and at 70 times earnings, micron even for micron it's a pretty steep valuation to i think you can seeve back here. >> okay. 160% year to date gain for micron if you sold it would not be a bad trade, maybe a perfect trade. patrick taking other side and looking at some stocks that perhaps for a perfect trade would be ones to hold on to. like what? >> yeah, that's correct. here at brandywine we look for things undervalued and the two stocks i'm going to stick in tech like paul did. the two stocks i'm going to throw out in the hard drive industry, it's an industry consolidated the stocks are up a long way but still think there's room to run that could be seagate technology and western digital. the hard drive industrial is consolidated both stocks are still cheap, fairly low pe. they're returning a lot of cash to shareholders in terms of buybacks and dividends and when we look ahead we see growth in game consoles, both will have 500 gigabyte drives, enterprise servesers. the stocks have skepticism, people think pc sales are declining but at brandywine we have the view there is going to be

steel, intel, cable vision and regis philbin's favorite stock micron is on that list.hat do you see for the charts here? >> when looking at the chart, you want to look at it long term, it's had such a massive run. and last time we were up here, the stock lost 90% of its value. >> guy, would you agree? >> this stock -- i mean everybody has been trying to pick a top in micron including us over the last month and a half. it's been wrong since it was 11 1/2, 12 bucks, as long as pricing is stable in that space, which it has stayed, this stock will continue. >> thanks to the highness. but once that's worked out -- >> it hasn't worked out yet. when it was 14, you brought that up. i recall. i was there. >> initiate a position at these levels. >> we talked about how hard it's been. if you fly in from mars, my favorite saying. >> and you land. >> very hard. it's not an expensive stock right here. >> let's move on. earnings season kicks off next week with family dollar, jpmorgan, wells fargo set to report with large number of downward revisions of late from tenet health care, an

>> this morn, we stepped into micron, mu, the company is announcing earnings after the close tonight. you probably know this isn't typically our style to jump into something before earnings, especially a micron, up 190% off its lows. but this quarter will show a lot of insight into recent dram pricing. i think what you'll see is when they talk about the big fire that happened over in china that caused a shortage of dram chips that caused prices to go higher, i think micron is going to talk about the amount of market share there. it's shown huge relative strength in the pullback. lots of option buyers. we were able to get into the name this morning. a little higher than this, 1,838. we were able to sell some of the 20 calls that were trading up at 45 cents. great risk-reward there. but the name will continue, only on part of the position. i think it will move into the mid-20s. >> mike, why do you think it's lagging today? does that trouble you at all? >> it does. my two cents, steph, probably because i want it to be this way, it will rally into the close. i think a lot of shorts have c

so micron holding steady here.ack over to you. >> thank you very much. >> although it was the lower on the back of its earnings report. >> a price target of $30. people loved the name. i could tell you holders that have been holding for a while waiting to be right are not ready to sell it. >> we had one on the show, added to his longs ahead of this report, which takes guts. >> they have their problem with their chip in china, which leaves open the market for micron. >> it is one of the most cyclical companies in the entire year. you catch it on an up cycle. you do not want to be the last guy. >> you ride the momentum? >> i wouldn't because i am basically a seller of all of the high fliers. i think facebook is off the charts. i think netflix is off the charts and i wouldn't want to hold any of them. >> let's move on. we also got a big bounce today in the big banks. hours joining us now, senior analyst, charles always good to see you. big rally today. >> i would be selling into it. but i had been all summer. and you

micron, very good quarter. >> you wish you did it. >> obviously now in hindsight, i wish i didn't but that's not always right every single time. you get a pullback on a name. if it was a bad quarter and a sell-off you take losses and go home. sell-off on a good quarter you want to take advantage of that. >> what's attractive in the market to you. >> favorite themes that we've talked about, auto, aerospace, like energy names but company-specific energy names. occidental pedestritroleum, i l energy very much. technology acts as well. we mentioned the semi cap equip names, land researching, klac, names in na area that are attractive. and oil has come down, right? so i think some of the discretionary names look interesting, especially since they've been lacking recently. >> what are you looking for opportunity? if it does pull back to the point -- >> industrials. >> that's the spot? >> i think you're at a high valuation. the market still within touching distance of all-time highs. so you haven't got than huge buying opportunity to a. cross the board. if i see some names come down, eaten,

