skyworks, marvel, analogue, and xilinx and qorvo you have been adding to your position on qorvo?trimming it. >> that's what i meant. >> it is opposite today. the stock has done phenomenally well most of the companies have i have trimmed from it. >> why are you trimming if you are talking it up? >> i still own some, number one. what i like, number two, what i like in the space is bigger is better steve and i have been talking about that with intel, with qualcomm i think broadcom is something we have to look at in the space i think the space is going to be fine as 5g picks up. i am looking at the bigger names where the scale and the margins are better. >> such as. >> i just named some >> intel >> broadcom. >> 2305g phones in development around the market in year one of 5g versus about 12 in year one of 4g. now, there are some names on the list that really have nothing to do with 5g in the near term. analogue device is one so if you bother to talk to the company he will say it is not material for us, not going to be for a couple of years. sky works, qorvo -- i bought sky works back,

what are your thoughts on xilinx >> they were in the wrong part of 5g, actually, and that's why the stockt it's a little about a absurd to sell the people who own the stocks are frantically trying to sell them and xilinx is still frantically being sold, even though i recognize there could be some value there. there are so many other great semis going down and that, ladies and gentlemen is the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade >>> i'm opening up the lines to hear from you, cramerica because it's an uncertain time i want to hear from you. >> mr. cramer, i just want to tell you are absolutely positively fantastic. >> thanks for helping us not panic in times like this the average investor which we all know and love, you indicator to us. we appreciate that for all you teach us >> i am not going anywhere you shouldn't either we will get through this together >> cramer has your back. call 1-800-743-cnbc and let's take on the market together. >> we're going figure this out we'll puzzle it over, and we'll make it so that we're al

sumac up tight about a couple spills xilinx is a chip company that bad guidance and some layoffs over there. and they weren't sure if this is company specific or industrywide. and facebook, that stock was down 6% market zuckerberg said here is his, his goal for the next decade isn't to be liked, but to be understood. i think he is halfway there on the not like part i'm in a call that conservative. he is well ahead of schedule their periods. jack: 's amazing numbers in the report of their penetration is 250 million people there's 330 million total and a lot of those are babies. so it's pretty -- walter cronkite might've been 30 million at his peak. so the reach of that company just in this country is incredible. another stock that we will be reporting, is one that i think honest ways above the a um in terms of popularity it's palatine. >> what i think is interesting about palatine is my talk the fund managers about their ipo last year they all love running the palatine bike. but they don't attach the stock. 80% of the shares are cut short they think it's going to drop. when they report

whether it's memory, whether it's, you know, nxp, what they do, or xilinx. that's a function of them going to more industrial solutions i thought it was beaten up it was unloved. >> a lot of stuff. you add it to sky works? >> yes. >> you added to the smh. >> as a trade -- very full position here, so a little over that i was going to sell the onchage yesterday. didn't. >> teradyne? >> best quarter i've seen broke out of a 20-year uptrend, traded down from 80 to 69 even though i had a pretty full position going in, how can you not buy it there if i loved it at 80, how can you not love it at 69? >> you have a love affair with fedex, too. >> it's more of a trading thing. china started to put liquidity into the market. they don't report till march 17th i have no confidence in the reporting, yet i think it will move up nicely take a look at united rentals, which i traded poorly last week. that stock is having a big day today. they didn't have a great quarter. and it traded down significantly. so the market wants to go to these stocks. >> will you explain to me the

sumac up tight about a couple spills xilinx is a chip company that bad guidance and some layoffs overs is company specific or industrywide. and facebook, that stock was down 6% market zuckerberg said here is his, his goal for the next decade isn't to be liked, but to be understood. i think he is halfway there on the not like part i'm in a call that conservative. he is well ahead of schedule their periods. jack: 's amazing numbers in the report of their penetration is 250 million people there's 330 million total and a lot of those are babies. so it's pretty -- walter cronkite might've been 30 million at his peak. so the reach of that company just in this country is incredible. another stock that we will be reporting, is one that i think honest ways above the a um in terms of popularity it's palatine. >> what i think is interesting about palatine is my talk the fund managers about their ipo last year they all love running the palatine bike. but they don't attach the stock. 80% of the shares are cut short they think it's going to drop. when they report next week -- sure todd has been los

but xilinx, nvidia, qualcomm, a little bump up today. stuart: i don't want to get anybody's hopes up, but i will repeat this. the market's been open for two hours. the low of the day was a minus 1,095. we have not treeretested that lt this point. whether or not that's a good sign, i don't know. we are down 700 right now. i suppose we can take some comfort -- ashley: back above 25,000. stuart: take some comfort where you can. elizabeth macdonald just crept into the studio, silently placed herself next to me. down 680 now on the dow industrials. you are the anchor of "evening edit." liz: yes, i am. stuart: you are with us this morning. what have you got to say? liz: i have been working the phones. my notes are crazy. i was talking to a bunch of my wall street guys. they are saying this is a government-driven problem. what do we mean. when they saw the whistleblower saying -- stuart: we have not reported on this. tell us the story. liz: so the whistleblower, hhs whistleblower said basically the health workers dealing with the military bases