joining us now is dan ives, who covers microsoft at fdr capital. looks like a great quarter. what questions do you have? >> yeah, i mean, it's hard to find anything negative here. these are stellar results in a choppy ip environment. the biggest question for him is what are the biggest challenges in terms of turning microsoft into a cloud company. you finally have the microsoft ship moving toward smoother waters. >> it's interesting that you say what will it take to turn microsoft into a cloud company, because even despite the rapid growth of cloud, it's still only about 3% of total revenues. so it's beginning to take a lot in order to turn it into a cloud company, at least on a revenue basis. >> it's going to take a lot, but you finally feel -- and you've seen this in the stock. this is like a pilot on a plane that's coming into the cloud. you've got office 365, du jour, and the windows ten block from coming out next year. you finally have the products, the strategy, and the ceo that can take microsoft into the renaissance of growth. and you compare this with the dark days w

dan ives. you've been recommending semantic for a long time. >> symantec has not been able to get out of its own way. they finally named a permanent ceo. i think the business is pretty interesting. the stock has not done much for you. you talked about activist investors. i think that's going to continue to be a theme here. i think this stock goes higher. panw still works here as well i think. >> what do you think of these as potential split candidates? >> i think it's very interesting, symantec being one of them. but the vmware, that makes a lot of sense. i look at a that as a potential where it really does unlock something for emc, puts them in a different than where they are right now. suddenly you you've have a lot of folks knocking on the door, very interested in vmw. >> we want to ask our traders who is next to follow. so dan ives had his picks. let's go around the horn here. karen, what do you think? >> well, one that we own and one that i think is really ripe for it is manitowoc. this is

listen to what dan ives had to say about symantec on monday's "fast money." >> well, the storage building has really been the overhang here, and we could see them getting rid of that and selling off the private equity and that is what the investors want to see here that they focus on the s cyber security opportunity, and again, four ceos in five year, and definitely, there needs to be something done here. >> and i want to go to guy adami on the trade, because you have liked symantec for a bit. >> yes, and when they split up the ebay, and turned out to be right, and the same for hewlett packard to fade. and it seems that the cyber business is worth more than the current stock indicates. it is bad palo alto stocks badly, so maybe they need this to get the stock, and so i like the news. >> and billionaire investor carl icahn wrote a letter to tim cook, and requested share buybacks, and icahn defended the position to dday on the "halfti report." >> irs foft all i asked him if he believed the same as a year ago that it is undervalued, and he said yes. after that, i said, you know, it is really