we'll see you on friday friday. 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 cramerica. other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. i'm out at cnbc one market in san francisco this week for our "invest in america, defining the future" shows. we're talking with some of the most innovative companies in the silicon valley and learning how their work impacts our lives.

some deals are more equal than others, and some never even get done because of factors beyond the control of the dealmakers. these aborted takeovers can make the entire market go up or down because they remind you just how fragile stocks can be like in today's muted session where the dow only finished down 13 points, s&p inched up 0.5%, and nasdaq declined 0.17% after a very rocky morning. knowing how to identify a good makes us better investors because it means we'll be ready to buy stocks on the weakness specifically caused by these kinds of breakdowns or maybe to profit from the strength it can generate as both often have nothing to do with the broken deals themselves. let's talk about the big story right now, the current state of the non-deal of salesforce.com buying twitter for the rumored make or break price tag of $29 a share, $9 higher than the stock

hurt the whole market as was certainly the case at the session's opening before it came to its senses. first let's go over the genesis of what now seems like a broken deal, a genesis that initially had very little to do with twitter itself. oddly it had more to do with linkedin, specifically the breakdown in linkedin stock from $205 at the beginning of february down to $100 a week later when it collapsed on really terrible guidance after an okay quarter. linkedin was one of the few social, mobile, and cloud companies, the kind of companies that are overflowing with data. as mark benioff, the ceo of salesforce, has stressed to us again and again, data has become the new currency of the realm. benioff acquired a slew of companies while investing in new products that mine and interpret data to figure out who the best prospects are for whatever enterprise hires them. so when linkedin cratered, he got interested in buying the whole company, but so was microsoft, which wanted to used

now, it is tough to get into a bidding war with microsoft given their huge cash position, so benioff ultimate dropped out when the price tag went to $26 billion, or a few dollars below where linkedin traded before that february breakdown. by the way, benioff told me yesterday that there are grave antitrust concerns with this deal that could really hurt salesforce, concerns that stem from what benioff calls aggressive statements by some microsoft executives about what the software giant is going to do with all that linkedin data. block the deal or get some restrictions on potentially anti-competitive ways that data can be used. i don't know if he'll be successful. but as benioff told me yesterday, we looked at linkedin too. we would have loved to have it, in part, he said, because it had great deferred revenue, so it made it very exciting. now, i'm going to give you in english what that means. it means the company's earnings per share were understated given the fact of its subscription accounting, a business model that takes in a lot of money, which has to report it what's known as ratably, meaning not all at once

more important, it makes a company a lot of cash in the bank. it was making a huge amount of money. now, cut to twitter. this company's stock has traveled a long way down from $74 where it traded in its growth heyday at the end of 2013 all the way down to $14 back in may. benioff and others were intrigued by that decline, not to mention twitter's treasure trove of data, data about its users. all individuals who could be potential customers for salesforce's enterprise clients without either growth or strategy to mine its own data. rumors about any pending sale were dismissed because the company's part-time ceo jack dorsey was given a one year grace period to reignite growth. however, the decline in the stock created too much opportunity for those who viewer twitter not as it is, which is a trash-talking, rotten tomato throwing pseudo-institution that's driven away as many follower as it currently has, but as it could be, which is a business with unscaled mountains

will be cleaned up so we wouldn't have to do national blockers day like i'm doing today. we learned recently, thanks to our own david faber, that twitter was contacted by a host of suitors, most loudly by salesforce but also perhaps disney and google. they were enticed by the cratered stock price as well as the ennui at the top of twitter. but by the time we found out about the for sale sign, two things had happened. one, the stock had run from $14 to $21, putting twitter at about a $15 billion valuation. that's $5 billion more than the attention to begin with. and, two, their business had taken still one more step down to the point where the word disastrous keeps being thrown around as the operative term to define how twitter is doing currently. no matter. the stock started rising furiously when word leaked out the company was indeed on the block. management told all customers the price tag would be 29 bucks if you wanted it, which was 3 bucks above where it came public, twice the price that

