. >> which is why one of the first names on that list isal-mullaly. >> he averted a bailout of ford in 2009. he's completely transformed the culture there. that's the kind of thing that investors are looking for at microsoft. remember lube gersner who did the same thing at bim, he came from ma business co- >> that was my nex of all those candidates, alan mullaly is the only who has nothing to do with tech and silicon valley. >> that's right. in ford they're having to install technology in their dashboard so he clearly knows something about it, and he's friends with steve balmer. these two go back for a long time. they've close connection. there are a couple of other candidates. >> i think investors would be reluctant to say that steven elop is the person that they want. he went left microsoft and then went to nokia. a lot of say he ran it into the ground. >> and there are internal candidates. >> there is tony bates. and there is one satya nadella. >> do we need someone who will excite microsoft again. to make it an exciting company. >> they're looking at microsoft. they're looking at w

if allen mullaly came over, that would be a very, very good thing.her prospects, i wouldn't bet on it. >> there's absolutely no one out there. there have a lot of people that have been thrown for it. they were a lot of people on yesterday. admittedly, they were old men. whatever. alan mullaly is the only person you would want? >> i think he's a genius. i think what he did with ford was absolute genius. everyone talks about how terrible -- terribly difficult this turnaround will be of microsoft. how do you get it going again? look what he did at ford. he took a company that was very nearly almost bankrupt, running out of cash, oozing market share. he turned it around dramatically, wonderfully. did the right things. resurrected it. and he did it as not a car guy. that's another point here. everyone says microsoft needs some technology visionary. ron johnson came into jc penney as a retail visionary. look what happened there. you just need a good ceo, and he's a great one. >> all right. well, here's the thing, jeff. i've been reading for years and i res

there could be a 10% drop off in microsoft shares if ford's allen m mullaly is not chosen as the next ceo. the announcement is expected next month, sending shares down of microsoft one and a half percent to $37.20. >>> the chinese solar equipment maker posting a second quarterly profit, sending shares to a three-year high, increased solar projects helped the shipment forecast, the bright outlook sent the stock up nearly 13% to $33.30. >>> sony sold a million play station 4 consoles in its debut on friday, the fastest start for a play station system ever. sales are watched closely since sony is depending on the ps 4 to revive the consumer electronics business. some consumers reported problems, but shares were up. >>> and some worry that the federal reserve may decide to push back the date that banks will have to comply with the so-called volker rule, an important part of the law that has to do with the way the wall street banks are regulated. it has to do with taxpayer-funded bailouts byde prohibiting banks from investing their own money for profit. >>> and there could be new rules for

and microsoft is up 40%, what they do with mullaly is a very big deal and facebook doubled from its lowscertain acquisition targets and vodafone will probably be acquired, if not, the mere rumor of that acquisition will probably push these stocks higher. charles: it's so interesting because wednesday a lot of rumors starting to pick up. if there's one area that's a rally that hasn't been big yet which is interesting. i tell you what's big, john, bitcoin. they've needled me, 1200. at one point bitcoin was worth more than gold. and what's your abouten? >> it's probably the future, you never know exactly what's going to happen. what's the difference between this fiat currency and the u.s. dollar. we say the u.s. dollar is worth a dollar, what is bitcoin? it's a 500 billion dollar market and you'll have western union could get hurt on this. it's going to take a long time for this to happen. this needs to be regulated as any other currency and people are talking about the hidden web, the deep web, up to 30% of the web, the bitcoin, this is just another currency out there and i think it probab

. >> and we're looking at alan mullaly at 68. >> younger than the seahawks head coach.talk about executives of a company this size, the biggest private employer in the united states, second only to foxcon in the world. to leave only two months for a transition. he's going to step down at the end of january. that to me seems like a very -- david stern gave two years. >> had to make an announcement in the middle of holiday shopping season. >> that cyber thing monday. >> can i take the other side of this? >> please. >> this is different than announcing somehow our executive is leaving in two months and we don't have a replacement. >> no, they have a plan. >> if you have announce you have a transition plan and he's going to remain -- that doesn't get me that bothered. >> i'm not bothered by it. and i said i thought walmart might catch a bid because mcmillon international succeed. this to me sets a case of, we've got a better guy. not like you want to step down. might be, but you've got a better guy, you know. >> let's bring in courtney reagan. she joins us on the phone, jus