stern ag did something different.agents who account for the other two-thirds to four-fifths of cree's lightbulb sales. so phillips could be squeezing cree out with those agents, but you'd never know it if you only spoke to home depot. that's the flaw. two different methodologies, two different results. that said, let's give lazard some good points here. it's actually about cree's new 40, 50 watt equivalent l.e.d. bulls, $10 without hurting the company's gross margins. these new products were nearly sold out at many stores, in part because they actually look like an old-fashioned lightbulb and not a prop from a low-budget science fiction movie! so who's right? i think it's important to note that even when stern ag says they're worried about the next couple of quarters, they also take great pains to stress that negative impact will be short-term and they still believe that over the long-term, cree will become a major player in the lighting business. i don't think we should be too worried about phillips. i don't think ph

i like the netcast by stern ag on a pullback. i actually like cree. don't move. lightning round is next! . ♪ [ roars ] ♪ [ roars ] ♪ [ roars ] ♪ [ roars ] ♪ [ male announcer ] universal studios summer of survival. ♪ >>> it is time, it is time for the lightning round! what's that about? i tell you to buy, buy, buy, or sell, sell, sell. my staff is here. play this out and then the lightning round is over. are you ready, ski daddy? it is time for the lightning round. i start with mario in georgia. >> caller: cramer, i love the show. first time caller. long time listener, baby. >> thank you. >> caller: my stock is pvl, far ma. >> i think it's a spec, but i do like this one. richard if texas. >> caller: yes. >> hey, rich. >> caller: a big texas boo-yah. >> i like that one. >> caller: what is your opinion of ford common stock, what is your opinion? >> i think europe is bottoming. i think ford is a buy. don't just quote me because cisco, john chambers got one 84 on that conference call. he says europe is bottoming. that's fabulous for letter f. jerry in illinois. jerry!

we have the senior research analyst at stern ag. good to see you, steven. thanks for coming.out opec. maybe in raw numbers -- hold on one second. we have breaking news on these numbers, the 13-f filings. go ahead, adam. >> david einhorn, green light capital adding a million shares to their holding in apple, now 2.38 million shares. going into this report they had 1.3 million shares of apple. they're out of yahoo!, david and out of xerox. they have dissolved their holdings in yahoo! and xerox. david: we see different funds adding or subtracting from their holdings in apple. thank you, adam. if we get more developments we'll bring them to you. steven, back to you, opec, is it conceivable that the united states could at least have a lot more effect on pricing globally of oil because of the supplies coming online? >> there is. and when you look at opec obviously they're going to be largest producer. they're 30 million barrels. the u.s. is around 11. when you think of the growth in oil production over the next five or six years, there is 6 million barrels of oath in non-opec produ

while some were hoping as an external candidate to come in and lead intel through this mobile age, stern ag analyst says this announcement helps fill the gap and removes some of the overhang. keep in mind, maria, since paul announced he was stepping down, intel shares have climbed roughly 17%. back to you. >> thank you, seema. i'll take it from here. we'll wonder whether the new leadership at intel will make the stock a buy. let's start talking numbers on the semiconductor giant with rich roth. on the fundamental sigh, it's enis taner with ri riskreversal.com. welcome back, guys. rich, lousy year last year for intel, but they have been coming back, as seema suggested. do you like the chart or not here? >> the chart is a tale of three breakouts. i'm a buyer of all three. let's bring out that 12-month daily chart and i'll show you what i mean. you can clearly see we've taken out that downtrend from last area's high. in addition, we've broken out from this seven-month base of support and we've taken out the 200-day moving average in the process. i think that sets us up for a test of 26 in the

. >>> stern ag saying this company is back. continental. >> eog has got better assets but harold hamm does a good job. i'd rather be in eog. >> credit suisse on oir. >> i like the call. >> wells on dupont. >> share book trust name. coleman has done a great job. i think this is finally in break-out mode. >> reviews of these aol numbers yesterday. >> i spoke to tim armstrong. lot of people are saying he didn't have the number. be careful, don't short this company. they've got a lot of videos. >> finally morgan stanley on sales force. >> sales force has been moert y mortified since they did the split. >> what's coming up tonight. >> we've got two -- we have open table. i think open table's one of the most -- >> that's yesterday's show. >> those guys were fabulous. open table is one of the most -- i use it. don't know if you use it. then they represent the new way for young people to do business. get a little discount or get into a restaurant and they buy. ever since johnson & johnson screwed up with a lot of the consumer products,