given that unlike linkedin, twitter has no deferred revenue and if you back out all the stock compensation, it's a no growth company with no real earnings even if it does have $3.5 billion in cash on the balance sheet. that dramatic rally and the newly expensive price tag that it would cost to get the whole darn thing, well, it pretty much caused everyone to drop out of the running, except for salesforce. benioff again covets twitter because of its potential as the last independent social media company out there. so the price tag at $29, while steep, seemed intriguing to him if the shareholders liked it. and if they liked it, then why the heck not do it? at least that was the logic until yesterday when the talks grew so heated that shareholders actually rebelled wholesale, and many of the large growth funds that own salesforce.com stock admitted to wanting to dump it all if benioff pursued the deal. we never got a definitive no from benioff no matter how hard i tried yesterday, but i'll tell

twitter hatred from these growth funds and the fact that buying twitter could set back salesforce's amazing timetable to go from about $10 billion in revenues to $20 billion a short time just revolted the true owners of the company, the shareholders. when it was reported that google dropped out and salesforce had cooled to it, twitter stock got hammered, sending it down 20% today while salesforce's stock rallied $2.84 or 4.15%, putting back most of what was lost. i still believe if benioff can somehow find someone else to take a piece of the darn thing, to lay off some of the risk and the costs so to speak, it could come alive again simply because twitter stock is once again going down big. nevertheless paying a dollar amount north of what microsoft paid for the far more profitable linkedin, the price he needed to commit to in order to get twitter's board to sell, that killed the deal. execs were concerned twitter's site has become too darn mean.

example of gresham's law where bad money drives out good or the haters drive out the good users who are worth advertising and seeking. put it all together, and you got a deal that just doesn't work except at a much lower price, and $29 is not that price. so in the new world we have to ask ourselves, are there deals that are just a bridge too far for the acquirer's shareholders to accept? is twitter therefore out of play? i'm not sure. the lower the stock goes, the more intrigued other suito maybe a verizon, maybe at&t, both of which need more growth and might be able to reignite that growth by using twitter as part of a larger suite of online offerings. otherwise, though, twitter stock may not be done going down, and the board has to cut the price it settles for before anything gets done. a price that could be lower than the roughly $20 price where the stock went out today. here's the bottom line. at this point i don't know if

twitter until we see the company's next quarter on october 27th, which i'll tell you i'm betting will be hideous because otherwise, really, someone probably would have bought them already. let's take calls. john in california, john. >> caller: jim i, you know, we love you out here in sacramento. glad to see you out here. me and the caveman have bought oracle when it was around 10. we've done really well with it. would you take some off the bl for a while? >> well, john, first of all, thank you for the kind comments about sacramento. not that far from here. i wanted to visit it. i miss it. i'll tell you this. you got to take out your cost basis of oracle. let's ring the register on that. you can let the rest run. i don't think it's running anywhere at all. all those buy backs, all the king's men doesn't seem to be able to get this stock back to 45 again. mike in michigan, mike. >> caller: jim, hey. i bought credit suisse after the

june. it's up 25% since with the brexit fears looming again, is that a sell with 5% dividend out of the question? >> no, i don't think so. i mean i think credit suisse is actually conceivably a company that can profit from the chaos. i don't want to own the stock because i'm not really pushing the financials very hard. but that yield seems safe to me. not really sure because some of these banks over there are cutting their dividends. i'm not going to tell you to panic off of brexit. i think there's a lot better opportunities in banking away from that company, including one that action alerts, the club that follows my charitable trust, which owns citi, letter c. i think that's a better buy. joe in florida, joe. >> caller: cramer, i got in on the ipo of nutanix last friday, ntnx. i'm up big and i need to know should i hold it for the long term or ring the register? >> ka-ching, ka-ching, my friend. i don't know how good that one is.

category with twilio and acacia and the one that came public today software. twitter could still find a buyer, but i don't think we'll see a deal until the stock is appreciably lower or the company does a lot better. i'm betting unfortunately on the former to be the catalyst because i believe those upcoming numbers could be ugly. coming up on "mad money" tonight, it's a secret weapon for companies like under armour, airbnb and dunkin' donuts. i've got the exclusive with digital guru new relic. stand against the apple watch this holiday season? with the stock down 50% this year and looking mighty cheap, i'm getting some answers from the ceo. and find out where your great, great-grandfather is from. 23andme is making it a reality. i'll ask the ceo how the company is revolutionizing the health care industry. so i suggest that you stick with cramer for our special, "invest in america, defining the

