Turn things around. After three Straight Days the market once again opened down big. Nearly 140 points before the averages rebounded. Dow declining 40 points. Nasdaq dropping 2. 7 and the s p dropping 4. 9. I call it a victory for the bulls. How did the rebound happen . First we have pieces of positive Economic Data to help the bullish costs. One of the main reasons we have been hammered has to do with very pumped data involving our economy. Soft durable goods numbers were a bummer. Soso housing starts. Weak aggregate retail sales and the drum beet of negativity thats continuing to come out of china which cant seem to deliver the growth it used to. But this morning we have positive data from europe of all places. Im talking about the european loan numbers. This matters. It shows growth in borrowing for the first time in ages. You cant get an economy going until lenders extend credit and take a chance with it. Thats what happened in europe. Any sign that things are Getting Better might mean European Central bank will stop the devaluing of the euro which makes it difficult for our companies to compete across the atlantic. Something positive out of europe seemed to help. It wasnt all europe. We have good news at home too. I think hiring in this country might be slipping. I didnt feel that em boldened by payche x when the ceo said hiring has levelled off of late. This morning we got a weekly jobless claims number. Seemed to be lost in the shuffle of the bad news. This time saudi fears about taking over yemen. The uncertainty is driving up the price of oil but not enough to make you believe crude is headed sky high. Oil went just high today to make it so more Oil Companies can issue equity to refinance, thereby staving off the grim bankruptcy reaper which this market views as positivement more later in the show. Once we dispensed with the macro numbers its about earnings. From an earnings perspective today started gloomy. Hideous announcement. The third in a row from sani can, the flash memory maker. I would like to point out i have been a serial basher of sandisk and the analysts who continually recommend it. Just blasting the heck out of then. I have been pounding the table saying the company is moving big competitors like apple which head p it ridiculous for the analysts to fawn over it. Stock down 18 to 18. 5 . Should not be a surprise to anybody who watches mad money since the company did the same thing two months ago and the stock got clobbered. Initially a couple of these analyst accolades blamed the industry of oh semiconductors and tech something easily done. Yesterday taiwan semi a cell phone chip maker had negative things to say about inventories so the group fell yesterday. However, by midmorning the emerging con century sus was sandisk was the only one that did terribly. Even the stocks most faithful followers recognized that the problems here are with sandisk itself, not the customers which allowed the most important stock, apple to trade higher. Well have Solutions Later on. Their view of the situation, so much for the negative s. How about positives. Do you know what got them to come alive with pleasure . Two companies with stupendous earnings. Red hat and accenture. They dont talk to anybody. Red hat enabled Many Enterprises to embrace the cloud, save money versus keeping a hardware and Software Storage base on the premises while being enslaved to a supplier. My Charitable Trust bought shares from red hat after the ceo came on this show after the last quarter. I have never seen him as pumped as he was then. I tell you to watch the ceo interviews to pick up on things. Whitehurst made it clear the last quarter was the beginning of a series of breakout quarters. Nevertheless the stock got slammed the last couple of weeks. Nay sayers some took it to a sell and things got ugly this red hatville. Right up until last night. The Company Reported and it became obvious white hurst was right to be pumped. Hence why the stock over ran 10 helped by a huge buyback. Same thing with accenture. A gigantic Consulting Company with european exposure failed to disappoint and thats the phrase. It beat the numbers sending the big cap stock rocketing theerly 7 . Both were short squeezes. The moves that embolden investors on the sidelines to come in and do buying while chastenning the short sellerers who have been coining money until they got crushed. Speaking of coining money, many shorts have made a career out of bashing lululemon. This morning lulu bashed them with a better than expect ed quarter and a forecast that excluding the weather and the west coast port slowdown is pretty darn strong. So many people told me i was wrong for liking lulu in the last 24 hours including a half dozen certified unfocused chowder heads on twitter who pressed their short bets when the stock was trading down. At first i begged them to wait for the company to explain numbers on thenen cofrens call. You know how i feel about it. They stayed negative and kept chastising me. They unmuted me. They were subsequently carpet bombed when the company told a good story. We needed more good news to keep things going. Kraft rallied yesterday. Reaction to the terrific hines merger. We got more positives in the terms of facebook my kids will have to explain to me. Then there is a twitter story which says that company has surpassed yahoo as a media outlootout outlet for advertising. Some of the banks acted okay. You are never out of the woods in 2015. No, no. Keeps butting you right back in. Im an Old Fashioned fellow. I would like to see the transports rally. That hasnt