. >> stern ag. >> yes, it was. >> what just a line in the sand. toll brothers had a great call.od. look, i happen to love the toll brothers. stewart miller at lennar. these guys knew when things were bad. bob toll didn't tell you to get in front -- he didn't see light at the end of the tunnel. he said it was an oncoming train. now he's bullish. go back over the home depot conference call. they're telling you there is just going to be a surge in home buying and all the inventories being worked off from the banks, no, i'm not backing away from this group. no! >> because as rates go up and people get spooked, if the stocks get hit harder, it provides an entry point for the people who believe that the housing story is going to continue. >> right. kelly evans had an amazing point yesterday saying, there's been no run toward mortgages, yet. he recognized things are starting to go up. but when i look at what warren buffett buys, when he see that he goes into nevada and i see that he buys the largest power company in one of the hardest hit areas of residential and of course, you know wh

age, revenge is taking on a whole new meaning. now some hackers are making fake 911 calls so that police will send out the s.w.a.t. team. >> vince in the bay broadcasts his howard sterntalk show weeknights from 9 until midnight. >> i first heard the concept of [ bleep ] the police, i was actually in favor of that. vince expects to sometimes amuse, but mostly provoke his audience. vines in the bay, was in internet bay, swatted. >> when i first heard the news, i was immediately upset. obviously, i had a lot of rage and i wanted to lash out. >> worse yet, the swatter didn't aim at vince himself, but on his elderly parents in silicon valley. >> they used this relay system to call in an emergency to the local police department that two armed men had broken into my folks house, and to send help. >> so what happened? >> 20 units were alerted, and came to the house. they shut down the street, my mother got a phone call from the pd, saying that they were outside. that they were armed, and asked her and everybody in the house to come out. she came out, and of course was shocked to see, you know, an army of armed police officers, they raided the house, and of course found nothi

age, revenge is taking on a whole new meaning. now some hackers are making fake 911 calls so that police will send out the s.w.a.t. team. >> vince in the bay broadcasts his howard stern like talk show weeknights from 9 until midnight. >> i first heard the concept of [ bleep ] the police, i was actually in favor of that. vince expects to sometimes amuse, but mostly provoke his audience. vines in the bay, was in internet bay, swatted. >> when i first heard the news, i was immediately upset. obviously, i had a lot of rage and i wanted to lash out. >> worse yet, the swatter didn't aim at vince himself, but on his elderly parents in silicon valley. >> they used this relay system to call in an emergency to the local police department that two armed men had broken into my folks house, and to send help. >> so what happened? >> 20 units were alerted, and came to the house. they shut down the street, my mother got a phone call from the pd, saying that they were outside. that they were armed, and asked her and everybody in the house to come out. she came out, and of course was shocked to see, you know, an army of armed police officers, they raided the house, and of course found

thethe sudden in the age of top, 2013 with facebook, twitter, cell phones and e-mail to have a mountain of data to sort through. host: if you look at what happened with the sternf brothers in boston -- with the tsarnaev brothers in boston, what is your take away? guest: americans are looking for problems they can wrap up and put into boxes. what is the easy explanation that tells you how these guys get radicalized and where the government went wrong in missing out on the spot? in the past the government has made mistakes a few years ago. thatis case the problem is there are no easy solutions. these are two brothers in the midst of some conspiracy across the country. they are not communicating with a lot of people overseas. they are building a fairly basic device and putting it in an open space. americans are going to want to box this and say the experts chronotron and there is an easy to fix it. it will happen again because this one is hard to stop. host: you were on the white house -- you were in the white house on the morning of september 11. wrote -- that is the good news in all of this. guest: that's right. in january ofcia 2002. briefingof the nightly to