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 at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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>> announcer: we rely on our apps every day, but who do developers rely on to keep things running smoothly? new relic, empowers coders to please the mobile consumer. can this tech star keep your portfolio running optimally? >> over the past few months, the pure growth stocks have gotten at least some of the group back which makes this a terrific time take a closer look at what's happening with some of these high-flying cutting edge tech plays. take new relic, newr. it's a cloud-based software company that's very meta. new relic's platform helps companies understand monitor and measure how users are interacting with it in realtime. a sophisticated dashboard with vast insights into their own

data about what their customers are doing. in short f you're running a business these days, especially one with a web presence, you've got so much software running that you need a software analytics firm in order to understand it all, that's where new relic comes in. this, like so many other high-flying stocks, not profitable. new relic got slammed last winter, falling from $40.11 months ago down to $20 at the market wide lows in february. lately the stock has been making a big comeback. trading up to $36 and chge giving us a terrific gain of around 25% since we last spoke to the ceo a little more than three months ago, in part because the company reported a super strong quarter with very bullish guidance at the beginning of august. so can this red-hot cloud name keep climbing? yesterday i got a chance to check in with lou cirne. he's the founder and ceo of new relic, to find out more about his company and its prospects. take a look.

can do that. we talked about an amazing revenue ramp. but i want to talk about what happens when you come to new york and go to your favorite place for a cup of coffee. >> well, i love coming to new york, jim. it's a wonderful city. when i do, i make a beeline for dunkin' donuts. what dunkin' donuts is doing and what most big restaurant chains are doing right now, they're moving digital. i can pre-order my coffee and my doughnut on my phone, and i can skip the line and get straight to my hot coffee. but how do you deliver that great digital experience? new relic is the dashboard for we measure how many people are ordering their coffee and doughnuts not only for dunkin' donuts but for 14,000 companies, what's going on in their digital business. we do that in real time for our customers. >> let's say i didn't use new relic. i just did it the old way, alienate customs versus the guy that did it the new relic way. >> right. you know, if you don't measure something, how can you stay controlled in it, how can you improve it? customers without new relic aren't measuring their digital customer experience.

don't know how to improve it. let's say we do three things for our customers. first, we make sure they're open for business. is the site working? is the mobile app working? then we measure the customer experience. then we help them deliver better business results as a result of understanding their digital customer. >> i understand digital customer. i go to an rei in the middle of nowhere in arizona, and they knew about what i cared about, and that's new relic too? >> well, again, loyalty programs are moving digital too. everyone has a phone in their so now digital loyalty programs, e-commerce, that's all changing because of the cloud. that's why there's so much going on here at dreamforce. the cloud is enabling companies to do these amazing things. we're the dashboard for all these initiatives. >> if you're the dashboard, how do i pay you, and how do you make money? >> it's real straightforward, and we've got a nice system that scales well for our customers and for our business. take airbnb, who started with us back on 2008, very early days.

small customer with us at a time. they were a small company. but as airbnb has grown, so has their business with us. we've probably done about 20 transactions with airbnb over time as their business has grown. 20 different growth transactions with airbnb that are basically saying, our website is growing, and so our investment in new relic grows along with it. >> when i think about your business, i know you've got a total adjustable market last time i saw you that is a very good vertical we're talking about. t coming to make it the company has a total addressable market that could be substantially more even though your revenues are great as it is. >> it is. we're excited about our market. historically we've been about measuring the software running in the mobile device, running on the server, running in the cloud. but what about the infrastructure that that software runs in? all that amazon web services infrastructure. we're introducing a new product called new relic infrastructure that we think delivers complete visibility that our customers

our total addressable market by a very substantial margin. >> what will that mean for shareholders? >> well, we've got more products to sell to our existing customers and we believe over time it's going to fuel a steady stream of growth for our business. >> one of the favorite companies that are for our audience on "mad money" is under armour. >> yeah. >> and i just read that you guys have just affiliated with under armour, and that sounds like something that everyone knows is growing like leaps and bounds. >> well, the under armour ceo is a genius, a great entrepreneur, and he's been public about saying his business is all about digital and technology. they made a large investment in it. how do you measure the return on that investment? they use new relic to measure the return on their digital investment, and we are -- we're at the core of measuring what's going on with digital offerings. >> you have 15 customers that are paying you more than a million bucks? >> that's the last number we've shared. >> fair enough. i know it's --

