In full force. And they want to know they want to know with guns blazing, how can i be so cavalier on the eve of yet another showdown in europe between germany and greece, a showdown that shaped the whole days trading with the averages off hard nearly most of the session until rumors of a deal between the two rallied the market, with the dow still sinking seven points. The basically basically flat lined and the nasdaq advancing. 28 . All on the thought that maybe theres a deal in europe. What kind of pollyanna am i to ignore this . I say hold on a second. First, am i the only one who thinks that were blowing all of this way out of proportion . Not unlike that horror story scooby doo on monster island with the tag line this time the monsters are real . Lets say that greeces finance minister, who will surely be played by Jason Statham, actually does stare down germanys angela merkel, and merkel blinks, which appears to be the case. What happens . I think our stock market probably goes through the roof because theres so much sideline waiting for this tragedy to play out positively. Talk of an imminent deal heats up according to some terrific reporting by my colleague michelle carusocabrera. On the other hand, lets say it turns out an exasperated merkel played by anna gunn decides to pull the plug on greece because shes sick of the greek antics. Lets say she lets greece go bellyup . Then what happens . Given that we rallied at the end of the day believing a deal will not fall through, if it did, i think maybe europe just goes to maybe 5 . Maybe we go down to 3 . Assuming merkel pulls the plug what happens the day after . How about Jason Statham offers my plan the 70year stretch. Then we rally right back. Maybe even go higher within minutes of the news. I mean whats the point . More importantly, what really happens under the socalled disaster scenario . The one where greece gets booted out of the eurozone. People are a lot smarter than i am but without a tv show would tell you this could have some down sides. A sudden collapse of yields among jordan corporate bonds. Perhaps could even impact the federal reserves actions. Keep the dollar from going skyhigh versus the euro. Who the heck knows . Lets talk about stuff that we do know. This morning pepsico reported an unbelievably fabulous quarter, with terrific organic growth and amazing gross margins, causing earnings to swell far beyond where i thought they could go sending the stock up 2. 41 to finish over 100 for the first time. It did so despite being huge in russia of all places. Russia is starting to look less solvent than it did in the great collapse of 1998. Its become an international pariah. We could argue that it certainly is on sturdier ground than 1941 the High Water Mark for the germans. Ironically, the home of leo tolstoy, who wrote war and peace. I think peace is broken out in the soda aisle of the supermarket as cocacola and pepsico have accepted the ruinous nature of the multiple year price wars and have quietly stopped going down there and giving each other the business. Thats right. Its the end of the soda price wars. So heres what you really need to know. If we get a genuine greco russian we know ceo ingenuity is going to deliver anyway, because thats what she does. Thats the power of the combination of frito lay and pepsico. So why should i freak out about the dollar ramifications of the soap opera . You think the greek resolution is going to impact which reported a sterling number and shot up to still one more alltime high . Do you think that people will stop shelling out the big bucks to cure their dogs of Atopic Dermatitis . You think greece getting kicked out of the eurozone is going to impact swine herd wellness . Think again. You think Biotech Companies will stop dialing 1800labrat to reach charles labs . Its kind of like the mythical 555 area code. But the results were anything but mythical. Sending the stock flying up 3. 44. Almost 5 . Pretty much as ceo jim foster has laid out numerous times right here on mad money. And while were at it, how is the alldomestic rite aid stock going to be impacted by the european showdown that some record could reprise the reprisal . I think rite aid shelled out a couple billion bucks to buy a pharmacy benefit manager to go after those big Corporate Accounts that cbs does so well with. A titanic struggle might give you a chance to buy that stock below 8 before it resumes. I know what youre thinking. Its not just greece thats hot as. 44 magnum. Its not luck to see what apples built to reach a 725 billion market capitalization. Its not happenstance that chipotle is starting to roar back to life. Martin marietta on an amazing quarter will still give you fabulous numbers if ukrainerussia tensions flare or the fed leaks to its favorite reporter that it might raise rates in june, or u. S. Might put boots on the ground versus isis or several Oil Companies cease to pay their debts. So heres what i need you to do. You need to recognize that europe has been the gift that keeps on giving literally for years now. With each new crisis creating incredible buying opportunities in our domestic companies. Which means we have to stop worrying about greekss bearing gifts and start embracing the gift horse, as if its seabiscuit or Even National velvet. And you have to make peace with one of these ideas. With the idea of keeping some index fund powder dry for when the hedge funds freak out or force others to freak out and sell what they own, because they cant process the real impact of a financial war between the wealthiest state in europe. One last thing. The reason i dont have to worry about the greek monster in the closet besides my empirical night light, is that so many others are already worried. I have long since learned that its my job to spot when everyone is worried about something, because that means its hardly an unknown event. Notice i didnt use the term black swan, because thats a too cool for school hedge fund term. So hes the bottom line. Am i oblivious to the real issues out there . No. In reality the rest of the european centric folks are oblivious to the opportunities