happened at all. Union pacific, they got hit with a downgrade today. Sent the stock really. Im nervous about the airlines for a variety of reasons including weaker traffic in march. Because of what feels like a slower travel environment. The biotechs got hammered. They had an anemic rally mostly because of sel aregene and gilead. I dont trust the group. I think we saw what amounted to a panic low. We may need to revisit it. And the generals going over the top during the week which i said was a bad sign they were hideous today. Amazon netflix and tesla. These arent the leaderers we want. Remember how i feel about tesla. Love thor car, not the stock. Bottom line. The central question today wasnt why didnt we rally big. It was wie did we sell off more. The answer because there was enough good news for the market to stop being ugly even as there was enough bad news to keep a Little Things every time the averages tried to break into the black. Im starting with david in michigan. David. Caller booyah, cramer from michigan, a nice place to be from in the winter. We are rooting for Michigan State here. Caller good for you. Now that one of the wildcats got knocked out. Whats up . Caller i just finished your book stay mad for life. With oil being down and the forecast of it staying down or possibly going lower at least in the short term is it a good time to buy gold . You know gold is a function of a lot of craziness here. Im going to defer to the ceo of rangold who said you will see a lot of gold miners go bust. Yes, im actually attracted to gold. Im attracted to rangold and gld. That is a contrary call. I think im the only one making it. Tim in florida. Tim. Caller hello, jim. Thanks for taking my call. Hi, tim. Caller i was curious what you thought of sysco stocks. Its important the deal be done. They can jack up the prices. That would be very anticompetitive. It would do well for them if they were able to get that like dont want to give big signals to washington. Thats a vital deal. The restaurants are doing better. Sysco, the group is competitive. Its a great company. I like syy. Lets go to my home state. Jeff in new jersey. Jeff caller booyah mr. Cramer from new jersey. Get out of town man what street . Never mind. Dont do that. Get you in trouble. Forget it. Summit. Go ahead. Caller my question is about riteaid. Whats your opinion . Riteaid . Im thinking that acquisition with the pharmacy benefit manager was super. I like the chart. Im usually not a charter. At 8 the stock is a buy. I have to tell you, many my personal riteaid man, they know me in the pharmacy. Theyve got my picture on the wall. Sure there was plenty of bad news but there was also good news enough to allow us not to sell off more than we did. Tonight we have ugly action in sandisk. Im talking to a major supplier to apples iphone to see if there are opportunities created n. The oil market its in flux. Find out how the new dynamics are impacting your money and why Warren Buffetts kraft buy isnt the only interesting thing happening in the Grocery Stores. I say stick with cramer dont miss a second of mad money. Follow jim cramer on twitter. Have a question, tweet cramer madtweets. Send jim an email to mad money cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. At mfs, we believe in the power of active management. Our teams collaborate around the world, which leads to better decisions for our clients. Put our global active management expertise to work for you. Mfs. There is no expertise without collaboration. The hideous guidance this morning from sandisk, a stock i have been telling you to avoid for months caused the Semi Conductor space to get slammed today on top of yesterday. This could give you a buying opportunity in companies with nothing to do with their weakness like Skyworks Solutions which makes High Performance radio frequency and analog Semi Conductors for smartphones, cars, Wireless Networking and industrial medical and military applications in particular they make amplifierers for cell phones. Some analysts say its about five buck this is the iphone 6. This Company Reported a phenomenal quarter at the end of january. The stock pulled back as part of the broader selloff. Skyworks has been a huge long term winner for us. The stock gave us an 800 gain since i recommended it this july of 2009. Its up 24 since the ceo came on less than four years ago. Its got more room toen run here. Lets check in with the chairman and ceo of oh skyworks to hearer more about where the company is headed. Welcome back to mad money. Good to see you, david. Skr have a seat. Everyone was talking and i thought i wont do that. I go through your website. Youre talking about a 70 billion number. Thats the number we should focus on. Thats what long Term Investments should do. Thats the internet of things. All the devices around the world that will somehow be changing our lives perhaps by connecting through the internet to some device which may be the screen on your automobile. It may be your laptop probably your shortphone. It seems like it dropped in your lap. You probably have Semi Conductors that you thought maybe they would never really matter. Now connected car, you are using a 67 growth rate connected car. Auto. 39 auto is 39. Connected home is 67. Are you in the thermostats we looked at with honeywell . Are you in the different infotainment devices in the cars . The short answer is yes. Its all connectivity whether its wifi, 3 g or 4 g cellular. You have a previously wired device or perhaps something never wired. The idea is the technology has become affordable. People are