>> i just want people to understand that your core business is applications performance monitoring and they're going to want to know what that is because you use apm throughout all the public filings and i want everybody to understand what it is. >> it's about 70% of our business right now. we diversified far beyond that, but you start with monitoring the software. every time you buy something online, you login to airbnb, there's a bunch of software running in the cloud to make that happen. when that software doesn't work, it's very, you know, business doeswo so we measure the software running in the cloud to make sure that it's working for our customers. but then we expand it beyond that to go into measuring what's going on in the mobile device, what's going on in the browser, and now what's going on in the infrastructure. so you got one holistic view of the entire environment. >> if they didn't have you and something went wrong, when would they know? >> imagine driving a car without a dashboardment you don't know if the car stops because there's no gas in the tank, because of the oil, because the engine is overheating. all right? we're like that dashboard.

we're looking at everything in that system in realtime. without a dashboard, you don't know when your car is going to stop. >> i think we should stop right there. that's lou cirne. he's the ceo of new relic, founded the company, and it's growing the fastest of companies we're interviewing today. ?? how to keep his wheels spinning. nice shorts dad... they don't make 'em in adult sizes? this is what the pros wear. look at the lines... uhhh... look at the other line... mm...mhh... ops... in deliciously heart healthy kellogg's raisin bran. ready to eat my dust? too bad i already filled up on raisins. by taking steps towards a healthy heart, jay knows he'll be ready for the turns ahead. hey don't forget to put up your kickstand. ring (bell) sighs. kellogg's raisin bran. and try kellogg's raisin bran crunch

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>> announcer: innovation is some of the latest technology is now on your wrist. helping millions achieve their fitness goals. can it outrun the world's largest competitor? >> as we get closer to the holiday season, could this be fitbit's time to shine? ever since the number one maker of wearable fitness trackers came public in the summer of 2015, it was kind of like clock work every quarter. fitbit would report some

then they give a little tepid guidance and the stock would get hammered. it kept happening. however, lately it seems like the stock is starting to get some traction, deservedly so. it's up 14% since we spoke to the ceo just in june. and whether fitbit reported its most recent quarter, they soundly beat expectations and delivered some top in line guidance. plus they've been trying to transition into more of a corporate wellness play, and that's where i think the really big money is. so could this be a good time to circle back to fitbit with the holidays not to far away or should we be concerned about studies suggesting that the wearable fitness device is might not actually help people improve their health long-term? let's take a look with james park, the co-found 0er chairman and ceo of fitbit. mr. park, welcome back to "mad money." >> thanks, jim. >> digital health plans are where i think the big money is. you've had some big news this week that indicates it's really

>> yeah. we had an amazing study published earlier this week by a third party that showed that for employers, the average cost of health care for a given employee who opted into a fitbit wellness plan was 25% less or $1,300 less than someone who had not opted in. so that's a pretty amazing result. >> given what we've read, that people don't keep up with them, question their worth, that seems like empirical evidence that any would discredit things would be wrong. >> that study was actually started five years ago, and they used a device that wasn't a fitbit. it was a huge brick that was on your arm. >> it wasn't a fitbit? >> it wasn't even a fitbit. i don't know what conclusions you can draw from that. for us, there's so many positive studies that show the great impact that our devices and services have on people's health. we're in over 200 clinical studies.

the great effect we're having on people. >> let's talk another thing people seem to confuse. apple watch and fitbit. apple doesn't make any claims they are what fitbit is. fitbit doesn't claim they're anything that apple is. i need you to straighten out the confusion. anytime apple does something, people get scared. >> i think that's a natural reaction, but we are very different companies with a very different focus. our mission is to get people whether it's through our devices, our software and services, and it's all supported by an amazing community of users that has a tremendous network effect. people love our products. they recommend them to friends and family. they compete on fitbit, the mobile app, and fitbit.com, so it's a tremendous social experience that's been powering our growth. >> that's very different. look, i love the apple watch, but that has nothing to do with what the apple watch does. >> no. that's one product -- we have a broad line of products and we're a fitness social network that's coupled to hardware.

