emc sells those. activist shareholder took a sizable position in the company, elliott management and talking about having emc spin off vm ware subsidiaries. we think some of the parts is worth more than what it's trading at today. liz: that's your expertise coming into play. halliburton, hal, up 42% over the past year. it's already doing well, and i get nervous when people come on and say buy. it's very close to the top. you feel there's an opportunity to scratch out even more gains here. why? >> i think so, liz, it's not as cheap as it was a year ago clearly, but the energy renaissance story we are very bullish on we think has a long runway. and halliburton has a global footprint but principlely disposed to north america energy assets and being an operator and oil manager particularly growing fields of energy in the united states, we think positions it well for continued growth, and so we like halliburton at today's valuation. liz: tough to have a good, solid rally without the financials playing alon

he said the emc federation is very important. vm ware being a part of it. do you know this meeting has taken place? are you invited to take part in that federation of kansas that tucci says is so important? >> yeah, i believe that meeting has occurred. em: has met with elliot. i didn't participate if it. i have gone on record saying we believe the federation model is clearly the best one for vm ware and the federated company. we sea value and the financial and structural models right in our reach right into the market with customers an even this week at vm world, we announced products and capabilities we have done jointly with emc. we are comfortable this is right for today and into the future. >> the bottom line is you would be against emc spinning off the vm ware? >> we believe we are on the right course with the structure we have today. we see value every day from our examiners, our shareholders and our authority. >> great to speak with you. thank you for your time. >> since 2011, if you woke up january, 2011, bought vm ware, guess what, are you flat. it

they are exactly what ails emc. emc's too much of a focus on disk storage.e is the leader in flash storage. i think this stock goes to the mid-30s by the end of the year. >> you can get half a percent in cds instead of the cash. >> what are you looking to pull the trigger on, josh? what's on your radar in terms of, you know, if i were to deploy this cash, i would look to buy x, y and z. >> listen, you know, you look at past market environments like this one, the midcycle of a bull market, a little bit of rate uncertainty, look, 1994, you had a 10% selloff in stocks for no reason. earnings were growing by 20% that year. it just happens. you look at '98, you had a huge correction come in the late summer because of russia and asia. so anything can happen. and if it does, it's stocks like google that i want to be involved with. i don't want to be stuck with, you know, second and third-tier names that i bought just because everything was working. right now everything is not working. there's a lot of disparity between sectors, between geographies. and that auger a

. >>> no comment from outside lands music festival or the we park and r emc department. we checked with police and they say it was a well behaved crowd with no major incidents to report writing about 135 trespassing citations and trying to sneak in. one felony arrest for narcotics and one was arrested for selling fake tickets because there were some counterfeit tickets going around especially on friday. >> window washers in santa clara are doing something special for patients at a local children's hospital, with employees doing their duties dressed as have man and spider man. they got the idea after they dressed in super hero costumes and visited the parent. the kid were so eager they decided to brighten their day and dress up while working. the escalating situation in iraq with the latest move to protect kurdish forces from islamic militants. >> a deadly accident involving nascar driver tony stewart and what authorities are asking for from fans. that could lead to criminal charges. maybe. >> passengers run for the emergency exit. what caused a plane to screech to a halt

emc is giving dropbox stiff competition.on spoke with the simplicity general manager about what they are doing. >> productivity is a big problem. users -- if you think about what is happening in the enterprise, i.t. is looking to provide secure systems but the secure systems don't have a good user experience and one of the most insecure things you can do is give a secure system a bad user experience. then users will go to other tools. that puts intellectual property at risk. >> i look at the news that apple is doing a content delivery network as evidence they may be thinking about this exact kind of service and thinking about ways that icloud could offer a solution like yours. >> the nice part of those vendors like apple is we treat every platform as a first-class citizen like android or ios or windows. apple does not do that. we are focused on the enterprise needs. in time, you will see these markets develop capabilities that will be very different. we might have capabilities very focused on the individual while they are at

