intel has to grow. a $60 billion company, incredibly high share in all the compete segments. so where do you grow? it may be largely speculation, but you have to grow more into data centers, which they're investing in and doing really well. but also into the home. how do you go into the adjacency of participating in the content that's being delivered in the home? >> you must have some pretty interesting thoughts just given the whole data delivery issue, social media? >> we love it. at least social platform, from that standpoint, started out as social. it's becoming a completely virtual world where there's business, there's advertising, there's entertainment. and it creates tremendous amounts of data. >> how many percentage points of growth does that add to your company? >> very difficult to put a pinpoint on that. but it's driving a lot of our growth. >> we have a realtime trade for you after the break when we come back. >>> jim iuorio joins us. what's going on? what's your trade? >> xlv, the health car

i don't think it will be just intel doing this.re will be multiple people doing it. >> as they digest this especially tomorrow when >>> welcome back to sfz at the nasdaq market site. weak chinese trade data is causing a selloff in one commodity currency. should you bet on a soft landing? let's get your money in motion from amelia bourdeau. how are you? >> i'm good. >> i'm going to toss it to joe terranova. >> the aussie dollar, one of the best to own pulling back. what do we do with it? >> what's happening today is aussie is being sold on the crosses. it's sold against canadian dollar, mexico, and the new zealand dollar. a week ago we had china revise down their gdp forecast. i think there's catch up from weak australia data itself. a week employment number over the past couple weeks. these aussie are sitting at about the 200 day moving average or broken through. from the technical standpoint it's compelling. that's weighing on aussie as well. >> when you talk about euro dollar, go there now. now you have worries about what's going

this is a defensive play for intel. if intel wants to be a big player in the next phase of the mobile revolution and it has to be, access to tv content could be key, even if this virtual cable service never materializes, intel needs to be at the table making sure it influences any other deal that might get done on a competitive platform. >> meanwhile, yahoo! jon, talk to us about why they are slapping facebook with this lawsuit. what do they really want? more involvement from facebook or do they simply want some money? >> reporter: well, this wouldn't be a good way to improve the relationship with facebook. yahoo! was already incorporating facebook across a number of properties. it's one of the most shared properties on facebook in terms of yahoo! news. this has got to be about money. they did something similar with google right before it ipo'd. it got millions of shares of google, probably sold those, too. they're getting a lot of backlash from the technical community. they don't feel it's the right thing that yahoo! s

but i saw the intel. when you see a nation behaving in this wreckless way and you see a republican guard core navy that takes officers who have re policy level, rebutting the iaea, on what would have an opportunity to show good faith. i think you have to take that as indicative of their level of integrity and honesty and candor. i leave it at that. over to the political leadership to decide what we do about it. i present options. >> thank you. >> thank you. [ applause ] >> general, my name is mark fisher. several times in your speech you referred to the ethical canadian forces, i wonder expand a little bit on why you did that, it seemed you were trying to make a point. >> thank you, the point i'm known for being rather blunt. and so there was nothing hidden to it. again, i have observed your forces over many years, i'm keenly aware of what happened in somalia, it doesn't define your forces, your forces are identified internationally. they can look at your forces and say that these are ethical troops. it's

you'd chose an intel core i7 processor for maximum processing power. you'd use carbon fiber and machined aluminum, to make it more beautiful and more durable. you'd even use edge-to-edge gorilla glass for a stunning display in a more compact form. everything that you would ever want in a laptop. introducing the dell xps 13 ultrabook. everything. and more. ♪

a whole l out of earnest in the intel business in world war ii. earnest as i say, it's something he wanted to do. it's something he devoted a lot of energy to. but it may have been a dramatic story, but it didn't have dramatic results. there just wasn't a lot of product at the end of the day, only a story that i really like to tell. so that's about it. thank you very much. [ applause ] >> if anyone has questions -- >> happy to take questions. >> we have one right over here. >> i would like to did hemmingway kill himself? >> that's long and complicated. i think it's the long-term effects of drinking. he was probably an alcoholic physiological physiologically, probably even by this time hemmingway's productivity as a great author falls off dramatically, you know, the last great book he writes is "for whom the bell tolls." then he writes "old man and the sea." that's really the last home run he writes. everything else is falling off. he's deteriorating physically. i think it's a cascading effect from the alcohol. he's suspicious. he's irrasible. mayb