transitioning the mission of our company from a consumer electronics company to a digital health care company. >> there are still stories, for instance the other day your stock was starting to move up and pacific crest comes out with a piece which says they've done some channel checks and they say your new fitbit has got too much inventory. i have become very chagrined, if not questionable about channel checks because when apple was at 93, the channel check says the 7 wasn't going to work. 7 i think is in short supply. versus ultimately what the results will be. >> without knowing how that analyst did the channel checks, i can't say. but what i can say is, look, we just started shipping the product. fitbit charge 2 is the number one best selling fitness tracker on amazon. you know, we launched two other great products earlier this year, alta and blaze. if you remember the investor reaction to blaze was, i think, just, you know, i couldn't understand it at all.

on amazon. >> now, international has been even stronger than domestic. you've opened offices overseas. last time we saw you, it was accelerating. continues? >> international is so important for our company's growth story. we opened a headquarters in dublin and that's going to allow us to bring a lot of focus, excitement and passion to really growing that business. we saw the first results of that at a conference in berlin. amazing reception by customers and partners there. >> how about the step up challenge? tell me about it. >> so step up challenge is something that was inspired by the surgeon general of the united states. it's a two-week step challenge for all americans regardless of their age and fitness level, and it's just meant to raise awareness, get people moving. but what's most important it is that it shows that fitbit is very visible at the highest levels of the government. and that's important because the

on health care policy in this country. and directly controls so much health care spending whether it's through medicare, medicaid and the v.a. system. >> have you thought about for the holiday season just this notion of a couple of pop up stores because i think that it's absolutely true, number one on amazon. i've given it to my family. but you, you know, sometimes you want to feel it and see what the changes are in order to gig out whether you want to upgrade. it's harder to do on a flat screen. if i knew there was a fitbit store, i would go in and take a look at all the merchandise. >> can't speak to the future in too much detail, jim. but, look, you know, we understand that the power of fitbit originates from the consumer brand and the consumer loyalty that we have. so we're looking at a lot of different things to magnify that. >> the reason i ask is because i think the holiday season could be a good one but i find sometimes it's dictated by what the an lifts say. what i'm trying to take away from here is you shouldn't -- we're not letting the analysts speak for the stock. let the numbers of the company itself determine how the stock does.

shareholders, and we want to stay true to our mission at the same time. we're in it to win it. >> i think you are too. admittedly i've been too aggressive. i've always said that. but i love the product. i love the company. that's james park. he's the co-founder, chairman, and ceo of fitbit. "mad money" is back after the break. ?? ? ?

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>> announcer: from wellness to ancestry, one company is using reveal the answers behind your genetics. but can 23andme navigate regulatory hurdles to help answer the ultimate question? what makes you, you? >> these days, people become a lot more health conscious than we used to be. we try exercise classes. we avoid trans fats. i even like quinoa. some of us go the extra mile to

genetic diseases, which brings me to 23andme, the privately held company that has made dna testing accessible to everybody. it started out as a cool way to find out about your ancestry. they send you a little tube, spit in it, send it back to them. they can tell you where your great grandparents came from including the percentage of neanderthal dna you might be walking around with. a year ago 23andme started offeringme ones that meet fda reporting standards, include whether you're a carrier for certain genetic disorders, which is very important if you're thinking about having kids. they've also started using the gigantic pool of data they've gathered to help with medical research. i think this is a very exciting story that is at the forefront of personalized medicine because they're empowering patients like you to learn more about themselves in order to prevent illness, to save lives, and help mine data for cures. this is the only personal genome

and it's revolutionizing the health care paradigm by helping you and your family figure out what conditions you might be prone to while still early enough to do something about it. now, earlier today i got a chance to sit down with ann wojcicki. she is the co-founder and ceo of 23andme, to learn more about her company, its science, and how it could potentially change the way we treat all sorts of diseases. take a look. when i think of your company, i think about empowering the patient. health care system. >> i think one of the things i'm super proud about is 23andme is really leading the charge of saying that the individual, like you the consumer, actually needs to have a voice in health care. and if you think about the health care system and how it is today, there's this whole world that sort of operates above you. so like how you get your drug, your medications, how decisions are made by your physicians, how they're made by the insurance company. and i think that one of the things i learned is that the

