>> i don't cover qualcomm but i prefer invidia.he game is more pc like and i tell you this invidia are a very, very dominant player in the pc maker and that's the game as the world goes up the food chain and you fight it out with intel and netbooks and workstations. >> thank you very much for joining us. >> thank you. >>> well, just ahead, some rare good news for america's car dealerships. see which brands are wheeling an dealing. >>> profiting from education. the number of students in public charter schools has quadrupled in the last decade. one fund learned how to capitalize on the growing classroom. we'll be back. [ engine idling ] [ engine revs, tires squeal ] [ male announcer ] more power. more style. more technology. less doors. the 2012 c-coupe. join mercedes-benz usa on facebook for the best summer sweepstakes. >>> well, some good news if the automakers. dealerships are coming back. the consulting firm urban science says 108 more dealerships at the end of last year than the end of 2010. number of dealerships typically falls

qualcomm currently has a dominant market share for the chips. >>> theuation ba uatiouatio uat president is pledging $85 million in grants. >> we are here to say we are helping them have a better life in the future. >> but the two institutions aren't ready to resume full operations just yet. u.s. led economic sanctions will need to be lifted first. myanmar will have to settle a loan. they will make a more detailed examination of the aid myanmar needs. it is a trend its leaders are working hard to encourage. she made her first overseas trip in 24 years and urged foreign investment that will benefit the people. >> we do not want investment to mean greater inequality. we want investment to mean quite simply jobs. >> ministers say they are committed to economic reform. >> but also to improve the people's living standards. >> earlier i spoke with nhk senior commentator on affairs. why is it the land of opportunity? >> i think three main reasons. workforce and the market. myanmar labor, one-fifth of china. the country's reach in the natural gas and rare earth deposit, these resources have yet

qualcomm's been doing exceptionally well in the apple updraft. you take a look at the others and the announcements have come out and everybody's cut back in capacity. these are ultimately commodity companies. when capacity gets cut back and inventories are low they go higher. >> lsi is actually pretty interesting. that's the two names that sort of stick out to me, lsi and the goldman upgrade. they had a pretty good quarter, announced a $500 million stock buyback the other day. look at what texas instruments has done since the midquarter upgrade. stock down to $26 offer the back of it. it's been flying ever since. >> mike murphy, goldman sachs, semis are attractive there. are they attractive to you? >> they are, scott. nxp is really interesting. with apple hitting new highs i think nxp trading as goldman puts it 33% below the peers. i think there's a lot of upside. >> lots more halftime report is on the way. the financial rules of engagement behind amazon's first free to play game. a look at whether amazon is emerging as a major threat to the soci

the survey of 500,000 workers between ages 19 and 30 weighted tech giant qualcomm as the best companyet to live in san diego with average starting pay of $97,000. intel, croissant rounding out the top five. dennis: all right. wild fires destroying homes across northern california and still burning. the latest on the cost base in the golden state. cheryl: first, as we go to break take a look at some of today's winners. we will be right back. -[ taste buds ] donuts, donuts! -who are these guys? -oh, that's just my buds. -bacon. -my taste buds. -[ taste buds ] donuts. how about we try this new kind of fiber one cereal? you think you're going to slip some fiber by us? okay. ♪ fiber one is gonna make you smile. ♪ [ male announcer ] introducing new fiber one nutty clusters and almonds. ♪ dennis: the cost of the western wildfires is piling up. and massive fire in northern california already destroyed 50 buildings that are only half contained. following the story from red bluff california is dan springer. >> reporter: this really is a national economic store because of the cost of fighting th

technology by qualcomm which is every cell phone we have and dog in real time so you get alert via smartphone or computer letting you know where to pick your dog up if he runs away from home. >> and dog walkers. how much is that? >> $99 and you pay for activation. >> these are water toys? >> we love water toys so if your dog likes to swim. they're bright orange so you can always see them whether you're on land or sea which is also nice so rowan and i came down, drove down last night and one of the things we always take with us is our throwver. what's great about it, it goes from the house to the car to the hotel. so it's her blanky as we like to say which is really nice and i do a few days before i travel, i put it in my dirty so it has our home scent. i live in the city, in new york. so i need added protection. she's spending time in the grass here. we love these insect repellent clothing. she looks like she has a camp outfit. it's in the clothing, a derivative from the chrysanthemum flower that gives you added protection. >> in the clothing. >> for people in the park or who go hiking, next

