it wouldn't shock me, gary b. smith, if all five of the companies we're talking about, twitter not in the same class, not as big as these companies, wouldn't shock me if they beat the analyst estimates in the last quarter. the outlooks will be interesting. to see amazon guiding high on sales was encouraging. alphabet looks like it is better an mat, can the market side, stock up 10%. what do you think, gary. >> alphabet and amazon are in "a league of their own" and here is why. the way amazon built their business, they built a lot of moats. by that i mean it is tough for competition to penetrate. you pick up the business paper of almost any metropolitan area, you see news item of amazon building a distribution center. the moat that alphabet has is the kind of a moat microsoft used to have, for that matter aol, years ago, everyone, a lot of people myself are so invested in the alphabet or google platform. gmail, the calendar, the documents, google hangout, the pictures that it would be tough to wean yourself to move

gary b smith on all of this. ry, it could be just the fact that this was an excuse to sell, but the stubbornness in 40 states is reminding folks we ain't done with this. it doesn't seem to have any clarity or closure, right? >> yeah, and add to the fact that it doesn't look like for the foreseeable future there is going to be any extra stimulus. so, you know, the market kind of like that extra money being fed into the market. the slow and steady drip, and i am being very cynical here, of the mainstream media painting this as the next black death, if you will, has got everyone on, you know, hanging by their fingernails. and when you have that, neil, people are going to sell. >> neil: urge caution, people have to get back to doing what they should be doing. washing their hands, doing all of that, but some of these spikes are occurring where people are doing all of that, and i think that adds a little bit to this anxiety here, as the possibility that we might have to -- i'm not saying we shelter them but at least slo

beat have to initiate 10% pay cuts for the staff, unless the payroll protection is passed gary kelly was on squawk ba" talked about it and he laid out the negotiations that they face. >> what the unions will have to reach out to each one of the union representatives and go through a negotiation process, we can furlough employees without negotiations, but if we're going to make any other changes to the contract, that has to be negotiated >> as you take a look at shares of southwest, we did hear back from the flight attendants union saying huh-uh, we are not renegotiating our contract so that is not a starter for them in terms of a potential 10% pay cut. remember, and i hear this all the time from people, they say why did the airline need $25 billion. this is not money that goes to the airlines that money which has been raised through private equity, through capital raises, that is money that they have set aside for their own liquidity this 25 bmd wou $25 billion would go for payroll protection through march of next year >> and you look at the situation with the employees and you have laid it out, but

gary in north carolina >> jimmy, how are you doing? >> how about you >> i am doing well fort bragg, north carolina, b booy booyah >> what's going on >> myife and i love the show and love the education and the entertainment, mostly the education. tonight we want to talk about cell tower company >> i am ready for you. >> jimmy, jay brown put up a good quarter but he did not give me the blow out expectation numbers that i wanted. >> i think you are fine. the bears are all over it. i want you to stay in the course let's go to danielle in nevada >> hey, booyah, booyah, cramer >> i like that a lot of enthusiasm. what's going on >> i appreciate all your advise and wisdom i was calling to see what your thoughts on if i should buy the albertson's. i am exhausted by albertsons i thought they reported an absolute good quarter and i interviewed them and i liked what they heard and it won't go up the super market business is not as good. i don't mind holding it but i am not going to say buy more. >> do we have time for one more? >> do we have time we have one more so we do to doug in new york doug >> jim, this is doug >> what's going on >> i am from