power. so 23andme is leading the charge of this whole movement of the consumer actually paying for it themselves, making it affordable, and actually owning the information and then taking responsibility for what they learn and implementing that into their daily lives. >> how many different traits, characteristics are covered by your personal genome service right now? >> we look at roughly 700,000 data points in your dna, and right now we have about 60, 70 reports about you. but they're the potential. we're going to keep adding more and more as we get clearance from the fda and as we make new discoveries. so we have a whole team that's making research discoveries and giving that back to you. >> and the fda understands the idea that the clients should be empowered and has been helpful in trying to figure out what the priorities are. >> one of the most revolutionary things i think that the fda did is they actually gave us a label that is direct to consumer.

meaningful medical information, like cystic fibrosis results, through 23andme without a genetic counselor and without a physician. to me that was a real sign that the fda is actually embracing this idea that there is a whole world of consumer-driven health, that consumers want this information and they have to provide a safe path for them to get it. >> once they get it, what do you advise them to do? >> frequently it's following up with their physician. if you are a carrier for cystic fibrosis, it doesn't mean you have a child that has it. we try to make it really clear to people what do you do with this information, and then if there is a medical reason to follow up with your physician, then you should actually follow up with them. but there's a community on 23andme. we give people information about what to do next. for things like lactose intolerance, all these people suddenly realized i had pain, and i never knew why. here's all the foods that have lactose. i need to cut this out. so that's a really simple one

know how to live their lives. >> at the same time, i know you're out hear for dreamforce, mark benioff said over and over that data is the currency. you probably have more data than anyone. now, i have to imagine the health care system, including the drug companies, would love to be able to find out more about what people have. >> mm-hmm. what we're doing, so we specifically look at an opportunity like that saying, we have over a million people who are engaged. and everybody in this world knows somebody who has a disease. and everybody wants to have an impact. depression study where we had hundreds of thousands of people participate, voluntarily participate in the study, to make discoveries that led to novel genetic variance in depression. what we find is that people want to see the needle moved in health care, in having better therapies. so we partner with pharma companies all day, and not only do we partner with them, we hired the former head of r&d from genentech and do our own

of our customers who had sarcoma come in and say, can you help us do something? we want to do something. if i can create a novel therapy for them, i've just returned a huge amount of value to those customers. >> i know a lot of immunotherapy companies that come on "mad money" have been saying, look, i know these companies really want to partner, find out what might have these genes, and solve it ahead. is that a pipe dream, or is it going to happen? >> that's going to happen. without a doubt, that is going to happen. i would say falls in our research category. those are the types of partnerships where we are doing deals with pharma partners, looking specifically, are there customers who are responding to medication, not responding to medication, have an adverse event or don't have an adverse event. i believe in the next ten years, hopefully you'll have all medications where you can look and say, do you have this genetic variant, and what does that mean for you, and do you respond to a therapy, and do you not? and in areas like depression is

have to go through multiple different rounds of therapy. it would be so much better if i could just say, hey, you're likely to respond to this and save you that sort of -- >> the holy grail of the system. >> right. that's where i think -- 23andme represents the consumer interest both from the fact that they want to be proactive in their health, but also proactive in research. so we're doing research on all kinds of topics that are not otherwise funded by nih or by pharma companies where i can look at a host of generic drugs and see are there reasons why you should take a medication and you should not te medication. >> i am sure that people -- there's some people worried. they say hacking and they say what happens if they have my information and it's hacked? other people would be saying, they promised more than they deliver. how do you reassure people that, look, your data is private. people aren't going to get it? >> mm-hmm. trust is key for 23andme. since day one we said we will have no business if we can't do

