kimberly-clark. great quarter. cites salesforce as a reason. what did you do for kimberly-clark?ple say, jim, you love salesforce, what do they do? >> we are seeing it over and over again. we talked about kimberly-clark here on the show. they had a need to do exactly what i just said. they need to connect with their customers in a new way. the world has changed. we can enable them to do that through ipads, iphones, android devices. their sales forces, service organization and the marketing organization is reaching out through the network and in person and through social media. they are able to drive that top line number. >> it was this quarter. you've taught me the holy trinity. social, mobile, cloud. these acquisitions of which some people say he's overpaying for this and that. those are involving getting all three. you believe you have to have all three to be a 21st century tech company. >> jim, it was only a few years ago we were on the show talking about we were about to achieve our billion dollar run rate. you can see, jim, in the next quarter we'll be at the $3 billion run

big cash infusion, kimberly clark, went down. verizon. stopped going up. not to mention mcdonald's which is a defensive for the moment failing to defend. even as i think it should be bull. ralph lauren talks about wholesale double digit declines in europe. only to rebound more than 9 points. closes off just 1.68. makesed you want to buy the f-corps, two other european power-plays, can't wait. bottom line, portfolio managers have been bearish and they've been right. suddenly they seem horribly out of position. and defenseless. against the dink of a better labor market, the spike of an improvement in europe as represented by the stock's market strength, and the unreturnable kill shot delivered to all those hiding in the back playing defensive names just when they needed to be at the net playing aggressive volleyball, getting in a positive frame of mind to be buyers. the teches and retailers, all the money's being made in this, the killer summer rotation that's olympian in its style and its excitement. let's go to nate in california, please, nate? >> caller:

>> yeah, i want to come back to kimberly clark, maybe the best quarter that i have seen from them ins. it's a vicious rotation. this is not like the united states tonight. where it's win-win. all right. >> you mean women's beach volleyball. >> it's a little like men's, which i'm still stunned by. >> unbelievable. lot more cramer, david and melissa, a and a big day of trading kicking off in just a moment. don't go away. individualizing your sleepr, is at the heart of every innovation. with the sleep number bed, it's not about soft or firm. it's about support where you find it most comfortable. the magic of this bed is that you're sleeping on something that conforms to your individual shape. wow! that feels really good. you can adjust it to whatever your needs are. take it up one notch. my sleep number is 50. i'm a 45. and now, for those interested in trying memory foam, sleep number introduces our new memory foam series-the only beds that combine cradling memory foam with the amazing dual-air adjustability of the sleep number bed. the memory foam bed that's perfect for couples. so wha

i personally have things like at&t, verizon, altria, kraft, and also across health care like kimberly-clarkve mortgage reits and i know they're a little bit more risky but i feel like there's a position for, you know, small parts of your portfolio. like amtg has been a huge performer this year. and paid out a really handsome dividend. i think close to 15%. >> just curious, you know, everybody ease talking gabby douglas and of course we'll see her tonight on the uneven bars. 16 years old. at the beginning of what we hope, obviously for her sake, will be a lot of money making and deals. best advice to someone like that? are there lessons you had to learn the hard way? >> love this moment. because this is -- this is the beginning of her life. and it will open so many doors to do whatever she wants to do, she will be a hero and a role model for so many young girls coming up. and you know when i was coming out of the olympics, i loved giving public speeches and just being a role model and embracing everything that is and then using that to grow and develop your other interests. because there's t

kimberly: everything. he has hosted "american idol" for years. dick clark -- >> bob: this guy? >> kimberly: yeah.annel. >> dana: radio show. >> kimberly: hugely popular radio show. >> bob: then he must be a fantastic actor. what is he doing at a sporting event? >> greg: his real name is not ryan seacrest. it's seacrest hk 500 e.t. he is an android they bring in there. >> dana: is that how they get the hair like that? >> bob: don't you find that -- >> kimberly: i like the hair. >> bob: he's never been an athlete -- >> dana: i like it because olympics is more than -- it's like football. the marketing has been good to bring more women watching football and enjoying it. seeing seacrest brings in young people and women that might not have watched the sports. >> bob: what do you think of this? >> greg: marketing sports to women you have to have people who don't know sports to do it? >> dana: yes. >> eric: i think he is fantastic. "american idol," the top 40 radio show. look at it this way. you watch football or baseball. there is always a color commentator and analyst who used to play the sport. seacre

clark, guy that brought out -- [ inaudible ] regular basis near the end. he passed away. a great guy. he did american bandstand. elvis was responsible. >> kimberlymy time. >> bob: conservative church move in the the south, they banned him. >> kimberly: one of those shows. >> bob: gospel hour things. >> brian: ed sullivan. >> bob: he was on that but they shot him waist up. that's what they do with me. [ laughter ] >> brian: it is amazing that he only lived to 42. number two, nobody was in strong enough in his life to say elvis, you are killing yourself. you have more talent than anyone in the planet. get in there and settle down and lose weight. >> bob: should we also not say, forget to say that madonna turned 54 years old today. >> kimberly: happy birthday, madonna. she looks fantastic. >> andrea: a legend in her own right. she has hung around, as you said, bob, for so long. >> dana: when her music came out, i loved it. i like her early music. i don't know, i just don't get in the celebrity thing. i don't care. i cannot bring myself to care. remember, when we talked about shark week, i don't care about the sharks. i don't care about madonna. i a