we need to see with whether with windows 8 to expand in to tablets and folks like qualcomm and the chipsand really important. if they can expand the windows franchise or if they're gong to get eaten away by the folks outmaneuvered them in mobile and whether they can change windows phone 8 in to something that's a contender with ip s o and android and business enterprise side is a big, big thing for microsoft continuing to grow. >> we have kind of handicapped the fact that the stock has done very well over the last year and there were three scenarios set out by analysts on the street as to why the stock has run and three alternatives they think that microsoft has ahead of it. we kind of put together the three scenarios for you. one would be a dividend hike. the other one would be buy a company and the third would be to save some of that enormous amount of cash. richard, i go to you first. which one of those do you think is more likely? >> i think dividend hike is likely. it's career preservation. for balmer right now. and yet, the other two curtains you have got there of buy a company and

half of the people that we surveyed, this was a big global survey with qualcomm and half of the peopleyed said they keep the phone next to their bed and looking at young people, 24 and under, it's actually up to 80%. i mean, the young people just cannot live without their phone next to them. >> i was going to say, is this a generational thing, do you think? i mean, i know traders who sleep with their blackberries and their alert systems under their pillow but they're actively trading and part of the job. that goes with the territory. but people in my age group don't tend to do that. unless you're in that business. >> no. but i think for young people it's a different way of communicating and one place we really saw that was in the prevalence of texting. if you look five years ago, texting was nowhere near usage compared to phone calls. you look at young people on the phones. they're texting nearly as much as they're talking. and they have to have it all the time. >> so give me your gut reaction to that and whether or not you think, you know, it signals a shift. you often think of teenag

one thing i don't like is up 3% and within that sector you look at maybe texas instrument and qualcomm. they all kind of trade highly core lated, as well. this is fine, though. >> all right. let's move on to a little bit of food on the menu. >> my favorite thing. >> "power lunch." upgrading tim hortons to outperform noting the stock provides an attractive return to the target. this surprised me to a certain extent because of the food inflation talk throughout. >> no doubt about it. but when you talk about tim hortons, talk about coffee. i like coffee and ice cream and canada. i like just about everything about this stock, particularly they're expanding more in the single serve segment. that's what the market likes. it's got to stay above 51. probably not just today but a couple of days and then take a shot. >> 51.19. >> i see that. >> all right. all right. year to date up about 5%. keep that in mind. 51. still a lot more ahead. twitter, can you trust it to move the national agenda? metals market about to close shop for the week. we'll hit the nymex after a quick break. because it matte

so, and we did this great worldwide poll with qualcomm and found out that, in fact, americans much moreof people around the world have ambiguous feelings and ambivalent feelings about their cell phones in a way that people around the world are kind of unconditionally happy about having mobile technology. >> in fact, it's revolutionizing health care delivery in africa, with the retroviral drugs in explaining all kinds of things to people who are outside the reach of clinical health care workers. so the cell phone has revolutionized the world. we're just catching up with it here at home. rick stengel, great to see you. thanks so much. >> great to be with you. >> great cover. that does it for us for this edition of "andrea mitchell reports." my colleague, tamron hall, back from london has a look at what's next. have to find out about it. >> it's great too be back. i'll call you with the updates behind the scenes. >>> mitt romney on the campaign trail giving an impromptu q&a with reporters. romney drew a line between his plan and the president's plan on medicare. now governor romney is sayi

>> qualcomm, they are picking up market share everywhere. i would buy this one and hold on to it. way. >> karen? >> mentioned before, good numbers, but still time to say good-bye. valuations getting a little too rich. children's place. time to sell. >> joe? >> mentioned at the top of the show the affection for technology. i mentioned checkpoint software. what i did not mentionsy truly believe this is a target for m & a. >> i'm melissa lee. th

qualcomm is another one. they are running a good stable business.hat's what he's got to do is focus on that and not run the mystique. no one ever called al jenner, i ii iii of macedonia. you have to get past the myth making. same challenge of jcpenney and others that get caught up in the heroic aura. they don't manage the expectations well. how you manage the public and other critical constituencies. >> steve jobs wasn't steve jobs until the second carnation of apple. he got thrown out on his first carnation. came back, learn quite a bit and took it to where it is today. does that give you hope for zuckerberg? >> he did learn. you've seen that mike o'dell is reinvented. has a little bit of challenge now reinventing the business again. he's done it six times over again. bill gates, learned on the job and grew. many times the entrepreneur can grow with the business. you have to have an activist board. you look at jcpenney, there are people on that loeboard, lynn roberts, happier days of radio shack, led it brilliantly. some people are on the board tha

companies specific stories and in my opinion these are names like -- qualcomm, emc and apple that have a company's specific story we think can power through regardless of what is going on in macro. >> kevin, let me get your take on the same question. how do you want to be exposed? you think the u.s. is holding up pretty welcome paired to the rest of the world. >> i definitely do. when i look around the world we take in a lot of data points from everywhere. what we are see sing that europe led demand down -- that's affecting economies around the world. including the nonchinese producing economies and in the middle of that, weak demand in europe and slack production in china. you still have some decent trend line growth in consumption here in the united states. it is not great but what we look around the world we want to be focused here in the united states and we own small caps and we own large caps here in the united states, multinationals. lot of what your other guests recommended as consistent growers and we think really makes the core of a portfolio given the weakening fundamentals