a lot of excitement to the upside on wall street but not for micron today. fellow is the number one loser in the s&p 500. they did have late thursday, numbers there. earnings results. they reported fourth quarter sales that exceeded the expectations. the sales were good but it was earnings numbers that really, they did have a one-time gain but really failed to meet the wall street expectations. so it was a big laggard today. which should be noted though, it is a great performer this year, outperforming so many stocks, up 165% for the year 2013. so it really is a great performer but a tough quarter. back to you. cheryl: nicole petallides, thanks, nicole. david: let's get to today's market reaction with kim and daniel stesaich in the pitsp of the cme. @ood to see you. daniel, markets almost always overreact to things like politicians on the beltway. we had a relief rally, triple-digit gain on the dow. all indices were up. is this relief rally also an overreaction? >> i think so, yesterday and today we're both overreacting to both of the, half of d.c. coming to

>> we're collecting any particle that is bigger than about 5 microns. we are measuring the ions that are in those particles,. >> dibb doesn't like what he's finding. >> the results that you guys get does it make you concerned about the future of our climate? >> i'm not hugely optimistic. >> more from dibb's findings later and some of his answers may change your thinking. the seachrs mission flies three times a week and so does many of the experimentalists. the flight is not for everyone. the flight continues. >> gets bumpy. >> i even hit my head when i was trying to get back to my seat. >> there are things that are occurring in the air that you just can't see. we dropped like a rock and then you experience zero gs. >> you know what? people is iting down. >> two hours into the mission we're currently flying at just 300 feet over the gulf of mexico. at this height we can fly directly over ships and oil rigs to measure the emissions they put on the atmosphere. >> probably the most important part of this mission is dio laser. sayd is mail. this measures gas

micron tech up slightly ahead of today's earnings release.talk about it. >> two things i want to talk about. this is a stock i mentioned many times. my subscribers are about 16%. any viewer who did it the first time has to be up at least double digits. the dilemma. do you hold these stocks, double-digit gains into these earnings? that is one of the things i want to talk about a little more than micron itself. here's the thing. micron, they finally beat last time they reported by 100%. three quarters before they missed. the stock had a history of missing although i think they ought then it i cannily turned it around. if you're investor who thinks i missed out, take all or half off the table if that is your personality. if you're someone that looks at numbers, this is me. i think we have authentic turn around and use fundamental metrics, trading two times book, two times sales. you look at a one-year chart, golly look at the chart. it is off the rails. ashley: yeah. >> in 2000 this was $88 stock. lori: this is one of the survivors of the tech b

. >> we're collecting any particle that's bigger than 5 microns. >> reporter: what's that? >> we're measuring the ions in those particles, so they tell us about pollution or sea salt and dust. >> >> reporter: and he doesn't like what he's finding the results that you get, does it make you concerned about the future of our planet. >> i'm not hugely optimistic. >> i'm seeing a lot here. >> >> reporter: nasa research scientist measures down to the earth. and it measures gases and gets immediate results. >> so what are you're seeing >> reporter: take a closer look. purple is the lotest intensity, and it gradually increase was green, blue and red. dark red is the highest intensity of the gases >> reporter: so what have we learned about the climate change, is it something that we should be worried about? >> ited started very high. change is unprecedented. >> you can hear the results and from scientists onboard on this night's techno. that's sunday evening at 7:30 eastern. that's it for us on aljazeera america this friday. log onto the website. you can meet our team and get previe

>> we're collecting any particle that's bigger than a 1005 my microns.hey tell us about pollution or sea salt or dust. >> and dibb doesn't like what he's finding. >> the results you're getting does it make you concerned about the future of our climate. >> i'm not hugely optimistic. >> perhaps the most important piece of equipment on this flight is the laser. sayd ismail. >> what you are seeing is the distribution of the ozone. >> take a look. purple is the lowest intensity and it gradually increases with green blue and red. red is the highest intensity of these gases. >> what are we learning about the climate change? >> the amount of co2 hiflt is verhistoricalis very high. >> when phil torrez reports on techknow. 7:30 eastern. if you would like to comment on anything you've seen here tonight, log on to aljazeera.com, tell us what you want to see, in a nightly current affairs program. please join the conversation with us on twitter or at our facebook page. we'll have more of america tonight, tomorrow. >> every summer in america, a force of nature becomes

