mark mahaney joins us now. break downs that you would buy and break downs that you would be ware of. let's start with you would be ware of. a lot of these are smaller cap stocks that have seen crazy run ups. >> i don't think it's a buying point here. you have yelp, the truly is that we are running too fast, too far with the local mobile social themes. we would not be buyers. we would, however look at utility names. i refer to the online retail utility. that is google video utility. some of those names i think are presenting attractive opportunities. i don't think they are aggressive but they are more aggressive than others. we particularly think there is is a lot of valuations. google and price line. >> what is the catalyst of names that you like? is it going to be earnings? what stems the decline in your view? >> some of these, we like them specifically because of the new catalyst. facebook as you already know, the s&p 500 in the fourth quarter, so clear identifiable catalyst. >> but wait a second. that's a co

you see a 1% gain on facebook after the third quarter earnings after the bell, but you heard mark mahaneyof the he has a $60 price target. >> fast r facebook looks like a strong stock. it closes at $50 a share. down from the high hit earlier in october. you know, this is a remarkable stock story. i saw the stock up 18% after they report ad big earnings beat yesterday. and then it was down 5% at one point in morning. it. so it is finishing in the green which is good news. a lot of concern about younger teens pulling back. david: no doubt about expedia in the green, way in the green. up 20% at one point. good earnings, right? what a winner. good earnings. broker after broker upgrading price targets on the stock. bank of america merrill lynch upgrading them entirely. what a winner today. [closing bell ringing] liz: the gang at viacom are at the nasdaq. we have telecom indonesia at the new york stock exchange ringing in the bell and numbers down as we see. stocks finishing up with the dow jones industrials losing about 61 points here. in the blink of an eye went from down 50 to down 61 right

mark mahaney joins us with more from san francisco and what it mean if you own the stock. this i potentially big, yeah? >> could be. we've thought about four major catalysts for the stock embedded in large cable providers as comcast, one of the biggest stock catalysts to come up with. it will not only increase the number of subscribers netflix can get, but reduce it's churn, marketing costs, depends what the economics are. hard to see this as not a potentially big win for netflix in. >> you think it happens? >> it's probably. i think negotiations take a long time to play out. we've seen one cable distribution done with netflix and virgin media in europe. we'll see others because netflix is a video utility. i think consumers will demand it. i don't know if it's this quarter but over the next two years. >> some are expecting with time warner cable because they don't have a streaming offering now. is that the best fit in they do something like this. >> for netflix, any fit is a win. they could develop a switzerland arms deal, those two go together, relationship. if bone or tw

we will play a little buyer beware with abc's mark mahaney. the feeling is not

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