i want to go back to bob peck. when i hear expenses in 2015 going up 50% to 70%, i get worried that it's going to do another big acquisition or spend it on something stupid. >> that's the big reason the stock is down. our estimate was expenses increasing 33%. that's 17% more even just at the low end. the real question though is what are the revenues that offset that. that ultimately will determine what your profitability growth rate would be for the year. we're looking for 35%. look for analysts to focus more there on the revenue side to offset the costs. >> what are you expecting on the revenue side from instagram and what's app? >> we break all this out and when you look at it, you can get a couple hundred million dollars to a couple billion dollars in each one of those things. it depends how quickly they turn it on. they just turned on fan a week or two ago. it also depends on the rois they spend against it. >> all right, bob. we'll check with you later. bock pe bob peck of suntrust. in terms of what we're heari

liz: bob peck, suntrust robinson-humphrey managing director. has been scrutinizing these numbers. hi, bob, this is a great company. just seems like at the moment earnings no matter what they come in for these social media names have engendered a selloff. what do you think about it? can you clear the air for our viewers? >> yes, i think all three are very different story. linkedin, numbers for the quarter look very good. they beat across all revenue items, ebitda and eps. initial pullback for 4-q guidance linkedin notoriously gives lower but ends upbeating. facebook had a great quarter but decided to spend against an investment curve and that's why that pulled back. david: you have a 20% higher price target for the stock. you have $240 price target. trading 200, flatting at 200. are you going to change that target based on what you heard today? >> as we do with every quarter like to flow the numbers, hear what management says, do call back with management. our target is 15 target. we think the stock rises 20% over next year. we'll see how the nu

. >> the aforementioned bob peck with sun trust. the analyst joining us once again. bob welcome back. >> thanks for having me. >> we want to have a broad social media discussion but first facebook because the earnings are the story today. you have a buy on correct? >> yeah. >> and anything to change your mind? wall street seems to be confused not entirely happy. >> the quarterback quarter was good. and they they give the cost guidance. but the interesting part is that is just cost. investing in new products that haven't materialized yet. so when you look at the addressable market of the revenues we calculate about $9 billion revenue opportunity. so if they get about 1 to 2 billion on that it more than makes up of the cost they are spending against. >> so bottom line nothing to change your opinion of this company or where it is going. so let's take twitter. you still have a buy on that stock. >> um-hmm. >> are you going to stick with that? >> twitter for me is very interesting. i think anthony nodo did a very good job ce slates here allowing for buy side expectations t

. >> our thanks to the bob peck of suntrust for sticking with us. i'm >>> 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 a little money. my job is not just to entertain you, but to educate and teach you. so call me, or tweet me @jimcramer. this is the anti-charles dickens market. a market of not so great expectati expectations. when the expectations are not so great, stocks can really rally, as they did today in a glorious overall win for the bulls, with the dow roaring 188 points. and the nasdaq skyrocketing 1.75%. of course, dickens has it right in both directions. those stocks, where there were, in fact, great expectations, a la the stephen king of the victorian era, and the company failed to deliver, or if the stock has run up but didn't beat the numbers handily, well, those got taken into the wood shed. yes,

and when they talked about ad spend, and bob peck has been a bull on here. he was discussing the idea that as they have sold off you can see still there are area where is they got gains and where the gains are going to come is from the brands that are liking what they are seeing. >> jim cramer made great points this morning. of management a really great product someone else could do a better job with. poor execution. what is your take? >> i agree. and twitter is something a lot of people can get tired of. it takes your time and i was on it the other night for a first time in a while and said why am i doing this? there are so many better things i can do with my time. but you can't compare their business model to alibaba. i'd much rather go with alibaba and growth company, that kind of multiple twitter has aren't supposed to see such a slowed down growth. so to me until proven wrong i wouldn't go near it. >> revenue doubled. mike are you liking? >> i don't have a position either way. looking at the pull back in the stock. so i'd be on pete's swied thide that.

bob peck of suntrust. does it bother you that they keep switching the metrics? >> no. i actually like the fact that there is something to buy it for. because if it was just maus, i would not be in the name still. >> doesn't that make you think what am i buying it for right now if the next metric to look at is one that hasn't been identified? >> well, that's the question. if it's something they need to fabricate, i don't think that's the key. the key it is was mopub originally when they couldn't get up to snuff with maus. now we're looking at lauged off versus logged on. when you're looking at a link and you get driven into that twitter hub, i think that has to be quantified. i think it's a matter of time before they quantify it. it's not that's it never going to be quantified. i'm still in the name. >> we'll keep track of twitter here. it is down by nine 9 plus%. >>> oil prices dipping below 80 bucks today. but this are factors brewing that could lead to a virtual oil price collapse, as in 10 bucks a barrel kind of collapse. he'll explain. that's next. >>> buffalo wild

do you want to take on some of what bob peck said. >> i respect jeff bezos but i have no interest in owning amazon. i like profits and therefore i'm a huge alibaba bull. i own alibaba and i think it's interesting that amazon's been weak all year as the kind of the drum beet alibaba ipo has grown. when people got to look at alibaba, how big it is and how profitable it is. it sort of made people go back and scratch their heads and rethink how they hold jeff bezos and amazon up on a pedestal. for years we've just taken it that they can lose money and it will all work out in in end. and then looking across the ocean and see this other company in china of all places where you are supposed to have zero margins and they are even bigger and a heck of a lot more profitable already. so it comes back to you like well is this amazon approach really the right way to go. >> eric it's josh brown. how are you? >> hay josh. >> you would hear things like alibaba wants to get involved with north america. alibaba can try to replicate what amazon has built and they will get there slowly but surely. amazo

they are naming a new ceo, art peck, will now be the new ceo of gap. bobisher will be chairman of the board. a lot of management changes happening at gap. investors don't like it. all this buried in the release which was september same-store sales. gap has been a sales comeback over the last year or so. investors don't like with they're seeing guys. basically september sales were flat. not a big part of this but again a huge management shake-up with regard to gap. remember they own banana republic and old navy. a lot of our viewers know the names. now you see the stock. guys, there you go. shares of gap getting hit in after-hours. liz: cheryl, thank you, down about 7, 8%. ebola stocks. stocks related to drugs that may or may not work have been trading with insane volatility. david: yeah, a lot of volatility. let's head back to nicole petallides. she is on the floor of the. nicole? >> look at some names related to drugs. they're developing vaccines as well. key merix has been the one in focus. it had huge swings. it was up 10%, down 10%. look at tekmira and

bob fisher. he founded the company with his parents, has been involved for some 35 years. now, i just spoke to both glenn murphy and art pecklenn murphy tells me i informed the board that i couldn't make another long-term commitment to the company. i'm proud of the team's accomplishment but i can't be here long enough to architect more strategies and see them through. mr. peck says that there won't be any big changes in strategy. he and murphy have worked very close together in the seven years that murphy has been there. art peck has been at the gap since 2005 and he has been the leader in the digital space, a key growth area for the gap and lots of movement today and again just to reiterate the headline, glenn murphy is retiring effective february 1st. same store sales flat for the month of september. back to you. >> all right. kout courtney, thank you. is it just that time of year or a real weak consumer retail traditional retail spend story going on here? >> i'm sure more details are forthcoming and at the same time the lang wang, the description of why he left, i don't want to speculate. sounds like there's something go