. >> i'm watching micron, too. micron shares have tripled.vor with investors this year. they tripled, as i said. the stock is giving back about 2.5%. that stock has been indicative, again, on what the overall market has done where sentiment continues to be. >> what's going on with sentiment in the tech names as well? it seems as though there are just value traps right and left and every day we great new data point of what's happening with pc shipments and then you look at hewlett packard popping. are these days that they are in, they're going to stay in the space? >> it's going to go with risk. if you have people like barry knapp who think what we've seen in d.c. is either a non-event or noise, and you go cyclical with him, you're going to get a little pick up in sent miment there. >> safeway shares up about 5%. this is a company facing an activist in jana partners. also talking about a dominic sale. jpmorgan this morning it appears joining the bull camp so to speak, upgrading those shares, saying it does appear -- or they were unconvinced ma

micron did a big purchase of a japanese company. last night we heard from one time cloud darling citrix that business had slowed. >> ooh! >> that's reminiscent of when cloud play red hat disappointed. hey, hey, you, you, government, get off my cloud stocks. these companies have huge government business. have you noticed that the government has been shut down for, i don't know, ten days? we were supposed to like telecommunications stocks, but we have research today that verizon and sprint are slowing sales. not good. that's an awful lot of large sectors of the economy that can't be counted on to deliver. we're going to hear about a quarter where mortgage rates spiked big and business softened. do you think that's a recipe for making the numbers? plus, until the debt deal is signed, sealed and delivered, why allow numbers to go up? how about retail? retailers around the nation were doing poorly before the events with washington. do you think someone worried about their social security check was out there buying a lot of cashmere sweat

don't lose sight of the fact micron shares soared to 165% this year and fell to $16.84. >>> safe way was the best performing stock despite reporting earnings below estimates. they focused on the supermarket chain's strong revenues and exiting the chicago market, something an active investor has been pushing the company to do. the stock ran up 7% to $33.75. >>> a warning today from silicon graphics slammed it's stock. the earnings could come in below estimates because some of the it projects funded by the government have been put on hold. silicon graphics provides computer services to large-scale data servers and biggest names in tech include facebook and yahoo. shares went to $14.75. >>> solar city soaring on a sunny forecast and expects instillation of the rooftop solar panels to rise about 90% next year. the company allowed homeowners to lease solar panels and means a small up front cost. the stock rose 23% to $47.18. >>> the market monitor tonight says his stock picking strategy has less to do with what is going on in washington and more to do with the fundamentals of individual c

that is more than double the next best performer which is micron technologies. a. >> they missed it. i didn't think it was going to print 400 but it has become an international story. look at the international ads. that is a monster beat on that side. i like to say that you get long netflix. i have got to believe that you will see some meaningful bull back. >> i have been dead wrong on this. my point was that at i didn't want to touch this stock. what these guys have done and what this number shos. if ewe ear coming out of school n now. >> absolutely not. >> you are not. >> but you probably have netflix. and guy talked about this internationally. this is why the stock is trading at a massive premium. >> yep. they have just surpassed them. it's about customer satisfaction. i think some of the elements that people have forgotten about. i just looked at my notes from last time. they have been spending on that international front on that time now. that's only the tip of the iceberg folks. >> you know what are they going to start to pay? >> here's the thing that you

don't lose sight of the fact micron shares soared to 165% this year and fell to $16.84. >>> safe way was the best performing stock despite reporting earnings below estimates. they focused on the supermarket chain's strong revenues and exiting the chicago market, something an active investor has been pushing the company to do. the stock ran up 7% to $33.75. >>> a warning today from silicon graphics slammed it's stock. the earnings could come in below estimates because some of the it projects funded by the government have been put on hold. silicon graphics provides computer services to large-scale data servers and biggest names in tech include facebook and yahoo. shares went to $14.75. >>> solar city soaring on a sunny forecast and expects instillation of the rooftop solar panels to rise about 90% next year. the company allowed homeowners to lease solar panels and means a small up front cost. the stock rose 23% to $47.18. >>> the market monitor tonight says his stock picking strategy has less to do with what is going on in washington and more to do with the fundamentals of individual c

