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stay with kla-tencor. stay with cramer. this is $100,000.d total strangers to watch it for us. thank you so much, i appreciate it, i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money ? if your bank takes more money than a stranger, you need an ally. ally bank. no nonsense. just people sense. ♪ where the sun never goes out ♪ ♪ and the sky is deep and blue ♪ ♪ won't you take me american flight 280 to miami is now ready for boarding. ♪ there with you fly without putting your life on pause. be yourself. nonstop. american airlines. >>> now we know where all that display advertising went to. it went to facebook. facebook commanding 28% followed by yahoo, with 11% and the others in low single digit dust shows you how strong the facebook story is. in the last year, facebook doubled its revenues. and we're not talking about a double off a low base. its revenues are in the billions of dollars. this company is profitable and it's the real deal. but it would be very difficult to figure out how much it sh

. >> tom: speak of apple and kla tencore, do you have any positions, equity, options or otherwise. >> i do not. >> tom: you can read jill's article about technology perhaps saving 2012 with dividends and share buybacks at the thestreet.com. a link on our web site, our guest jill malandrino with us from thestreet.com. >> susie: here's what we're watching for tomorrow: we'll get the latest on home prices with the s&p case shiller home price index, and we'll see the consumer confidence numbers for january. also tomorrow, earnings from two bellwethers for the economy: shipping giant u.p.s. and exxon mobil, the world's largest oil company. starbucks is setting up shop in india. it's launching a 50-50 joint venture with tata global, the big indian conglomerate. the first store will open in mumbai in september. starbucks would not say how many stores it's planning for india, but a tata executive said he could see as many as 50 stores opening by year's end and eventually as many as 3,000. >> tom: two big japanese auto parts makers are in hot water here in the u.s. yazaki corporation will pay

why not listen to arm and then go by some kla tencor. the biggest beneficiary between the arms race of the two. reported last night it was the best tech quarter, save apple. after the close we have amazon.com. talk about a battleground stock. netflix had a remarkable period. jeff bezos is spending to win. if amazon pulls a netflix and actually delivers an upside surprise because the holiday season was so strong, you're going to get a phenomenal breakout. however, bezos might be spending more than anyone thought. the best course is just to wait and see if you can buy it on spending-related weakness after the quarter. otherwise maybe stay away altogether. i know a lot of people doing it with options, doing it with call options. i'm not going recommend that because if it goes down, people are going to say jim, why didn't you just tell us to not be in. all i'm telling you is if the company beats the quarter, the stock is going to go up 50 points, okay. if. wednesday's real busy. other than facebook, which we put over here, because, you know,

. >> kla-tencor. >> best quarter.at merger with knis through, you've got a power house. >> american electric. >> it's fine. it's got a lot of coal. don't shoot the messenger. that's what they are. they were told to build that stuff by jimmy carter. now they're paying the place. 30, 40-year coal plants. epa wants to shut them. >>> more on these stocks. a couple big movers on the networking space causing ripples. report from juniper as well as riverbed. the current quarter was decent. guidance not good. juniper one of the biggest losers on s&p 500. riverbed also down sharply. and cisco is down as well, although some would argue that cisco is causing the pain. >> i think -- i know juniper well. i think k.j., kevin johnson, struggling here with a product line-up that was meant to appeal to at&t. at&t didn't spend a lot because of t-mobile. >> they said yesterday, they've got to ramp up cap x at at&t. they have to. given that they're not going to have t-mobile. they still need to transition to lte and 4g. >> those stocks a