but in those days that wasn't bad for a total amateur intel officer. the embassy calls it the crime section. that's its cover name. ernest soon renames it the crook factory and if you go looking for it in the history books you generally find it as the crook factory. this is kind of -- crook factory is not a really well functioning intelligence organization. as you could imagine, the problem is real, the idea is not terrible, but to use amateurs in this way, you really are opening yourself up for a lot of unusual challenges, and what happens is his sources gather their information, they come out to the finca and they have staff meetings. now since they're not your average government employee, they don't sit quietly around a conference table and wait to be called on. there's drinking, carrying on, and whatnot into the early hours of the morning. ernest pulls himself together, generally types something up, takes it into the embassy, a lot of times himself. but the quality of this stuff is all over the map. some of it is just laughable. you know, there are

intel and microsoft have been treading water.oes anyone believe they aren't substantially better off than they were then? they have better products, more cash, more high yields. good dividends. same with the drug stocks. their prospects four years ago reflected many drugs coming off patent. these companies have dealt with patent cliffs by developing niche products and boosting their dividends. their balance sheets are perfect. all of these stocks were expensive back then but now seem dirt cheap to me. that's hardly the stuff that, yeah, bubbles are made of. is at&t a bubble? come on, it traded in the 30s back then. now it can't even seem to hold 30 much even as the company solidified its leadership position with its apple, and you know, i've got to tell you, along with verizon, think about it, they have pulled away from all the competitors. at&t really worth substantially less than it was in 2008 with that apple leadership? that's wrong. no matter how many times i go over these 30 stocks of the dow and the hewlett-packard and ban

it's not war-winning intel. but it's good, solid tactical intelligence. so ernest gets at least a "b," b-plus for this. then the push to paris happens. it fills up with the armored division, charles de gaulle, a large group of famous who ernest pushes around. he kind of appoints himself head of the -- head press man there. and he actually slaps some of them around when they complain about why does he get the good rooms and the best food and wine. one of them is andy rooney, by the way. a bunch of senior intelligence officers show up. and then it's off to paris. ernest is in the van with bruce of this french armored division. of course they have got to stop for a couple of firefights. ernest never drove through a firefight that he didn't like. then they get into paris. and it's pandemonium. ernest's wish has sort of come true. this picture doesn't picture the

intel has been developing an internet tv base. intel would provide a set top box and want it is to start the service by the end of the year. u.s. airways is reportedly registering several due main names that may come in handy if it tries to merge with us airways. american filed for bankruptcy in november. u.s. airways says the step is to ensure that no one grabs the sites to negatively affect their brand. >> yesterday here let the rain flow. >> here we go. today starts the first of seven consecutive days of substantial rain chances. we're not talking a 30, 40%. that means it's going to rain every day this week and this weekend. a lot of rein on the radar so keep that in mind. the front is starting to move into the north bay. you can see that draped across santa rosas as we head through next 15, 20 minute, ready for the highs to be slick. throughout the morning hours the fluk will cannot to push in. it's going to take its time. this is not a past moving system. you can see most of the luck concentrated over the north bay. we advanc

well, i like apple best, intel second, but the stocks don't trade.flix i don't like that much right now. here's what i have to tell you about intel. great balance sheet, good yield. lots of different ways to try to make money, but don't count on the intel tv. let's go to bob in new york. bob. >> caller: jim. plainville american paa record earnings, great management, raising the dividend. >> i think you are dead right. distribution can go higher. watch out. a lot of people are worried right now about anything having to do with natural gas. this is the mostly a crude oil carrier. let's go to tony in the illini. tony. >> caller: my thing is monster beverage, mnst. >> i think monster is one of the great secular growth stories, not that i want my kids to drink it. although i did have some last night. i had the green kind. delish. let's go to terry in florida. terry. >> caller: hey, jim. this is terry out of miami, florida. first-time caller. >> i like that crowd that i hang with. it's really mine. what's up? >> caller: nrgy, inergy. >> no, it's propane. p