when it comes to micron, i'm guessing you're still holding on?ack over 18 and it still looks strong. i tried to tell guy who never listened to me in their entire lives and careers that it's going to go over 20. i don't know how high it's going to go. but it's got the pizaz. >> talk to me. what is your average cost on this stock? is it a little higher than that? >> my average cost? it's a lot lower. >> okay. i knew you were a long time holder. >> you have it there on the record? >> what is the next driver for this company for you? >> well, what do you mean? where does it go? i think it goes to 20 or maybe more. >> if it gets -- if they blow out numbers tomorrow. put your trader hat on and take that stupid notre dame hat off. >> i don't like guy. let me at him right now. >> he's making that funny face, too. >> are you pulling the rip cord or letting it roll? >> the market always takes the beating. always takes the dip. i always wait until halloween. regis takes another look at what we have been at halloween and then he swings into action. but this

take a look at micron tech. that stock is down nine and a half% right now.is what is trending on twitter. from the latest on this shutdown "countdown to the closing bell" had you covered all week. here is what is worth repeating. >> to sequester will continue. incentive 15 percent down. that eventually low price tag and the acceptable will be the norm which means margins will be sweeter. >> i don't think that asset purchase programs are stimulative in the sense that promoting faster economic growth or improved employment conditions. walking along or long time. we unwind from those things one in down. >> what we want in terms of the more competent person, experience 12 members. the chairman's job is to bring those people together so that there is a sense in terms of good policy. >> solving paying points. a big one, the fear that everybody has about crossing a borddr and facing that of ridges and restrictions. cheryl: never a board -- boring moment. we have been to go. we will talk to key members of the house republican committee. will this we can bring a debt

me on my confusion or the street's confusion of what i read in the transcript of the earnings of micronwhy they were so unappreciative. >> this stock ran up in anticipation of the closing of the deal in japan, people said, i got to get off this horse. this is pure profit taking. i don't think it's a bad thing. i don't mind selling half if you bought it at the 8 to 10 level. i would take that profit on half. tom in illinois. tom? >> caller: big boo-yah from all the packer fans in illinois. >> well, you know, i got -- i have lacy, i think it's going to be a monster week. don't forget, you can run on the vikings. what's up? >> caller: okay. i bought -- started buying baxter at 62, what do you think? >> i want to own baxter. let's go to chalmers in new york. chalmers? >> caller: a boo-yah to you, jimmy! >> nice. what's up? >> caller: a quick shout-out to my family in cold spring harbor, i love you guys. >> love them too! >> caller: jim, thank you. this stock has my attention. laredo petroleum holdings. >> well, laredo is good. laredo is not unlike emerald that we saw today, not unlike eog.

tesla, netflix, micron tech. these three stocks are now trading lower today as we see some money being taken off the table. now, in terms of bright spots, gillead sciences, the best performing nasdaq 100 stock after posting another strong quarter with help from its hiv franchise which continues to grow. on this down day, apple shares bucking the trend, up 2%. lastly, three ipos at the nasdaq. a strong debut for all three but especially for criteo, french advertising firm. french ipo on the nasdaq in over ten years. you can see shares up better than 20%. >> we have breaking news on the fall of former brazilian billionaire eike batistbatista. let's go to michele for this. >> ogx filing for bankruptcy in rio. reuters cites sources in brazil. ogx is the oil and gas exploration company run by former still flamboyant eike batista. this is a big downfall for him. the largest bankruptcy in latin american corporate history when this procedure begins. if you take a list, we have a look at biggest creditors for bonds if thi

looking at micron. you look inside of the chips and look at intel starting to make a little bit after move to the upside. obviously they were late to the entire world of mobile. but her getting themselveses positioned there as well. i think a lot of the names can perfect tom form to the upside. >> give as you comment on how traders and investors for that matter should be viewing what is happening in washington and bigger picture of what their investment strategy should be. >> sure. now if you are looking at the total big picture, this really should have very little impact on what you are doing long term. because we all know that this is going to be resolved. short term, it is really -- the traders trading for today or next week or next month that really have to look at this. right now, if you are on the side lines and waiting to trade what is going in washington, you need to be getting ready to buy on dips. you saw citigroup on the financial team, citigroup received an upgrade. $65 price target two days