right here. Frankly for the sake of better entry points i hope it stays that way. To vince in pennsylvania. Vince . Caller jim good evening. And a happy belated birthday. I appreciate that. Whats happening . Caller want to thank you and all the crew for helping me out over the years as well. Got a smart crew going here. Whats up . Caller got a question on sea seadrill. Do you think seadrill is a buy now . Okay, let me ask you a question. Seadrill in the food chain of horrible companies, its right down there at the low. Why not up your game and go with a schlumberger . Schlumberger is a great company, whether oil is at 40 or 140. Seadrill is a roll of the dice. And we dont want to roll the dice. Can i go to ken in georgia, please . Ken. Caller hey, jim. Thanks for what you do for the average investor. Doing my best. Caller hey, i got a big position in petrobras. Should i hold on . A lot of times ive learned you think hey, i only have 6 to lose. If you lose the 6, its pretty awful. I think its one of the most undermanaged companies ive ever seen in my career. It is not too late to salvage the 6. But remember, petrobras symbols pbr, and theres only one pbr. Can i go to robert in arizona . Caller hey, how you doing . Not bad, you . Caller booyah to you and belated birthday wishes. Thank you. Caller my question is on dell chemical. Considering how flat theyve been the last three months and volatility of oil prices and their income being down from 2013 their net income, what are your thoughts on dow . I think dow is doing a terrific job. I think andrew livers is doing a great job. I think whats happening at that company is theyre improving the gross margins. They had a bit of a problem with activist. Got a little distracted. Going to be a lowcost producer of high quality proprietary products. By the way, dupont i know we talk a lot about nelson pelts. You know you make money if you buy what he says after he says it. Ive got to tell you. If he leaves i think dupont goes back down a lot. So i like dow, but not because of the activist. I like dupont in part because of the activists. Its the gift that keeps on giving. There are opportunities. Ill help you find them. Cisco reported a big quarter after the close. Youve got to stay with me on that, because i know that that stock could have a big move tomorrow. Then 700 billion. Apple is the First Company in history to earn such a massive market cap, but is it really worth as much as google and microsoft combined . Why dont you stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. While others go in circles. And repeat themselves. We choose to carve our own path, in the pursuit of exhilaration. The 306 horsepower lexus gs. Experience the next level of performance, and theres no going back. Im always on the lookout for huge transcendent themes and i think 2015 could be the year we embrace the connectivity revolution. Im talking about the internet of things where nearly every appliance can be connected to the web to improve the efficiency of any process you care to name. Whos at the very heart of this revolution . Cisco. The networking giant thats all about the physical backbone of the internet as well as being a terrific play on online security. Cisco just reported a truly terrific quarter after the close. Delivering off a 51 cent basis. Higher than expected revenues. Up 7 year over year. Robust for switchers and reuters. It was put simply extraordinary. Plus the company gave you a dividend boost which means the stock yields north of 3 . Hard to find right now. Cisco has them both, which is why i think the stock can trade higher. Lets find out more about the quarter and where his company is headed. Welcome back to mad money. Jim, its a pleasure to be with you again, but youve got to call me john. Fair enough john. A lot of people were moaning that United States isnt that strong. Many people are bemoaning europe. You had incredible strength in the United States, but amazing strength in europe. What are you offering the other guys dont have . Well, jim i think you nailed it. I watched your program here a week or two ago and you said you might be all about yourself on europe, but i think you actually called it very accurate. I think europe is in a return state. It was minus 4 growth just a short time ago. Two quarters ago, it was plustwo. This quarter it was plusseven. Without russia its plusnine. Were talking about how do you bring this digittization, this connectivity of everything you referred to earlier, to countries and to businesses. And you will see countries in europe move faster than the u. S. In terms of digitizeing their whole economy, digitizing their business changing their gdp growth job creation, health care and education. Were right in the sweet spot of all of those. Interesting enough, we grew 20 in southern europe. 17 in uk. 12 in germany. It was a clean sweep in europe. Just a great job by our team. But its business outcomes not selling reuters and switches. I think thats important, john, because i think trying to figure out routers, how are the switchers. I think seems that whats happened is the internet of all things has taken over. And people are digitizing cars. Lots of work on cars houses towns. And to think that youre this kind of hardware or this kind of hardware is not looking at the new cisco. Am i right . Youre absolutely right, jim. And while routers and switchers grew well in this quarter and 11 growth in switching, 2 in routing in a market that was contracting was very good. Our data grew at 40 . Our wireless business grew at 18 . Collaboration was back. It grew at 10 . Security only grew at 6 but it will grow better. What were doing is combining those to get business outcomes. It doesnt matter whether its the automobile companies, where were almost always the number one communications player. Or how companies go to the home. Were right in the sweet spot of those. But it is a lot more as you alluded to. We think it is five to ten times the Economic Impact of the internet to date whats about to occur, when every business every car becomes digitized. Thats kind of its extraordinary, because i know that