intel not trading at levels seen since july 2005. the nasdaq 100 has turned in almost three months straight of gains. and with cheap money still flowing thanks to helicopter ben, do the signs keep pointing to more rallies on the street? maybe does this revive the notion of buy and hold? remember that? with us now chris low, chief economist at ftn financial and vice president of strategic wealth partners. chris, i'll begin with you. how much of the rally we've seen even off the march '09 lows is simply due to cheap money and the fed versus fundamental undervaluation or the desire to own equities? >> well, it's got to be a little of both, right? youfr got the fed chairman even today saying, okay, i admit it, the job market looks a lot better than we thought it would be. again, making the case we're going to continue to ease because we have to make sure the real economy stays out in front. you know, to me it's really the best of both worlds. and whenever one is right, brian, it's going to continue if you believe the fed chairman. >> but

we like to own it. >> tom: kimberly-clark and intel, do you and your incestors own it?>> yes. >> tom: what's the holding time frame frr the stock? >> it depends on each individual's risk tolerance. everybody's risk tolerance is different. when we go into securities it's a minimum of three months sometimes we hold a stock for two years. >> tom: there you go. you can e-mail street critique at nbr.com, and our guest from the nasdaq was kyle harrington. >> reporter: i'm darren gersh. treasury secretary timothy geithner heads to dallas to talk up the economy and visit one of warren buffett's biggest bets. i'll have an exclusive interview tomorrow. >> susie: and finally, how about a movie night? redbox, the dvd movie rental kiosk company, is offering a free dvd rental tomorrow, march 8. redbox says it's a thank you to its customers for two billion movie rentals. all you have to do is enter the promo code "thanks-2-u" at the kiosk. that's the word "thanks," the number 2 and the letter "u." and susie, if you're wondering, redbox's two billionth rental was the movie "drive," sta

budget from the fbi director on how we can keep us safe in that area and how they work with other intel agencies. i also want to know how the fbi's protecting americans from violent crime and also fraud in their communities. the fbi targets sophisticated criminal organizations who prey on the vulnerable. the child pornographier, the trafficking of children in prostitution, the schemes and scams and bilking people either out of medicare or out of mortgage fraud, and i'm concerned that this budget is flat to fight violent crime and gangs. i know my very able and wonderful colleague senator hutchison ipson is going to talk about the southwest border. she's jazzed about it and so am i because of the ongoing threat at our border. state and local bunts are under stress and we want to hear how you are meeting that. i'm going to conclude my remarks, though, by saying this budget is not about numbers and statistics. it's about people. make sure that americans are not victimized byny bad person or anyone with a predatory intent toward them. but we couldn't do it without the people who work for th

it's good intel, and bruce makes sure it works its way up the chain. gets to the operators who are going to need it. it's not spectacular. it's not award winning. it's solid intelligence. ernest gets at least a b-plus for this. then the push to paris happens. it fills up with everybody. charles degaul. a large group of famous and not so famous journalists, he kind appoints himself head press man there. when they complain about why did he get the good rooms and the best food and wine. he kind of gives stabs. one of them is andy rooney, by the way. bunch of senior intelligence officers show up. then it's off to paris. ernest is in the van with bruce of this french armor division. of course they've got to stop for a couple of fire fights. ernest never drove through a fire fight that he didn't like. and then they get into paris and it's pandemonium. ernest's wish has sort of come true. this picture doesn't capture the chaos. as they're driving through paris bruce said later it was impossible to refuse the gifts thrust upon us. in the course of the afternoo

miles of roads on the peninsula. >>> tech savvy teens from the bay area getting top honors at the intelcience talent search. one took ninth place and a $20,000 scholarship creating a diabetes test for kids which eases the fear of needles. another student finished fourth, winning a $40,000 scholarship. two other bay area students made this year's field of 40 finalists. congratulations to them! >> 4:54. mike inouye joins us. he does a pretty mean dirty harry impersonation. >> thank you. it is actually slowing better than my dirty harry impression. you're being generous, jon. east shore freeway, 19 minutes off the carquinez bridge. about 1 1/2 minutes longer than we see. folks are generally slowing because of the wet and windy conditions. a new accident reported at the top of your screen, westbound 80 around buchanan. two, maybe four vehicles involved there. sounds like the fast lane is blocked right now. no major slowing past the scene because of light traffic but we'll follow that. meanwhile we're also watching the tree that's down across the coolidge avenue on-ramp to eastbound 580 that

and you'd choose an intel® core i7™ processor for maximum processing power.erything that you could ever want in a laptop. introducing the dell xps 13 ultrabook™ everything. and more. ♪ is moving backward. [ engine turns over, tires squeal ] introducing the lexus enform app suite -- available now on the all-new 2013 lexus gs. there's no going back. see your lexus dealer. >>> plirnl >>> tear firing -- terrifying reason to be worried about tensions with iran. officials are now warning iran has a large terrorist-trained force right in the united states. they say there may be hundreds, even thousands of hezbollah agents on american soil who could be ready and willing to attack. what are you finding out? >> very startling testimony in congress on this. current and former law enforcement and intelligence officials saying many of he hezboll hezbollah's operatives have been in the u.s. for years, blending in, making a lot of money, a perfect resource for iran if it wants a quick attack on the u.s. homeland. it's called iran's a team of terrorism, hezbollah, a militant

. >> tom: how about intel will, another one of your choices. the field is 3%, but at 27.quaelt, randall, this is the highest price since 2005. are you >> well, normally we like to buy the ones going down. this is a stock we like at a lower price. clearly would have preferred buying it lower, but i wouldn't worry about intel being overpriced until it's over 30. >> tom: and you like energy with conco phillips, and global oil play. and concerns with china. could that play with cop? >> yes. and cop, conoco phillips also brings us price to book value. a price to the net asset value per share of this company of only one and a half. that was the price and book racialo the s&p 500 had in the depths of the early 2009 slide. so that's a double advantage. >> tom: the last time we had you here was october 21st. you liked coca-cola then up 5%, sdpu liked exxon mobil up about 7%. of course, this is without dividends. you still like these two? >> we certainly do. >> tom: disclosure? do you center a mixed health care, consumer and energy stocks. >> we own them

if you were an intel officer, you could imagine. this was his report bullet. changed world history. i mean, this is a long ball hitter who doesn't need an ernest hemingway to pad out his resume. so i concluded that it was not likely that golos got it wrong. that he probably did have a meeting with ernest. we only have one source. but it's not likely that he got it wrong or would exaggerate for any reason. so how can you explain this? why would ernest say yes to the kgb especially in january of 1941 when the soviet union doesn't really look to good. to most people on the left that's when hitler and stalin are in bed together. the explanation i came up with is pretty much three words. and it's the spanish civil war. in the mid-30s. this was a really passionate cause for lots of people. something like the vietnam war. in this country you were either for it or against it. there wasn't much in between. and ernest went to spain three times as a correspondent. and he saw this as one of the defining struggles of his time. it was conservatism, religion, fascism on the one hand. it was the fo

wendy, thank you for the intel foundation support.his is something we always look forward to every year. and this is a stellar winner. >> it's our great pleasure and honor. >> thank you both. >>> and what political story will be making headlines in the next 24 hours? that's next right here. ful thin. but we couldn't simply repeat history. we had to create it. introducing the 2013 lexus gs, with leading-edge safety technology, like available blind spot monitor... [ tires screech ] ...night view... and heads-up display. [ engine revving ] the all-new 2013 lexus gs. there's no going back. it's this... the etrade pro platform. fast. beautiful. totally customizable. finds top performing stocks -- in three clicks. quickly scans the market for new trading ideas. it can even match options strategies to your goals and lets you see the potential risk and reward. and, it also comes with a dedicated elite service team. got it? get it. good. introducing new etrade pro elite. ♪ >>> so i am a little embarrassed as i stand here to think that 200 year

intel will launch a fund to encourage start-ups to develop devices for cars and of course use intel chipsoice recognition to eye tracking, traffic reports, internet access. intel says it's going to open a technology center in germany. i say weird because german automakers put their research center in northern california. volkswagen, audi, work on the future of german cars in belmont. wednesday, apple became the sixth company in american history worth more than $500 billion. this morning as you can see, the company on the cusp of 25 billion apps downloaded at the app store. 25 billion gets a $10,000 app gift card. the camera developed at stanford can take pictures you can focus on later. it went on sale wednesday for $399. so even 5, 10, 15 years after you take the picture you can change where the camera took the focus. i know i have been doing this job a long time when i can remember the developer of that came camera was a student at stanford. a long time. >> thanks for admitting it. >> 5:26. still to come on "today in the bay" after 26 years a northern california family getting closure.

>> the company that will be taking market share from will be intel. that's quite controversial and i think that stock was a strong performer last year. we'll see how it behaves this year since he it's exposure is strong right now. windows is a big cycle for the qualcomms of the world. >> real quick from the investment side. do you think that the microsofts and the dells of the world -- we've seen eastman kodak not adapt fast enough for the fast-changing environment. do you think over time the pc is not used as much, the big names in that space adapt and diversify, matt? >> if you look at x-86, want current architecture for i knti tell, that excuses too much heat and power to be a global technology and compete head-to-head. look for intel to narrow the gap with arm. maybe they do it in the next shrink. we'll see. it's an important thing in technology. they look to have the advantage in this necessary rev of windows. >> thank you very much for joining us today. from old tech it to the new tech titans. silicon valley has zil john nares. don't be fooled.

it has to be intel-driven. we know in the charlotte case, for example, at one point as they were speeding across interstates from carolina to michigan and couldn't figure out how they were constantly getting tickets but time was money and they were being told to speed. and they were getting speeding tickets. they assumed it was because it was racial froe profiling. it wasn't. so they hired white, blonde women to drive the trucks and told them time is money. speed up to michigan, and couldn't understand why the u.s. government was not profiling white, blonde women. it wasn't the case. but there is the potential that they will use people that are not part of the traditional -- not racial, but intel profile. >> correct. >> the extortion really is relevant to people who are from their community. mostly, as i said, because they have family back home and that puts them into a vulnerable position. >> and anyone who can answer this question, the employee at the small business administration who was bribed, do we have a

i hear echoes of this supposed intel deal when intel was perhaps talking to all these content companies about creating some system for delivering content. is there any similarity there? >> i think there's going to be a big battle for the room in the future. on the one hand you have companies such as intel and the other google and cisco in between. everyone always dominates -- >> microsoft x box. >> sure. sony as well. everyone has a different view. remains to be seen who's going to win. it's going to be very competitive, we think. acquiring assets help in the near-term, but it's also about the right strategy and how you put that together. >> are you telling people to buy the stock or not? >> i think for large cap tech stocks, you want really good growth, you want very good margins and a catalyst. for cisco right now we think it's a steady eddy stock, but we think you can make more money in other stocks at the moment. >> that would be a no. thanks, mark, so much. >> nice way of saying make more elsewhere. >> yes. >> gold coming back after hitting new lows. are they a buy after being beat

intel, a great yield, at&t, high yielding telco.up on freeport, they feel there's too much comer. i get to differ. i think the stock can go to 45. ford auto. bingo, i like the way it's played. now we're going to brandon, my old home state of pennsylvania. firing up the energy here. brandon. >> caller: how are you? my five companies are bank of america, dr horton, ford, st. joe company and solzon. am i diversified? >> wow, people sure do like ford here. two housing plays, we'll deal with that in a second. solzyn experimental biofuel, bank of america. bank, auto, real estate, real estate and let's call this biotech/oil. i want to get rid of st. joe and insert here, let's go to honeywell. let's put a diversified manufacturer. i think honeywell is a terrific situation, even though it's right off the 52 -- two points off the high. john in california. john. >> caller: jim, booyah from the stock club in sacramento, california. i loved your seventh anniversary show yesterday. >> i was at the intersection with my car but i love sacramento. >

had been tracking him intel for two years but the feds never felt that he was a serious threat because he was mentally unstable and they declined opportunities to take the man down so that's why the family was the defendant was arrested by the n.y.p.d. process in a state court whereas usually terrorism cases are handled on a federal level with the f. and prosecuted in the federal court system but the f.b.i. wanted nothing to do with this case so yesterday tell us back in new york state court so he could enter a not guilty plea now defense lawyers think they have enough information to prove that business an example of police overreaching they said we think that when a jury hears both sides of this case they'll see it for what it really is that's not the only thing that might work against prosecutors according to the new york times the suspect got some help and his help came in the form of from intel's neighbor who also just how often to be a confidential informant for the n.y.p.d. and the informant was not only a confidant but he also provided a place for the suspect to work on is gone