that's best buy, netflix, micron technology, gmb, celgen -- >> the consumer stocks you were talking about. do you want to sell the momentum at this point? and get on another train? >> carl icahn is. >> you want to keep going into 2014. not until tapering starts. >> i don't see why you would sell stocks that are going up that are doing really well. in this market, a lot of times you say, look at the valuations, but in the '90s, the valuations kept growing when you kept saying that. and so i think you want to own these companies. you have to look at what these companies actually do and are these businesses actually growing? >> also, we saw what carl icahn, when you have a profit as we start off the segment, you have a profit, it's shrewd, responsible to lock in that profit. people spin out of those going to high beta and return back to what's working. >> bishlgs if you made $800 million, you would sell. >> selling at three times earnings, that's the time to take it off the trade. >> one of the best trades in trading history. >> unbelievable. >> did it again. >> thank you, everybody. see you

other apple suppliers at the close today, qualcomm, broadcom, micron technology and sandisk a littlein klein are certainly well. foxconn and pegatron which make the iphone, they log ad 20% year on year jump in sales in september. hand-sets exported from china rose 30%. these results loop back to help apple because of great numbers. societe generale upgraded apple shares to buy from a hold. correlation between iphone sales and chinese export values bodes well for apple stock. cheryl, dave. david: thanks very much, jo. we're a week away from halloween but hardcore fans taken a passion to pumpkin down to entirely new level. cheryl: how is that even possible? >> we'll explain how. cheryl: facebook and twitter question, did apple release anything today to buy an apple product or stock? your answers are coming up. ♪ my mantra? always go the extra mile. to treat my low testosterone, i did my research. my doctor and i went with axiron, the only underarm low t treatment. axiron can restore t levels to normal in about 2 weeks in most men. axiron is not for use in women or anyone younger than 1

these are the tickers, and stock twit puts it out like a dollar sign, micron, google and microsoft areee names they are watching right now. don't forget to follow this show, fbn countdown, and there's also an @cheryl can casone somewhere in there. 49 minutes to go until the closing bell, and dramatic new developments in the battle over blackberry's future today. we're talking to ledger about it a moment ago. the very latest on what could be a game-changing proposal from one of the company's founders. also, house republican leaders are heading to the white house this afternoon with a new proposal to break the debt ceiling deadlock. but will it do anything to end the gridlock in washington? we're going to get the views from former paypal ceo bill harris. this is a fox business exclusive, and it's coming up. ♪ ♪ sometimes they just drop in. always obvious. cme group can help you navigate risks ancapture opportities. enable you to reach glal markets and drive forward with broader possibilities. cme group: how the world advances. your financial advisor should focus on your long-tergoals, no

which nasdaq component to thank, net flik, micron, reagain ron and green mountain and not apple which is down year to date. straight down to the trading floor. bob pisani at the nyse, rick santelli at the cme. i was trying to avoid talking ate the shutdown but it's inescapable. why are the markets so manic depressive. yesterday you were talking about wild optimism, today seems as if it's pessimism. what's going on? >> a little more but maybe some hope later in the day here. two problems today. put up the full screen. the first we had problems was poor adp report in the morning with dow revisions in august. the bigger problem was overnight there was talk about a two-week shutdown in the markets until they negotiated a deal. heavens, that is not priced into the stock market and that was the major reason to the downside going in. in the middle of the day, a couple of developments have lifted the markets off of the bottom. number one, we had the president saying late in the morning that he was going to meet with congressional leaders. stocks started lifting. and then in the afternoon, mr.

