emc is incredibly depressed but that's what you have to look at as a selloff. >> i think it is hb doing peter. >> yeah. >> that wasn't on the radar screen anywhere, that hp could do great. >> coming up, cnbc's phil le but a has a report on what's sending boeing to soar to new heights. >>> and what lies behind that curtain could be your best money-making opportunity right now. it's our saucie trade of the day. that's a hint, and you'll have to stay tuned to find out what it is. much more "fast" straight ahead. ♪ ♪ [ female announcer ] you're the boss of your life. in charge of long weekends and longer retirements. ♪ ask your financial professional how lincoln financial can help you take charge of your future. ♪ in here, great food demands a great presentation. so at&t showed corporate caterers how to better collaborate by using a mobile solution, in a whole new way. using real-time photo sharing abilities, they can create and maintain high standards, from kitchen to table. this technology allows us to collaborate with our drivers to make a better experience for our customers. [ male anno

we prefer emc.cott, one kind of practical tool, if you're investing and you say you've never seen anything like this before, you should not be in the market. >> right. okay. final trades next when we come back. like in a special ops mission? you'd spot movement, gather intelligence with minimal collateral damage. but rather than neutralizing enemies in their sleep, you'd be targeting stocks to trade. well, that's what trade architect's heat maps do. they make you a trading assassin. trade architect. td ameritrade's empowering, web-based trading platform. trade commission-free for 60 days, and we'll throw in up to $600 when you open an account. ♪ i hear you... ♪ rocky mountain high ♪ rocky, rocky mountain high ♪ ♪ all my exes live in texas ♪ ♪ born on the bayou [ female announcer ] the perfect song for everywhere can be downloaded almost anywhere. ♪ i'm back, back in the new york groove ♪ [ male announcer ] the nation's largest 4g network. covering 2,000 more 4g cities and towns than verizon. rethink

emc in the last few months at least in the equity market, you look at the comparison, has really cleanedrms of gains in the equity market, but even the nerves about what's moving forward and the lack of really clarity and vision into what's going on in europe is spooking investors of emc today as well. down 5%-plus. i'm a fan of both tiffany and costco and the costco people i can see ringing on the hook, you can get jewelry at costco but you can't get a case of 20 paper towels at tiffany. >> well, we were just talking about that, the guest and i. imagine if tiffany operated like costco and you walked out with a crate of diamond rings. that would bring the cost down. thank you, brian. tiffany is down hard today on their earnings wile cohile cost up sharply on better than expected numbers. do you go with the luxury side, with the discount retailers right now? that's what we're talking about in talking numbers on the technical side. it's barry sign with drexel hamilton and on the fundamental side is joe feldman with telzy advisory group. what do you think? tiffany for costco? >> tiffany sto

the next six years the city is planning six fire academy class is cutting down overtime and adding an emc class. the fire department will not boost numbers of new recruits will fill the void expected from a lot of retirements in that department. and also cut down on significant overtime costs. this will all be outlined in the mayor's budget. a two year budget that he will unveil tomorrow. >> thank you. >> a fire that destroyed an old home in oakland this morning burned so fierce that even firefighters had to back off. the home was abandoned long ago but patrick tells us that it was not vacant when that fire broke out. >> when we got here there was heavy flames, the second and third floors. >> after 4:00 a.m. the statins old abandoned victorian went up in flames. close to the intersection of 20 avenue and martin luther king boulevard. >> we had crews going to do an interior attack, what was a typical was that a lot of the ceilings were covered with plywood. so the plywood, you cannot get through is typical tools. >> the fire started in front on the second floor and quickly spread to the th

>> of the two, we like emc. it is under $25, it starts to get very attractive. keep winning not just on the storage side. that is one we would look to buy along with apple in large cap tech. >> amit daryanani. we will talk to you again soon. >> trade these names for me. clearly, apple is having a dramatic impact across the entire space whether it is hewlett-packard or dell. that's where the story should be centered. >> i don't think you will hear meg whitman say something like, we have not addressed what people really want. people are going where we are not making products. i think meg whitman is going to announce the cuts. i this i that counk that could e catalysts for a turn around. you look at hewlett-packard and juniper, some of that is dollar strength. i don't know if that ends immediately. i think they are at the lower end as far as the dollar continuing this torrid pace it has been on. >>> we have a real time trade that's a way to pay the facebook face plant. take a look at the euro. we have been following the weakness throughout the day. here is the pict

at the high end, we like emc. we think both could be beneficiaries in a portfolio. i hold it personally and we hold it broadly across the firm as well. i think data is a theme that investors need to be aware of and get ahead of. >> david, thanks for coming on. >> thank you. >> david goerz, thank you. home depot, they hold apple, exxon -- >> eight largest holding being apple, you wonder after the big trim off the highs of the lows, did he shake? i see an almost 7% position right now. >>> coming up, is a decisive decision for europe ahead? that's after the break. i haand then i have eleven my grandkids. reak. right when you see them, they're yours, it's like, ah, it's part of me. it's me again. now that i'm retiring they all have plans for me. i'm excited. and how much the people in your life count on you. that's why we offer accident forgiveness... man: great job. where your price won't increase due to your first accident. we also offer a hassle-free lifetime repair guarantee, where the repairs made on your car are guaranteed for life or they're on us. these are just

i bought today, and then i went back in the old favorites, the mariano riveras of technology, ibn, emc, back in those again today. >> would you also abandon energy here, mike, especially with crude down about 16% for the month? >> yes. i think energy has been broken, and, you know, we've talked about it on the show before. stay away from energy, but i'll take the other side on the builders from joe. i think toll and lenar, a lot of people have been short the names. we've been long the names and they have performed really well. are they going to turn the markets are? is it reversal and the buildlers turn the market around? what leads the overall market higher and away from this 200-day moving average that steve talks about? >> when i'm long toll brothers i'm long to make money in the trades. the builders you can invest and make money. will they spin the entire market around? no, but that's to the question. i think in this market right now have you to look at what's working and that's getting in, getting out, looking at pullbacks and buying them and selling rips. you buy dips and sell ri

emc does that very well. the stock got clocked because of disappointing earnings.lt in. we think the stock deserves a bounce. >> you can see the clocking

look at intel, cisco, emc.llary companies in the same businesses that would be in that raenk. i don't think he would frown at those. >> let's leave it there for the moment. michael will stay with us. and stay tuned because warren buffett will be taking your questions on u.s. "squawk box" for a full three hours. that action is going to kick off at 6:00 a.m. eastern time. and still to come, facebook kick off its highly anticipated road show in new york today. so how strong will demand be for the biggest tech float ever? more on that next. all energy development comes with some risk, but proven technologies allow natural gas producers to supply affordable, cleaner energy, while protecting our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy t