and it's the hunk product of splunk doing so well. >> almost uniform admiration for splunk's quarter. calls it a blowout quarter across all metrics. jeffrey's takes their target to 90. >> thing of beauty. it's funny, these guys from splunk they have a comic approach. it's sullivan, he's dynamite. he's saying at start of it that was one of your best disclaimers yet. talk about a rock star quarter, cloud's doing great, business is on fire. all of the phrases you need from ibm. beautiful conference call. >> to your point, the splunks of the world or marc benioff, are they just going to keep taking share from these growth businesses that ibm is counting on. >> taking share, taking names, yes. i mean s.a.p. bought they needed to get in not desperate but not doing that well. but that was a nice big buy. >> you think ibm should be doing the big acquisition to change the profile and that's not enough to invest $4 billion in these, which are growing quickly, 25 billion in revenues, saying it's going to be 40 billion, big target. growth rate on 25 billion over 3 years to get 15 billion in incre

wonder if you think that -- >> splunk is good. so i like dat yament i think splunk, you know you have to remember the high areas are cybersecurity and data analysis. but the good company. go to greg in arizona. please, greg? >> a warm arizona boo-yah to you. >> wow. yeah. man, i just sun devil boo yachlt wild cat boo yachlt what's up? >> thank for taking my kachlt appreciate. that how about disney long term? longer than ten years. >> man this stock has been a rocket ship about 13 straight points. i think as much as bob eyeinger is fantastic, it has to cool off. if you can get it under 100, buy, buy buy. i'm not telling you to sell. entry level, wait a couple points. let's go to shyla in texas. >> hi. >> hello. >> i'm sorry, i missed that. >> happy belated birthday. >> thank you very much. thank you. >> yeah. i want to know about the -- conocophillips? i'll go with jack morris the new partner and, you know we both feel it's time to own in oil. is that one to own? i think it's more natural gas than oil. i'm going to say no to conoco

so i think if you're playing big data, splunk is front and center, and i think this could potentiallythe next three years. >> let's break down the cyber security trade. fire eye, they had a good quarter. most recently reported quarter. is it out of the penalty box at this point? >> i think it's slowly coming out of the penalty box. this was definitely a big step in the right direction for dewalt. they're a massive next gen player. i think this could be one multiple expansion. you're starting to see the growth. feels like 2015 could be the year for fireeye, at the right time at the right place. >> odds that de walt sells this company. what are the odds, in your view? >> i think, you know, you look at his last two companies, mac sold it. a poker player. at the end of the day, i view this as a top acquisition candidate for cisco. specifically where it plays in the next-gen cyber security. so i think really comes down to can they do it alone or do they get acquired? i think either way, this is a stock that could go higher. >> force to choose, dan ives. this is a game we like to play, othe

really good report, we're looking at 10% move if that holds, and splunk, earlier in the show, made arofits, we got into it. at one point 7 bucks higher. the last two fridays, we had big strong market rallies. we cannot discount the notion tomorrow could be a historic session. a lot of news to digest. again, these aren't necessarily household names per se but are names that move markets, they will get traders involved. take the victory lap on ross stores. what are you looking at for tomorrow? >> in terms of gdp revisions and all. i want to see what happens with europe. >> who? >> europe. >> why? >> treasury yields, $2 trillion across europe have gone negative in terms of the return that they gichlt if this trend continues, it will bring the u.s. stock market up more. absolutely right. keep watching and see how the stocks, if how the follow through goes, krocs is going under, their earnings, but we had great earnings. and i'm thrilled with the numbers. >> numbers looking better and better, the names that had trouble, herbalife, j.c. penney down, what do you think? >> we talked about th

splunk and fire eye, you name it, go down the list all green arrows today. as many as 80 million americans had personal information stolen in this attack. adam shapiro has more on this one for us. adam, what is anthem doing in this response? >> let's get right to this, first tens of millions of people who had information. social security, birthdays, addresses, anthem is saying no medical information. no prescription drug information, but social security numbers is what it's all about. that's what they sell the stuff for. here's what anthem is doing, all product lines are affected blue cross blue shield. they're notifying current and past anthem employees and members, and they are providing credit monitoring and id protection services free of charge. you'll receive notification individually if you are one of the 37.5 million. it could be as high as 80 million, past and current anthem employees and members who are part of this. this is a quote from mr. swedish, he said in a statement about the hack. we will continue to do everything in our power to make our sy

splunk, splk which is more around the analytics piece of analyzing the date wra from government and from the internet companies that you guys have already talked about. then the other company is paloalto networks which is probably the best and most broadest security firm out there that has the best holistic solutions in the pashgt. >> it was the year of the breach. no one was safe. think of ailt although companies from target to dairy queen, the irs. in 2015 according to you, it's going to be the year of security spending. which companies have adapted the most to the way the attacks have also been adapting? >> well there's a company called fire eye, which feye. they have also looked at it from a security perspective from analyzing what is already happened. i think that the companies that are going to do the best are the ones that are in there blocking attack brz they happen. i think palo alto has done a good job in terms of developing technologies. i also think you are going to see mergers and acquisitions. some of the private companies in the space. he recently said at davos he expects