and really processor and flash memory chips as well, think about british company arm holdings, also micron, sandisk. they could show greater than volatility if the apple event yields a lot of buzz and excitement. back to you guys. >> thank you very much. the s&p at record levels and so, too, is ceo pay. a new survey from gmi ratings shows that some top executives aren't just making millions, they are making billions. here's mary thompson with the details. mary? >> thank you, tyler. gmi ratings survey of over 2200 ceos show their median pay increase at 30% last year. among the highest paid ceos the top ten earnings more than $100 million each. for the first time ever two of them earned more than a billion dollars. keep in mind gmi ranks the ceo by total realized pay. this includes salary, bonus and perks given for 2012 plus any gains realized from options exercised stock sold and the increase in the value of their pensions and deferred compensation. let's count down the top five. number five apple's ceo tim cook, while he received a million restricted stock units when named to that post in

micron, a name getting a lot of attention, down 9% today.third best performing stock, though, in the nasdaq 100 so far this year. today it's the worst performer. after those earnings that were disappointing on the bottom line. it is on track here to halt five weeks of consecutive gains. it's been quite a high flyer here. on the flipside, intuitive surgical shares on pace for their best week since january 25th. and biotechs getting a lot of attention for hitting multi-month lows earlier on. we again began to see them climb back out of the red at the last couple of days, but it's not enough to finish in the green for names like vertex, biogen. back down to you. >> thank you, courtney. >> we got this new market data software on our computer today. >> we love it. >> we're feeling pretty good about it. what's the best performing international market this week? >> argentina. >> very good. >> how much is it up in the last year? 116%. >> wow. how about mexico, my favorite? >> mexico is down this week. down 1.6%. >> what about year to date, bill? >>

look at semiconductor company micron, southwest airlines, health care services giant cardinal healthare, and conocophillips and occidental petroleum, setting 52-week highs. another name languishing at session lows today is cooper tire and rubber, after the company has asked a dell dl court to grant fast track service to it and apollo tire of india. apollo offered to pay $2.5 billion for cooper and now wants to renegotiate and pay less. keeper says apollo should make good on original bid and wants a trial to compel completion of this acquisition. uncertainty over the future of the merger has led investors to sell the shares. now late reports from french newspaper that ail ka tell lucent plans to cut 15,000 jobs, or 20% of its workforce, with half of the cuts coming in france. this story, this article apparently always alludes to the company possibly creating 5,000 more. we'll watch for action on alcate alcatel-lucent. >> julian robertson says there are opportunities but you need to know where to look. i spoke with the tiger investment manager. he gave harsh criticism, apple, the late

i want to take a look at micron, reported after the bell and on the top line, misses on the bottom lineink it's good guidance and that's why it's taken a haircut this morning. speaking of haircut, obama enrollment is in the second week and it's settling in for many americans, and young people, premiums have gone up in some places 200%. without millenials work if young people join, and even president clinton says. >> they'll have the cheap plan, $100 a month or so, we've got to have them in the pool. >> caley joins us, the editor of political prospects, and obamacare, you know, listen, everyone knows it centers on young people. here is my out of the box observation when you hear that. for the last two years, the president ran for election, you could as a young person stay at home until you're 26 and at the same time encouraging them to stay at home and pay. which is it? it seemed doom out of the gate. >> how pathetic and sad that affordable care act, rests on d the backs of the 2.7 millenials sign up. how sad, the disadvantaged segment of society saddled with 26,000 student loan debt. 16

micron up 159, facebook up 95, at what point do you get out of the stocks? have the guys called a top in momentum? >> i don't necessarily they've called the top, but i think certainly when you look at what carl's reaction was, his reaction, everybody has a goal when they buy into a stock where they want to take the trade off. and i think carl was leaving a lot of this up to his son. his son was the catalyst, as john mentioned, got him in. moved along with this. obviously, he felt the shorts were getting squeezed out of this. the story behind netflix makes a lot of sense, and there's a moat around that company. the others, on the other hand, that have the great momentum and the shorts are squeezed to the upside, i think a lot of people have to be very, very smart about the timing to get out of some of the names, because they don't want to be the last one standing. the drops can be severe. we saw how fast netflix flipped yesterday. look at the other names. names like tesla, where they have absolutely screamed to the upside, over 400%. there are certain names o

. >> you want immunity, micron is the corner.tocks going higher. >> piper goes up. >> irwin simon, this is a great proprietary story. a secular wave of good food for you. >> i had some this morning. >>> a facebook upgrade. >> modern nation, instagram, people love that story. >> tesla? >> yes, tesla, what can i say? i just put it on there because it is talked about. >> it is up. >> it can't be stopped. >> we did not discussion with my friend, barry rosen stein. >> this is meaningful. this is the old red box. >> it is the old red box. talking about activists, hess. >> bfa says they still have a lot of great properties. bachen. >> the largest producer in the world of gas and oil in the u.s. of a. >> you do a great job. thank you. >> i'm doing it tonight. >> one of the great oil companies you never hear about is simmerex. speaking of technology, david, this grand theft auto, we have to find out how big it is. >> it is bigger than anything. >> is there a sanitized one. >> it is not like bishop too too is goi is going to say this is a

through each little piece of the iphone is the completed -- that's my phone, by the way, and this is micronof course, if you don't sign a contract. fourteen analysts raising their price target on apple today, dennis, so people are saying buy apple, but take a look at the other names as well. dennis: all right, thanks, cheryl. what's bugging me is our know-nothing president. never before has a president who is said to be so inordinately brilliant claimed to be so clueless on what's going on in his own house. there he was on the front pages yet again yesterday morning: obama unaware as u.s. spied on world's leaders. for five years. and so it goes. obama unaware of web site flaws before rollout. obama unaware irs targeted tea party conservatives. obama unaware of solyndra scandal. unaware government probed the press and spied on millions of americans. in business you've got to be aware of a lot. information and transparency and clarity are critical. but in washington we're led to believe a president who holds himself so highly could be so utterly unaware of so much. now, maybe president obama

. >> last week, thursday we talking about micron.ll half going into earnings. as it turns out the earnings were a disaster. they beat on the top line. missed on bottom line. the stock took a huge hilt. we're still up, but you know what? i think people who took the profits if they did they felt better about themselves. i have gotten a couple e! mails adding to it. i would not now. they have missed last four quarters. give you an example. street is look for these guys to earn, hold on one second. looking for them to learn 2.2next year. three months ago it was $1.27. the consensus is substantially higher although it obviously pulled back a little bit after friday. just bad management. they're sitting on this opportunity. in my mind companies like this ultimately get taken over. this is the limit you have. a company with this kind of potential wall street actually hiked earnings estimates dramatically, almost doubling it and still they have missed four of the last four quarters. i think it become as takeover candidate. we'll see. tracy:

. >> credit suisse on micron up today. >> this stock can go higher. >> finally, lilly challenging ton, big farma, yesterday was a very bad day for summit because merck, big layoff. these companies just don't have growth. >> interesting the dichotomy between big pharma. >> raising numbers celgene, cutting numbers, merck. >> what's up with dominion? >> i think they're the most forward thinking and tremendous wealth for their shareholders. >> it's been a challenging week. it's been wonderful to have you here. the weekend is not too far away. >> i know, i'm very excited about that. >> when we come back, economic data that is not being shown because of the shutdown. we'll get ism services and market reaction in just a moment. and everything that goes along with it. [ thunder crashes, tires squeal ] ♪ ♪ so, what do you say? thanks... but i think i got this. ♪ [ male announcer ] the all-new cla. starting at $29,900. help the gulf when we made recover and learn the gulf, bp from what happened so we could be a better, safer energy company. i can tell you - safety is at the heart of everything

other stocks in the sector moving higher, harris corp., micron, texas instrument,s, so keep an eye onou very much. >>> let's bring in simon hbos with a special guest. >> hey, carl. norwegian may be three of the smallest publicly traded cruise operator, but its outperformance has been dramatic. lclh is up almost 70% since the stock soared and the nasdaq ipo in january. that, of course, is in stark contrast to rivals royal caribbean and the much troubled carnival. straight off his third quarter earnings call, ceo carl sheehan joins us live from the miami headquarters of norwegian cruise lines. welcome back to the network, sir. nice to see you again. >> hey, simon. glad to be here. >> the big news, obviously, this summer for you was that you had the breakaway. six months since you and i stood on board the "breakaway," you introduced it, the largest to homeport in new york. has it delivered to you in terms of pricing and occupancy? >> yeah, actually, we just finished the third quarter, as you know, and reporting the results today. and the "breakaway" exceeded expectations on pricing, on-b