we could see likely buys like ibm, oracle, emc, microsoft.o you think would be the best in terms of acqui r acquirers and acquiries. >> specifically i view microsoft and imperva as one. emc at a fortnet. how they're focused on the cloud that would fit well. and then, you know, and then again, ibm i view as any one of those sort of three acquisitions. again, you can view palo alto as an acquisition candidate but there's the overhang with the lawsuit. i don't throw them in that bucket. >> can any of these companies develop their own cyber security. why do they have to buy these names? >> they have cyber security, but it comes down to, you want the nicest car out there, the one with the most advanced threat analysis. and at the end of the day these companies have basically built a niche market where there's four to five companies that do what no other company does. for a lot of these bigger players, the oracles -- >> i know cyber security, we see the denial of service attacks and i'm sure there's a big threat out there, but part of me that just

we are watching this also because of emc so whatever they make, emc will likely make because emc owns. but again, this has been a great stock. the question is, anything more? >> they are moving into mobile, certainly mobile device management, airwatch. it's interesting to see how these companies make that move because it's having an effect globally. >> that does it for earnings squad today. we'll be back tomorrow morning on "squawk on the street." tonight, we have breaking news coverage of the turkey central bank decision. that is what is going to move the markets tomorrow. >> thank you very much. >>> on tap, the hottest single stock sector in the market. plus speaking of hot, herb is back to talk some herbalife. >>> later on, if you are expecting a package in the mail, do not hold your breath. a major winter storm could have a huge impact on shipping. that is all ahead. first let's get today's pump patrol. >> the national average for a gallon of regular gasoline today, $3.27. that's down three cents from a month ago but down 22 cents from a year ago at this time. according to aaa. me

. >> it's absolutely the right part of -- emc owns a big part of it.alization software. i like that. i do not care for emc though. i need to go to irene in indiana. ire irene. >> caller: hi, jim. how are you? how do you feel about know know for dis? >> it's a stock i don't talk about enough. i recommended it, i think it's great. let's go to savino in texas. >> caller: booyah, dr. cramer. >> i'm liking that. how can i help? >> caller: my question is starbucks. is it okay debut. >> i think howard schultz said there's no immunity from the mall slow down and he is saying that starbucks is doing poorly. welling they're doing well. he's one of my bankable 21 in jim cramer's "get rich carefully" which i'll be autographing tomorrow night at the "y" in manhattan. i think it can give or take a point or two. let's think big. zooey in washington? >> caller: mr. cramer. thank you so much. i watch your show every day and i'm learning. >> okay. >> caller: thank you very much. i have a g.e. option expiring this year. should i -- >> hold your g.e., they report on frida

that's why i see the emcs, ibms, microsoft looking for activity like cisco source fire. again, i view this as the start of what i view as an active year in the sector. >> reporter: fire eye was considered a possible acquisition candidate, but analysts say the company is now signaling that it's a console day tore, not a take off target itself. josh lipton, "nightly business repor report", silicon valley. >>> still ahead, corporate pension funds are finally getting fit and healthier funding levels could mean stronger corporate profits in the new year. >>> good news for some retirees, corporate pension funds are now in the best shape since before the great recession, and that could help tone up corporate profits in the year ahead. mary tompson has more now. >> reporter: the rally and rising corporate bond yields delivering record relief for corporate pensions last year. >> we had everything working in our favor, lights went down, assets went up. >> reporter: two studies finding pension funding for the s&p 1500 and fortune 1,000 companies topping 90% in 2013. the s&p's rally

this is once again another company that does high-end servers and emc does high-end servers, and i've got to tell you, i think the marketplace is crowded. i don't want to own it. let's go to miles in pennsylvania. miles! >> caller: big boo-yah to you, jim. spwr. >> i'll see your sunpower, and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> as we kick off the new year, we want to get a sense of where >>> as we kick off the new year, we want to get a sense of where the averages are headed over the course of 2014. last night i took you through the dow jones industrial average, stock by stock with a classic bottoms up analysis. we like what we saw. today we're doing something different. a special friday edition of "off the charts." we're going to use the help of bob lang, a fabulous chartist at the street.com as well as the founder and senior strategist at explosiveoptions.net. before we get down to the nitty-gritty, let me take a moment to tell you why we go off the charts every week here on "mad money" a

this is once again another company that does high-end servers and emc does high-end servers, and i'verowded. i don't want to own it. let's go to miles in pennsylvania. miles! >> caller: big boo-yah to you, jim. spwr. >> i'll see your sunpower, and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. >>> as we kick off the new year, we want to get a sense of where >>> as we kick off the new year, we want to get a sense of where the averages are headed over the course of 2014. last night i took you through the dow jones industrial average, stock by stock with a classic bottoms up analysis. we like what we saw. today we're doing something different. a special friday edition of "off the charts." we're going to use the help of bob lang, a fabulous chartist at the street.com as well as the founder and senior strategist at explosiveoptions.net. before we get down to the nitty-gritty, let me take a moment to tell you why we go off the charts every week here on "mad money" and why i devoted an entire chapter in my book.