there was a time when i was concerned about set top boxes. And i know you always point out whats not strong. Does it even matter anymore, that particular business . It seemed to be the only data point that wasnt usually up to strength this quarter. Jim, its a fair question. Set top boxes all the way through the data sent aerocenter and the cloud. They care about first mobility then video, then the cloud, then how quickly to deliver services. Were in all of those end to end. Our movement in terms of Video Service provider is clearly into the crowd. Set top boxes are a part of that. In terms of its relevancy, its relatively small in terms of its value. Youre right. Every other segment of our business grew 6 or more, almost without exception in terms of portfolio. So it was very strong. A lot of people are going to ask me because im american youre american, theyll say wait a second how come europe knows more than we do . We thought we were ahead of europe. We understood china might be ahead. Why has europe figured this out and we havent . Well, i think in terms of American Innovation and how quickly our enterprise customers are moving its been a very good example. Our commercial customers grew 12 . What youre seeing in europe however is the leaders, chancellor merkel in the uk president hollande in france Prime Minister cameron in the uk. If i said merkel i meant germany on that. They all understand digitizing their countries is the number one goal. Health care education, a new generation for their Enterprise Business etc. This is something the u. S. Has to learn. Its like net neutrality. Net neutrality is not about a transaction of nebraska new regulation. It is about how do you get broadband to every citizen in the country. I think were lag on that. We used to lead and were slowing down. American innovation, its strong and its there, but i think weve got to think about digitizing our countries at a much faster pace. India gets it. China gets it. Russia gets it. Germany gets it. Southern europe gets it. Weve got to pick up the pace here. I hope they listen to you in washington. John, another thing. Kelly cramer first time on the call cfo, great job. The cash flow is extraordinary, and youre buying back stock and increasing the dividend. How about this repatriation of capital. You still have a lot of money overseas. Id like to see that happen back to the point of american competitiveness. As weve discussed many times before, were noncompetitive in our tax structure. Were the only one thinking about a nonterritorial system. You have literally probably a trillion to come back to the u. S. I think theres a chance with the new transportation bill to do something creative with repatriation of funds. Youre not going to tax people on income theyve already earned in prior years. But you can say lets get a compromise here. Use some of the money we bring back for Repatriation Fund rebuild our infrastructure, highways, cities. Use some of it as a tax that we will pay at a reasonable amount Single Digits when we come back and use most of it to reinvest in america. I think the time should happen. I think well get a shot at it this summer. Odds, less than 50 50, but its a lot better than a year ago. I think people have to understand what youre doing these days. Youre talking about how it was the 1990s for the internet. Can you compare that era to whats going on now with cloudbased systems for us . Absolutely jim. And you and i have been around for a very long time. And by the way, congratulations on your ten years of leading mad money. Thank you. But youve reinvented yourself. And ive done the same thing here at cisco. Weve reinvented ourselves regularly. Most people when i talk to them about the mid 90s, they forget that we led the whole industry on outsourcing and manufacturing and how that was not a core competency for us. How you use services to produce outcomes. How you do acquisitions when acquisitions used to mean you were going to lose share. We show people how you take an acquisition with 10 million in revenue and turn it into 13 billion. We were the ones that learned how to close our books in literally 24 hours. We organized our company to do that. The companies that came to cisco, not just for our technology, but learned how we did this. Youre seeing the same thing again. This time, to your point its about cloud. Its about digitization. Its about Organization Changes that you have to do. Its about how do you do fast organization with agility in a very uncertain market. Cisco is not just back in vogue. Were leading again. Five to ten times more Economic Impact. It really feels good jim. We need to get better at articulating that to many of your viewers, and to many of our viewers. Last question a little bit of time. You used to talk about how much data is expanding, and everyone kind of said oh, chambers is just hes way too aggressive. Its far faster expanding than you even thought five years ago, right . Absolutely. Most of the projections weve made, jim, over the last 20 years, especially the last five have been conservative not so far out as many people thought. Wow. Ill tell you john this was the breakout quarter. The stocks been terrific all year last year. Just a great job. John chambers. The chairman and ceo of cisco systems. Great to see you sir, thank you for coming on. Jim, its a pleasure as always. Look forward to being on with you next quarter. Thank you. The stocks going higher. Mad money is book. Coming up, still ripe for the picking . Apples market cap hits the historic 700 billion mark. But does this tech giant really have what it takes to keep sprouting Massive Gains . Or will it crumble under the weight of everyones Great Expectations . Cramers biting into this one. At ally bank no branches equals great rates. Its a fact. Kind of like mute buttons equal danger. That sound good . Not being on this phone call sounds good. Its not muted. Was that you jason . It was geoffrey it was jason. It couldve been brenda. Some stocks just might be worth a lot more than you think. Sometimes the ceos know it. But other times they dont. Apples tim cook, for example, knows it