you have a number of stocks here, i'll baccarat el them off, mckesson, union pacific, emc, haliburton and comcast. the biggest is union pacific at 1.8% yield. mckesson and halliburton, they have a yield, it's not significant enough to say i bought these stocks for the dividend. you bought them because they're fantastic companies that happen to have a dividend. is that not true? >> no, grasshopper, no, there is increasing cash flow every single quarter. i know with certainty, their board and shareholders will increase the cash payout in the quarters ahead. i don't buy dead companies, guys, you know this with certainty the only thing with certainty is free cash flow, you know what it is. >> fair enough. >> cash matters. >> and this got started just so we can help the viewers a little bit. i was talking about bond yields the first time we had this discussion. i was under the impression. i am still of the belief that yields are going lower. i think one of the things you said is why would you want to be in a ten-year treasury, we can be in stocks that have yield my point to you then was i

the recall effects chevy trail blazers, buicks, emc and the sob model 97-x. >>> the founder of lulu lemon will sale his stake in the company. advent will get two seats on the board of directors. lulu lemon trying to bounce back. >>> stocking up on school supplies. coming up in 20 minutes the big giveaway happening in a few hours and why dozens of people lined up in the middle of the night. >> they've been missing for 36 years. the surprising discovery of cremated remains from the jonestown massacre. see they're called winglets. at the end of the wings? winglets may not look like a big deal, but those little do-hickeys save about 54 million gallons of fuel a year. you know what that means? $73 airfares. thank you, little do-hickeys. for a limited time only, southwest airlines is offering flights starting as low as $73 one way to select destinations. if it matters to you, it matters to us. book now online, only at southwest.com. >>> the cremated remains of nine victims at jones town have finally been found. the remains were found at a funeral home in delaware. they were marked with names an

>> caller: listen, a few years ago i was going to buy at 12%, emc.et it go up to $25 and change. i've been holding it for a couple years. it was stagnant for a while. now it's moving. >> it up a point or two. but that's it. that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. turn your pictures into stock advice. the next time something connected to a company you follow camps your eye, take a photo and tweet @jimcramer with the hashtag stock picks. he will give his take on the bigger picture. it's cramer's stock photography. ♪ ♪ ♪ [ tires screech ] chewley's finds itself in a sticky situation today after recalling its new gum. [ male announcer ] stick it to the market before you get stuck. get the most extensive charting wherever you are with the mobile trader app from td ameritrade. wherever you are with the mobile trader app your studied day and night for her driver's test. secretly inside, you hoped she wouldn't pass. the thought of your baby girl driving around all by herself

ebbs collusive is mike brown, rsa vice president of global public sector, the security tradition of emc thank you for joining us. mike, i wallet the ask you this -- i want to ask you this quick question, shouldn't a bank like jpmorgan chase have a better security system? they don't even have two-factor identification, is that what it's called? you just get a password, and you're into the account. >> i think in today's environment financial sectors are the number one target. it is, after all, where willie sutton said where the money is, and i really do see very sophisticated capabilities in financial institutions. adam: so from what has been -- and very little has been released regarding the nature of these attacks -- is this sophisticated indicating a government-coordinated attack against the united states from an unfriendly government, or is this just plain old criminal hackers? because they, the institutions are under attack literally every day. >> i think at this point it's a little premature to really apply attribution. again, we see on a daily basis these types of attacks not just

going to go on partnering a storage comes together with the network with servers, to partner with an emc or net out or perhaps with other players ask a lot of sense. keyisitions always played a role. many of the headcount we have added over the last five years -- our headcount has been relatively flat. ands very between 70000 77,000. we have moved into where the markets will be, where the growth is. he acquisitions the last 18 months like sourcefire that literally have helped us drive our security growth to 29%. the ability on things under our control with cloud to become the number one private cloud player. to light up and server markets where everybody thought it would be a commodity, we are at 32% growth in our server technology with ucs. moved into number one position in u.s. with 41% market share on blade services versus the number two at 35%. our key is, how do we use partnering, internal activation -- innovation to grow this and innovate quickly. at the same time, be a place where talent wants to be in this industry at cisco. >> john, i know you would like to see cisco shares trad