customers. that said, we've hired an engineering team that has structured the database in such a way that you know your personal information is separate from your genetic information, and that we always give our customers choice about what is the information that they want to give us. there's always an ability to opt in, and there's also always the ability to opt out. so you can't undo a research project that's happened but if you say i no longer want to participate, i want to delete my data, we always give you that opportunity. >> the last question i wanted to ask is this is such an obvious thing that's going for the system. state government, federal government, who is working with you to be able to make it so that the people can't afford 23andme can get it and how do we get it? >> one of the best programs we just did was a partnership with the state of nevada where the governor's office, came together and said population health is really important, and we're going to identify people with, you know, look at their genetics, look at the environment, look at the diseases and the health they

information to say, okay, for instance, you know, who is high risk for prostate cancer? who is really at risk for breast cancer? there's the debate on mammograms. who actually needs a mammogram at 40? who needs it at 50? we're not all the same at 50. so how do i actually use genetics, environment, and your health history to help, you know, decide who should get what is when? there's no woman i know who is like, i'm 40, i'm dying to get a mammogram today on this beautiful sunny day. it would be much better if it's factors, you really need to do this. i think when that kind of preventive information is truly personalized for you, people are going to follow up much better. >> okay. i can't resist. i have to tell you you're from the business. you're an unbelievable analyst. you're in a hedge fund. by the way, i know there's some business genes in your family, it's worked out pretty good for you. >> considering we come from an academic family, not most

company, and you're saving a lot of lives. >> thank you. >> not bad. that's ann wojcicki. she's the co-founder and ceo of 23 and me. stay with cramer. ments. by choosing flonase, you're choosing more complete allergy relief and all the enjoyment that comes along with it. when we breathe in allergens, our bodies react by overproducing 6 key inflammatory substances. most allergy pills only control 1. flonase controls 6. and six is greater than one. more complete relief means enjoyment of every beautiful moment. flonase, six is greater than one, changes everything. ? ?living well? rise above joint discomfort with move free ultra's triple action joint support for improved mobility and flexibility, and 20% better comfort from one tiny, mighty pill... get move free ultra, and enjoy living well. incredible bladder protection in a pad this thin, i didn't... ...think it would work, but it does.

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>> it is time! it's time for a very special san francisco lightning round on "mad money"! you'll hear that sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." let's start with steve in ohio, steve. >> caller: good afternoon, jim. got a question about a cramer fave. about two months ago they

down about 15% since then on no news. what do you know about amn health services, ahs? >> i talk to susan salka pretty regularly. i don't think anything is wrong with the stock. i think it's a terrific hospital staffing, medical staffing. it's the right place to be. i would be a buyer of what susan salka is the ceo of. let's go to jim in new york. >> caller: hi, jim. how are you? >> i am good. w >> caller: great. i want to know about mdxg. would you hold it or would you sell it? >> it is on my list of companies to look at. i am not there yet. you know i like the medical device companies. let me do more work and come back. duly noted. we got to do some homework there. brian in illinois. brian. >> caller: hey, jim. thanks for your hard work. i got into randgold at 115. it's pulled back a little bit. buy, hold, sell? >> listen, we own randgold.

you own randgold as exposure to gold. gold has been rocky. they have not had -- the last two quarters, dr. bristow has not delivered. how do i know that? because he would tell you. do i still want to be with them? they are the fastest growing large gold capital in the world, i think it's a good proxy. hold on to it. buy more below 90 -- well, i would buy some right here. james in california, james. >> caller: cramer, i was wondering after recovering from near bankruptcy along with november's earnings release and the major election, how do you feel about pacific ethanol out of sacramento? >> not a fan. not a fan. too speculative for me. not just -- i just don't think it's a good enough situation to put your money in. kim in new jersey, kim. >> caller: booyah, professor cramer. how are you doing? >> i'm doing well. how about you, sir? >> caller: great. great. my stock is hig.

write downs. the next quarter is coming right up. what about the situation of the stock? >> undervalued. undervalued. just understand that my favorites in the group are more inclined towards a much broader aig, but i do like hig. a lot of people still think it's a takeover name. i think you own it for earnings. lou in new york, lou. >> caller: hi, jim. i'm a retired action alerts subscriber. taking a hit lately, do i hold on to my large positions in con ed and at&t? thank you. >> my answer to that is absolutely yes. and con ed below 70, i'm a buyer of that and at&t. that, ladies and gentlemen, is the conclusion of the lightning round! >> announcer: the lightning round is sponsored by td ameritrade. ou sound great. move over. easy booger man.

