schroeter, welcome back to "mad money." good to see you, martin.e a seat. >> good to see you thanks for the time. >> martin, i see this better than expected revenue number, $20 billion. i want to know what it's made up of, and whether you're happy with the gross margins that it generates. >> sure, two things there is a lot there. in terms of trajectory, you may remember already a year ago we said the trajectory in each of these businesses was going the start to improve part of that was delivered again in the last 90 days when we grew revenue, good single digit growth pretty consistent what what's we talked about very good systems performance again. we said already that the mainframe, when we announced it was going to have a short arc and a long arc to it we also got good growth in some of our cloud businesses. we got good growth in elements of our analytics portfolio which sits in cognitive solutions. so the revenue trajectory we're quite pleased with, and we think we can keep momentum going on the margin side we have mixed issues on margin, as we

we heard that last week when we listened, when we talked to ibm and martin schroeter i thought he did good job. ultimately avago, now broadcom, is fine. not great, not bad certainly better than some of the others, though james in north dakota. james? >> caller: hey, jim. just wondering how you feel about the earnings report that just came out from cleveland cliffs and if you think that the tariffs are actually helping this company out i know they've got a firm footing now. what do you think? >> they absolutely are helping it out there was an upgrade this very morning from jpmorgan. it read very well. obviously the iron business is strong and the steel business is strong now, we know that new corps also uses scrap but he told an amazing story last week. the stock was down incorrectly that steel and iron sector is in bull market mode all right. in your face, haters we continue to see resulteds that defy the skeptic, and i think the course is well blazed. the only exception being the split in the industrials on "mad money" tonight, is it game on for hasbro the company is up over 10% afte