the way people just go with coca-cola or pepsi. even if you like it.issa: i feel like you cannot compete with the ecosystem the both of everyone else of the market and then have the pricing power. as the consumer i may or may not end up with the best product. i definitely in the but the highest prices. >> you may have to choose between prices and features because they're is a movement in asia and the emerging markets to incredibly low price cell phones. the negative views. so you have t home market for smart phones that might cost $100 before subsidies. you might decide to make fun going for price there are a hundred options or other funds i could get. melissa: what i wonder is to is the next victim. i'm thinking of netflix. it looks like the same movie that we ve seen so many times, whether it's blackberry or paul. >> i'll tell you. melissa: here comes amazon. apple is sitting here. they're both going to gang up. right now a lot of people love netflix. they recreate their business. it's pretty fantastic. the bullies are coming for them. >> i think net

coca-cola, pei and dr. pepper... all saw de e >>> americans believe it or not aren't guzzling down soda as much as they used to. the makers of coca-cola, pepsi and dr. pepper all saw declines in soda sales in the 2nd quarter in north america. the declines are part of a multi-year trend. one industry tracker says per capita, soda consumption has been slipping steadily since 1998 as more people worry about gaining weight. to make up for the declines, companies are relying on their bottled waters, teas and sports drinks to boost sales. >>> now for a look at what's ahead on the "cbs evening news," scott pelley is in new york. >> in the gulf a natural gas well is on fire this evening after an explosion. we'll have full details on the threat to the environment tonight on the "cbs evening news." ,,,,,, (sir can-a-lot) good day, ma' lady. [muffled] i am sir can-a-lot. i am sir can-a-lot, here to save you from another breakfast bore. wake up those eggs with glorious spam! (woman) hmmm... that's actually a good idea. [nervous giggle] (male announcer) break the monotony. for more fun ideas visit spam.com. first wait till summer. then get the cars ready

or under $56. i love dpz long-term. - what about pepsi? we heard disappointing news from coca- cola. will it be a different story for this stock? - it should be interesting. we've been talking about mondelez possibly getting bought out by pepsi. they need to grow their brand. pepsi isn't really as earnings trades as much as the other ones we've mentioned. i'll be looking to get long pepsi on a pullback. right up here around this $86.50 level, i just want to be on the sideline, but on a pullback, i would look at it. - what do you think about the pepsi story? pepsi has more going than just soda. soda drinking is down. americans are weening off of soda. what do you think? - they're in so many different brands. they also own frito-lay as well, so they're in the snack business. they're international. as we see commodity prices going lower, this should help pepsi a lot. with corn prices going lower, that's good for their snack line. so pepsi is doing the right things. they're getting news about buying mdlz, so i've been trading mdlz to the long side. it should be interesting. international

or san mateo bridge. we'll have more "timesaver traffic" in just a little bit. >>> americans are not guzzling as much soda as they used to. the majorrers of coca-cola, pepsihe makers of coca- cola, pepsi and dr. pepper saw declines in the 2nd quarter of sales in north america. it's part of a multi-year trend. one tracker says per capitalta, soda consumption has been slipping steadily since 1998 as more people worry about gaining weight. to make up for the declines, companies are relying on their bottled water, tea and sports drinks to boost sales >>> the bay area legend many believe the winchester mystery house is haunted and now there may be video to prove it. >> that would be absolute proof. [ laughter ] >> sharon chin takes us inside to show us what happened. >>> reporter: the dining room chandelier shook for several minutes according to chris turner the only witness. he shot this video from behind this glass door just before closing three weeks ago and showed staff member lindsey huffman. >> we weren't having an earthquake. there was nothing to explain what was happening. >> reporter: moments before tour guide suzanne hirsch said she and her four visi

or cold to drink a coca-cola. how about a bottle of water? jim, you talked about it earlier. pepsi is up 22% year to date. >> better model. >> coca-cola up 11. pepsi has salty snacks. you eat the chips and get thirsty and reach for a gatorade. that's the model. coca-cola doesn't have the driver. >> pepsico, i can't wait to see. they said the weather was a problem in india. well, let's see how mountain dew does in india. >> that's what they need in the emerging markets, more caffeinated stimulation. coca-cola is a great company. >> at 36 i'm going to say go buy it so i don't want to do that flip-flop. >> a more fundamental consider. i know you love celgene. >> a little bit self-serving because it happens to be one of -- >> i'm offended and appalled that you would pest it. >> j&j, i don't know a lot about what america is going to look like in 30 years. i do know this, we're going to be older and we're more likely going to be fatter and three of the top 100 names are biotech, j&j doing well, any 20-year sector better than the aging demographic, fatter, healthier, prescription drugs fo

losing market share for coca-cola or a global consumer slowdown of sorts, and maybe both, because if you look at the soft drink category, it is not looking like obviously that pepsind maybe a little bit of it, but nobody is gaining on coca-cola's woes here. back to you. >> in fairness to them, bob, the rains were quite bad in germany and people died. it was really, really bad. >> in germany, but latin america. >> okay. take the point. >> and in the pacific. >> and bob says that the competitors are down today as well, and the important point is that it is not a case where coke is down and even else is rallying. >> right. >> and thank you very much. >> and also, to another corporate story, the shares of goalman sachs are down in negative territory despite on the face of it a huge earning beat, and the profits more than doubling than a year ago, and 81 cents a share above expectations. eric straw is the managing director and leon humphrey is joining us as well, ceo from s&p capital, and folks, you have been listening to the conference calls, and let me kick off a eric, which is the reason they have beaten which is a big surprise of the investment and the lending seg