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pampers. unlike ordinary diapers with two layers, pampers have three absorbent layers to stay up to three times drier, so babies can sleep soundly all night. wishing you love, sleep and play. pampers. this market just doesn't seem to want to quit, and it's worth spending a few minutes describing why because i think this could be a sign of real strength and not merely short covering, meaning hedge funds

positions that were meant to bet against the market. first, i've been rooting around the apple story of late and not just because of the bad news about the samsung galaxy or the fact i still don't believe the positive flow of customers from samsung to apple is reflected in the stock price of the world's largest company. i think the phone remains supply constraint, and the numbers and therefore the stock could both be too low. today's 84 cent rally to $113$.89, i think it's more of an harbinger for gains ahead than anything else. second, it's so dicey to bet have takeover talk involving companies worth $20 billion, $30 billion, and many times the rumors are given great credence. sure, twitter has come off because it seems to provide a level of toxicity to whoever is thinking of buying it. but have you noticed that nxp semiconductor keeps going higher, in part because rumored suitor qualcomm's stock won't quit every time this potential deal is talked about. that's a huge positive given that nxpi is a $35 billion company.

because qualcomm would only be paying 15 times earnings even if the deal gets done at 120 bucks, up about 17 smackers from where it is now. how about a major deal breaking down? lam research's bid to buy kla-tencor, and yet both stocks do well. lam wanted kla badly, but they ran into the buzz saw of the justice department's antitrust division. yet lam's stock has soared four points. shouldn't both stocks be down? no, because the semiconductor equipment business is so strong, and these two companies are spewing cash. i have always been partial to lam, you know that. they've been on this show many times. and i remain that way with the stock north of $100. that's an all-time high. how about this big jump today in the baltic freight index? that's a huge important gauge of chinese imports, up 46 to 915. is it any wonder why the rails keep roaring? they ship commodities. many go to china. it looks like china is doing a lot more business than maybe we think. then there's the ipo of coupa software.

your technology spend. so many companies spend fortunes on tech and have no idea if it's paying off. cuopa gives them a solution. the stock closed up over 84% from where it came public, joining twilio and acacia in the big ipo winner's circle. and you know i still like twilio and acacia. don't forget the nation's snapback in the bond market equivalent stocks. kimberly-clark, clorox. they've stemmed their declines. they've been pretty heavy lately. may i suggest you buy something in my charitable trust? pepsico, which came back nicely today after opening downth wake of a very solid quarter not that long ago. look, they all can't be as good as constellation brands, which gave you some incredible results yesterday and rallied again today on the back of last night's interview with ceo rob sands, which convinced me he has another winner, this time in the high-end whiskey department with the purchase of high west, a boutique brand that sells amazingly well in my neck of the brooklyn woods. i'm a tavern owner. i get this stuff. but pep offers an almost 3% dividend yield, aggressive buyback, expanding margins, well run. not to shabby.

buy stocks or a hard one. right now it's feeling pretty easy. take a look at whole foods. this darn thing is being rumored higher on takeover talk with kroger. nobody knows the reality here but the huge volume indicates many believe the franchise is undervalued, not unlike the takeover wave that swept over netflix that last five days. why does this kind of thing matter? because in core earnings, neither netflix nor whole foods is inexpensive. but when you can find companies that can be conceptually undervalan undervaluation, even when they were already expensive on an earnings-per-share basis, then you have a powerful thrust that can send stocks higher before anyone has time to ring the register. that is, alas, an optimal situation.

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tomorrow we'll be right back here in san francisco with more conversations, some of the biggest names in technology.

bull market somewhere. i promise to try and find it just for you right here on "mad money." i'm jim cramer, and i will see you tomorrow! i talked to my detective captain today and i asked him, do you have body bags? are you prepared for mass casualties? because if people do not leave and we get 140-mile-per-hour wind home places, we're going to have falities. >> we dealt with charles, frances, jean, wilma. this is like none of those. >> we can rebuild homes, we can rebuild business, i think of my own family, we can't rebuild a life. >> right now, hurricane matthew is lashing florida's east coast with dangerous winds and a potential superstorm sandy like storm surge. >> more than 2 million people evacuated. tens of thousands without power