and you'd choose an intel® core i7™ processor for maximum processing power.ything that you could ever want in a laptop. introducing the dell xps 13 ultrabook™ everything. and more. ♪ >> sit a winning weekend for republican presidential candidate rick santorum. he spent most of his time in wisconsin and he is also celebrating in louisiana. he got 49% of the vote compared to romney. but romney still holds a wide lead in the battle for the party delegates. wisconsin, maryland, and the district of columbia hold the next contest of april 3. >> republican hopefuls are weighing in on the trayvon martin story. here is the president on friday in the rose garden. >> if i had a son he would look like trayvon. and, you know, i think they are right to expect that all of us as americans are going to take this with the seriousness that it deserves. >> let's bring in cnn contributor and a senior writer at espn. are you guys going be okay sitting right next to each other? >> if anything goes wrong there is nothing to stop it. >> no scratching. >> it's for the ratings. we're g

and you'd choose an intel® core i7™ processor for maximum processing power.ng that you could ever want in a laptop. introducing the dell xps 13 ultrabook™ everything. and more. ♪ forty years ago, he wasn't looking for financial advice. back then, he had something more important to do. he wasn't focused on his future but fortunately, somebody else was. at usaa we provide retirement planning for our military, veterans and their families. now more than ever, it's important to get financial advice from people who share your military values. call now for our free guide and tips on planning for your retirement this tax season. today is gonna be an important day for us. you ready? we wanna be our brother's keeper. what's number two we wanna do? bring it up to 90 decatherms. how bout ya, joe? let's go ahead and bring it online. attention on site, attention on site. now starting unit nine. some of the world's cleanest gas turbines are now powering some of america's biggest cities. siemens. answers. >>> in mexico, powerful drug cartels have reached into nearly every se

intel will have a sunday to dedevelop devices for cars from voice recognition to eye tracking, trafficough intel says it's going to open a car technology center in germany. german automakers put their technology research centers here in northern a. volkswagen and oudy are working on the future of german cars in belmont. apple became the sixth worth more than $500 billion. the company says it's on the cusp of 25 billion from the abstore. if you are 25 billionth you get a gift card. you don't have to buy an app. you can enter your personal fgs and not buy an app. if you're not an app buyer i don't know why you would want a $10,000 app card. >> probably for apple products. >> exact hi. you can't take it out to outback stake house. >> 6:26. still to come, several peninsula school staff members in trouble for not reporting a alleged abuse. >> account make me hungry. students across the state moon to walk out of class. >> the story we're telling you about this morning is pushing into the east bay and south of the golden gate bridge. >> you drive through livermore, 580 starting to shift as fa

and you'd choose an intel® core i7™ processor for maximum processing power.erything that you could ever want in a laptop. introducing the dell xps 13 ultrabook™ everything. and more. ♪ everything. and more. greetings from the people here sure are friendly but some have had a hard time understanding my accent. so to make sure people get every word of the geico savings message i've been practicing how to talk like a true chicagoan. switching to geico could save you hundreds of dollars on car insurance... da bears. haha... you people sure do talk funny. geico®. fifteen minutes could save you fifteen percent or more on car insurance. metamucil uses super hard working psyllium fiber, which gels to remove unsexy waste and reduce cholesterol. taking psyllium fiber won't make you a model but you should feel a little more super. metamucil. down with cholesterol. will be giving away passafree copies of the alcoholism & addiction cure. to get yours, go to ssagesmalibubook.com. >>> there was no front line in homs. nowhere that could be called safe. and getting in without

give intel a name, dan and i argued about this in may at the salt conference. he didn't like intel. so for those reasons while you don't get the pizazz, and they still trade too cheap. >> stocks were given some pizazz, right? these old tech names are the ones that are performing. microsoft has dramatically outperformed google. >> just like dan said, they're yielding on a will the of these names, so people feel they can get exposure to that tech space and sleep at night. >> before we go to the break. take a look at crude. session highs. s&p 500 near highs as well. pushing over 108 and there's the s&p. next on the halftime report, auto sales rise despite higher gasoline prices, but can the sales surge continue? we'll trade it next. looking for a better place to put your cash? here's one you may not have thought of: fidelity. now you don't have to go to a bank to get the things you want from a bank. like no-fee atms -- all over the world. free checkwriting and mobile deposits. now, depositing a check is as easy as taking a picture. free online bill payments. a highly acclaimed credit c