going to hold it because i think interest rates for the ten year are going to go to 2, and that's why the stock is so strong. do not get rid of that stock. you own that stock. max in california. max. >> caller: cramer, big fan. thanks for taking the call. >> thank you. >> caller: want to know your thoughts on ypx. >> i got too many headaches to be in there. if you want to go into one of those guys, you might as well go into royal deutsche, which has a real good yield and restructuring story, and charitable trust owns it. tom in new york. tom. >> caller: boo-yah, jim. boo, yeah jim, boo-yah all the way. merry christmas. >> merry christmas. i like that. how are you? >> caller: thank you. very well. i'm calling for applied materials.

amat. >> well, applied materials, they're all buys because the capital cycle is really kicking in for the semis. i need to go to kirk in florida. kirk. >> caller: boo-yah, jim. are aed son has been getting its notices bloodied the last few sessions, and i'm wonder whatting your take is on ssys. >> here's what's happening to ssys. as we get closer to hewlett-packard doing its spin-off, people are getting concerned that they're going to come in with ssys and against dvd. i don't want dvd. i could see syss coming back, but i do fear having worked with the product what hewlett-packard will be able to do this time next year, which is what the analysts are going to be thinking about. they'll be thinking about 2016 very soon. as soon as we get to 2015. james in connecticut. james. >> caller: hello, jim. how are you? >> i'm fine. how are you. >> caller: good, good. about six months ago you -- i

think you recommended a jds unit. >> yes, i did. >> caller: just wondered what's going on there. >> not dead in the line, but split up. i think the companies agree with me, and i think it goes higher. maybe as high as 17. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade.

>> sometimes you get a dmrimps of what the future is going to look like. we need to go off the tape. that's why tonight you want to introduce you to hot roster. this is a privately held company that's created a brilliant app which takes something i love fantasy football and boils it down to something simple and easy to get your head around. every week hot roster takes your favorite football players and takes them to head-to-head matchups that can you bet on, although this is a skill-based game and not on-line gambling. it's simple for each matchup. you pick which of the two players will have a better game, and once have you made four picks, can you lock in your roster. if your players win, you are available for gifts at odds of 500-1. they are boiling the essence of fantasy football down to app genius. that's why we want to check in with college goldman, the ceo of hot roster, who previously served as the director of fuel engineering and professional services at apple for nine years, and it's already founded and sold two tech companies. welcome to "mad money". good to see you, sir.

>> thank you. >> have a seat. >> thanks. >> tonight you roll out basketball. >> we're super excited about basketball. >> give us an example because maybe people will want to play. boy, what would be a simple matchup of tonight? >> just, you know, you take kenny white, our genius odds maker out of vegas, and he sets the matchups and puts them together. you pick it, and you pick it and win. >> for football, obviously, this is big. i wanted to know, do you think that a lot of the people that you are having right now are people who have lost in their fantasy league and are still looking for some action? >> that's a great question. you question. the app we built is not only for the hard core fantasy guy because there's ten million or so out there that have probably lost and want something else, want extra action, and we're definitely there for them, but really we're centered on the casual gamer, the $100 million, the candy crusher, the people that just love their smartphones. they love sports and love

winning money. >> so, in other words, like peyton versus brady. real household guys. want trying to pick a tight endthis weekend as part of your roster that's left because of super bowl. >> exactly. some of the other fantasy platforms, the first thing you do is to select and create a salary cap or magazine a salary cap. doesn't mean much to anybody. we're asking about simple ease of use, putting two players together. you pick who you want. you it can get in the action last minute. that's simple and a fast, fun fantasy. stroo give me the run this year. first week, $10,000. second week, gone up from then. we're expecting, you know triple digit growth every week now. >> really? >> yes. >> triple digit growth. >> i looked at fan dual and obviously people know about this draft kings. now, fan dual i see advertised

constantly. you have not that i have seen advertised hot roster. where are you getting your customers from? >> great question. we've taken a different proechl. we're going more to the white label where we're working with media companies and publishers, working with casinos. they're marketing to their install base, and we're ramping up tens of thousands of players as a result. we're not spending hundreds of millions of dollars on traditional advertising zoosh now, adam silver recently wrote a brilliant etd editorial, op ed piece, nba commissioner. just saying, okay, enough already. let's just legalize gambling, and let's just tax it. half a trillion dollars, $500 billion out there. unregulated. doing -- all that stuff. we're getting -- we want to get rid of all that stuff. we want to marnks that this is a regular --

>> no. >> how do we know this isn't -- >> absolutely. this is -- basically the difference between a game of chance and a game of skill, i mean, jim, you are a fantasy player. you know it takes some skill. you are looking at -- you are making making assumption bz who is going to win. that's the difference between rolling a dice or flipping a card. >> i got to tell you, when i heard about this, i said this is something for me. i got -- i was the champ here two years in a row, and people told my i couldn't three-peat. i didn't believe it, so i have the skill set. if you are betting on the guy who really had done well this year, but really staink up the joint this weekend. i should have done what you are doing. that's chuck goldman, ceo of hot roaster. tonight says is basketball. i would check it out. it's too much fun. stick with cramer.

>> focus on the semiconductors. i think this merger for sip res semiis just fantastic expansion, and fantastic for both. 3% yield. buy it tomorrow. i think it's terrific. yes, we're going to pause on the biotechs. that doesn't mean we're not going to come right back. just be aware you have to do a little pausing. there's always a mover somewhere. promise to find it just for you. right here on "mad money". i'm jim cramer. see you tomorrow.

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