part of the problem for google is that it lost being the default search engine for firefox? >> to a lot of long-term investors that may be the case but here on "fast money" people looking for cat lifts, the cat lifts are very important, and i think the one we've identified is the new ceo, ruth porette, a very famous internet banker back in the 1990s and then the cfo of morgan stanley coming over to google. what we're hoping for is some cost cuts potentially like you mentioned or some more details on the catalyst and the financial impact of those because right now we don't really have that catalyst and that's why on a growth-adjusted basis you're seeing google traded at a discount valuation to a microsoft or apple in the megacap space. >> it's karen. so what do you think it's worth here? >> our price target is 675, and we think that you know really just closing the gap in terms of valuation with the other two bank stocks could get us there and we need some product catalyst to make us think that growth could potentially accelerate rather than the deceleration that we've seen.

hay instalado firefox. helen emergiÓ del crÉdito y bien ricos. _ y que nacio con peso.ub para hablar de fÚtbol. diego: si no tenes buenos futbolistas porque si sin el futbolista que logra transmitir ene l campo el mensaje del entrenador no hay entrenador. ♪ ♪ ♪ ♪ ♪ ♪ >> crees que diego pablo simeone, que podemos hablar de un tipo que nace? y eso que algÚn dÍa me pueden echar. independientemente de la historia que alla _tuve como futbolista. >> usted podrÁ ver la entrevista completa con elcholo simeone, hasta aquÍ el tiempo de los reportes. seguimos con primer impacto. barbara: explÍcame ya. nos tienes que explicar cÓmo vas a hacer? >> impresionante bÁrbara y pamela pero bueno no son cosas mÍas son cosas de la madre naturaleza. familia, quiero empezar con la naturaleza. 80_grados. washington d.c. Éstas son condiciones invernales al sur del paÍs experimentando los 80, los Ángeles con 67 puntos por aquÍ, sino para fracciÓn. .la accion porque cierto, vientos que pudieran pro buscar hasta desde chicago hasta indianÁpolis. esto sobrepasa las millas por hora. para ustedes en t

sure she's there for creating value, she spent a lot of money and she's not turned the business and firefoxbidding google. which means that's not going to be profitable for yahoo to be the search engine there. it continues to get worse and that you know, look, is it unfair to beat up on her? no. she took the job and made a lot of dough doing it and now her moves have not been great and have not turned it around. >> i think what we're looking at here is just a break-up of the constituent parts. this thing trades as the sum of its parts, whether it's yahoo, japan or baalibaba. when you strip it out you've got the value of the search engine, much less than half of the overall market cap. we talked over the weeks that maybe somebody would come in and buy this. i don't think anybody would. because you can go buy alibaba in the public market. you would strip this thing out and just get to the value of yahoo, the search engine, yahooes if, all that stuff. it's much, much less than the market cap. >> i don't see a purchase coming. now mcdonald's, you know a love a good turn-around story. >> on the

let see if we get a little bit of rebound in the search numbers in this quarter because of the firefoxn the new microsoft terms kick in, that will also help the search revenue but you have to remember that there may be 1/3 the revenue per employee that yahoo! gets compared to google, so this would be an attractive candidate once they have spun off the assets for a company like silver lake or private equity firm that wanted to take it private and retooled the entire business. alix: yahoo! private? what? crazy talk. you are sticking with me, but russ is still with me from san francisco. you wrote that tech is still the best and safest place to park investor money. we're headed into another earnings season. do you feel the same way? russ: we still like tech relative to the market. there are definitely pockets of froth them into the broader u.s. sector, trading at about 19 times trailing earnings. there's barely a premium to the broader market. this is one reason we still think the sector can outperform. alix: what is the risk of when the fed raises rates you may see some volatility in sec