the other would be quality growth names like qualcomm and cvs. >> the yield trade if you will just continueso work in your estimation? >> yeah. we really can't see any kind of a catalyst that would take the yield trade away. moment up the as a factor. in terms of yield, unless you've got a change in tax policy seems very unlikely to us that you would really see the yield trade come off in light of a 1.5% ten-year. >> when you say you don't see anything out there i was going to say change in tax policy affecting dividends. >> yeah. quite clearly. i think it's a little early to discount any significant change in fiscal policy overall or tax restructuring. we just don't see any kind of agreement that would take us offer our current path. in that light you have to stick with what's been working on the yield side, which is real quality defensive names that have been growing dividends at a very nice pace. >> stephanie link what do you think about this strategy here? stay a little bit defensive, go for yield, utilities, telecoms and those that have been working? >> i think economies own a little bi

survey of workers 19 and 30, rated tech giant qualcomm best company to work for with average starting$90,000. google came in second, average pay of 80,000. intel, medtronic, microsoft round out the top five. are we still part of gn y? ashley: i would love to be. i can't get away with that. fomc is straight ahead. will we get hints of more stimulus? we'll find out. peter barnes standing by in washington, d.c. of course we have you covered. [ heart beating, monitor beeping ] woman: what do you mean, homeowners insurance doesn't cover floods? [ heart rate increases ] man: a few inches of water caused all this? [ heart rate increases ] woman #2: but i don't even live near the water. what you don't know about flood insurance may shock you -- including the fact that a preferred risk policy starts as low as $129 a year. for an agent, call the number that appears on your screen. it's something you're born with. and inspires the things you choose to do. you do what you do... because it matters. at hp we don't just believe in the power of technology. we believe in the power of people when techn

. >> qualcomm or broad chrome. >> i like broad com more. >>> merrill lynch? taking a whack at tech data. >> it's a giant super market. if tech data is saying things are bad, you have to be careful. >>> coach is the magic gone? >> i think that coach will make a stand here. >>> you know, everybody said that gps would be dead, garmin would be toast. they're not. >> they come right back. >> that's six in 60. by the way, guys, just got a note. there's stocks moving on no new. you've got a number of big names rising, so we'll get more on this. >> lot of rumors, too. be careful out there. >> got to find out more. >>> so with that, i believe we're going to go to a quick break -- no, "mad money" what's going on? i'm just a fill-in. >> great news there, cash flow is fabulous. >> crown castle is doing well, too. >> i like this, because you always came about amazon, and i think kimco is doing well. >> this is an interesting name. i'm curious about retail space. k-mart caused them a lot of problems. >> you calm in, because you and i debated. >> we did. >> and he's terrifi

. >>> and qualcomm could be seeing some benefits from microsoft's upcoming release of windows 8.s to dell and samsung for devices running windows rt. the version of windows 8, which was designed for smartphones and tablet computers. >>> the national federation of independent businesses is out with its read on how small businesses are feeling about the economy. we've got a rare in studio appearance, bill dunkelberg, chief economist for the nfib is here with some new numbers. i can't tell if i think these numbers are good or bad. why don't you tell them to us and we can talk about it. >> i think they're probably bad if you look at how well the index, which is a composite of ten questions, how well that index has done since the beginning of the expansion in june of '09, we've averaged 90 for the index. now we're at 91.2. >> it gave up 0.2%. >> yes. from june. >> you say that's less than expected given what you said was the scotus decision in the supreme court and president obama's campaign to raise taxes. >> we take a random sample every month and mail on the 1st and 10th of the mon

>> we did this great worldwide poll in this issue with qualcomm about mobile technology around the world part are incredibly attached to their mobile devices. 84% of people around the world say that they couldn't live a day without their mobile devices. and i'm an optimist about the benefit of them and the future of them. and i think the benefits certainly outweigh the costs, but there are costs. >> that's for sure. and that cost of being in touch all the time is pretty remarkable. thanks so much for that, rick. good seeing you. >> great to see you, joe. >>> a shooting stuns a small louisiana town. losing one deputy would be tough to take for a small sheriff's department. two is an overwhelming tragedy. and u.s. forces suffer another huge loss in afghanistan. what's less clear is how a helicopter crashed while on patrol. you're in "the situation room." >>> my name is jake. i play the ukulele. yeah. i've had moments where, you know, the emcee of the show, we'll be backstage and just seconds before he's about to go on and introduce me he'll be like, okay, jake, i'm sorry. one more time, ho