this is once again another company that does high-end servers and emc does high-end servers, and i'vell you, i think the marketplace is crowded. i don't want to own it. let's go to miles in pennsylvania. miles! >> caller: big boo-yah to you, jim. spwr. >> i'll see your sunpower, and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. who found a magic seashell. it told him what was happening on the trading floor in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a...shell. get live squawks right in your trading platform with think or swim from td ameritrade. amazon started in a garage. hewlett packard, and disney both started in garages. mattel started in a garage. ♪ the ramones started in a garage. my point? you never know what kind of greatness can come out of an a

don't forget, that's one of the areas, storage and cloud those are areas -- >> amazon, emc, microsoftto own a utility, i'll buy a utility. >> i've got to go to the desk. dr. j, who made the most compelling argument here? >> i'm going to guess that andrew wellington would look at an ibm and think this one's awfully cheap, judge. i'm going to buy it based on that, steven. not because pete's my brother. but virginiaromity has to perform. >> is that a spray tan or real? >> i was in hawaii for a little while. it was a 50th birthday present for me like anthony i just came back for a while. >> whoa, the lights went out. thank you. i was just checking. tell us on that debate tweet us. we're going to give you the results at the end of the show. from old tech to new tech, investors focus this week on the consumer electronics show out in las vegas to get a sense of the next big thing. byron deeter is a partner at bessman venture partners and number 29 on the forbes mightest list. good to have you on the show. >> thanks, scott. like you i'm a sports fan and business junkie and great time for both

they included boeing, emc and tupperware. those are steep declines. but remember, we're in a down market in january. if we were in an up market, those stocks would still be down today, but not nearly as much. back to you. >> many thanks, bob pisani. here is a question. one question out of many. is the fed taper slamming down u.s. stocks and foreign exchange currency around the world? is it the fed's fault? here is my great friend steve liesman. is the fed having an him pact on the stock market and the global currency sell soeoff? >> the currency selloff ypuzzle me. they blamed it on the fed, so it was a bit of a puzzle. the best read i have from the sxerp experts in the field is that there are political issues. ukraine was not really related to turkey, but the overall backup of the federal reserve withdrawing that liquidity seems to have exacerbated the problem. >> i agree by the way. i wrote a column that a lot of these emerging market economies have been moving to the left lately, abandoning free trade principles. not everyone agrees, but that's wha

. >> amc down -- emc down -- first not what people expected.an to take charges tied to the elevation of about a thousand jobs. after making an acquisition to beef up its cloud-based offering. they hope it will secure deals distribution.vie >> salaries down as they announced they will pay a special dividend of $300 million. they may also sell some real estate. pressure from dan loeb trying to improve their position. >> at&t down one percent, still considering a takeover bid from vodafone. at&t will probably have to wait out the deadline for making that offer. >> there is a lot of moving parts on this stuff. thes interesting -- interest in cable systems in the u.s. and europe -- you have charter and liberty and at&t. very interesting. >> you remember when deutsche tell bought vodafone around 2000? it was heralded as the great merger. it was going to bring self- service globally and it just never really -- >> that was europe looking west. >> imagine how it's going get away. ,> number four is dow chemical rising three percent after stepping up its

emc, also poor guidance. it's all about guidance. saying let's get away from china and let's go to nigeria or mexico is if china does have real problems you're not going to be able to hind out in nigeria or in a middle eastern bank. that's going to be a major issue here. stabilization in china is very important right now. >> thanks so much. bob pisani. >>> meantime, shares of yahoo! are down this morning. fourth quarter earnings. beat estimates. the company says online ad prices and dip and revenue dip slowed at alibaba. after this quarter is the honeymoon for a ceo marissa mayer. let's bring in senior analyst at hoppen himer and cnbc contributing bethenny mcclain. she wrote "yahoo!'s geek goddess." jon ford joins us this morning at post 9, as well. jason, four quarters now without growth. is that leash, that long leash that she's been afforded suddenly getting shorter? >> i don't think so. i mean, this is a very difficult problem. she tackled running this company. and you know, the first thing that they addressed it was relationship

. >>> emc earning 60 cents a share for the fourth quarter. that was a penny above estimates.ssure this morning after the company gave weaker than expected guidance for 2014. it's down by about 2%. >>> and tupperware reporting fourth quarter profit of 1.$1.8 with revenue also falling short. the maker saw sales down 1% to 3% with full-year sales flat to up 2%. >>> and in global news, deutsche bank says it is on track to reach its profitability targets and plans to strengthen its capital over the next year. the german lender is dealing with a litany of lawsuits and the need for internal cultural change. co-ceo andrew james sitting down with our cnbc europe colleagues this morning. among the topics discussed, emerging markets. >> emerging markets covers a very broad swath of countries. the ones that are most affected are the ones with high deficits and a big dependence on international capital. clearly they have experienced some volatility in equities, in their foreign exchange and also their interest rates. yes, we believe that volatility will continue. particularly as when u.s.