used to it. Comfortable with it. Its more secure. We are in Johnson Controls nest thermostats, the grid. Thats the googlele. Thank you. We are in the grid devices you may use for gaming consoles or routers. The whole network around the home or in the automobile is opportunities for us to just leverage the connectivity into all of the beautiful vertical markets, high growth markets. What i loved in your website and its fantastic. You have blood sugar youre doing. Youre doing stuff thats healthrelated, biomedical. Right. If i one day am going to get the great watch to monitor my Blood Pressure it will have a skyworks chip . I think it will have a skyworks chip and a read. Its most likely in the embedded device you could wear on your belt. The idea is its delivering data. Monitoring, sensing, processing the data. Its connect to something. Maybe a display in the hospital room. Perhaps to your phone. There is also so many things going. Youre talking about 4g lte router content, everything going much higher. Youre doing things where your growth, 21 . The profits are growing faster than that. Then you say it is still early stage global deployment. Well i think in the case of lte, if you look at china, for example. Maybe 90 million devices. This year 250 to 300. Youre in these . We are in these. Chinese white box. Or the foreign brands that are selling directly to china. Ok. The content for us in 2 g we were just transmitting receiving over frequencies. Today we are in the disthe play in the wifi connectivity piece. There are so many bands and so much complexity that host of the customers are looking for somebody who can put it all together, lay it out on the pc prksp b. Its true when you started talking with me you were in one or two oems. Now in every major cell phone. Really. I think we are in every we have some level of content in everybody. You used to be some commodity. As we go along its more proprietary so you cant be ripped out for another company. No. Its tough. Mostly customized. One thing is they used to pit you against them. The customers were with radio experts. Think about it. They were buying a relatively low level of complexity. Today because we have acquired companies, done organic growth we are we able to put the Building Blocks together. We are talking about dozens of bands, trying to coexist with wifi competing for frequency. Making raising havoc with the frequency s within the phone. Somebody can shield it solve it. Make it operate in an fesht manner. If we can do it better we add value to our customers. Its sticky. There are new ones you have. Things you think will come up. I saw aerospace. Connected . It could be. If you think about it go back 15 years ago, all of this technology was developed by High Frequency communications. Could be radars. All military. Thats where we all cut our teeth. Massachusetts is more military than it was. My first job. We still do that. Correct. On your website you talk listen, it will be netflix, facebook google, e baibay. You use the phrase follow the money. What do you mean . We love the term. Today if you were to look at listen to the Earnings Report from the Successful Companies they are all talking about mobile ad revenue. Talking about streaming over mobile devices. Facebook and other thats you in every one of these. The beauty is the money trail ends at having a reliable pipe with a device that can stream. Always connected. We try to be in the front of that. One thing is there were companies we didnt think of. We see nxpi. Smart guys. We are seeing our friends at cypress. Everyone is merging. Do you have to merge . Well, we bought companies. We created this company through acquisition. Required connection. Thats right. Cnxt. We closed a filter. With panasonic. We are selective. Well do acquisitions. We have growth ahead. Corvo was with put together to stop you. I love consolidation. What you have is excess capacity taken out of the system. You get more rational competitors who want to make money. Okay. I think its come down to a very few competitors who can do the system or oh yented side of the business. Thats where our customers are going. You saw it coming. You really did. I i remember when the stock was down and out. Everything was so just looked like nothing could come of it. You made the best one with of the whole group. You really did. Thank you. Fantastic work. The stock is down because of this other craziness. The chairman and ceo of Skyworks Solutions. After the break i will try to make you more money. Announcer coming up seismic shift. This aint your fathers energy market. Turmoil and thunewly tapped reserves changed the game. Tim pact of the move could have unseen consequences. Cramers got the scoop next. Oil sure aint like it used to be. There was a time when a whiff of unrest in the middle east could send petroleum skyrocketing. We have seen crude spike from arab embargoes, unrest in libya, war hs in iraq turmoil in iran. Until now we have never seen saudi arabia actually be threatened from the outside by a bordering nation. We havent seen the possibility of yemeni rebels planning to attack saudi arabia and we have never seen our ties with saudi arabia be as tenuous as they are now much to the chagrin of a regime that produces 10 Million Barrels a day. They can influence the price of crude more than any country on earth. This is all the rally today. All the rally they can muster up just a meager couple of oh bucks on the news that the saudis will defend themselves prs a possible attack by insurgents base ed in yemen. I mean they had to put together a coalition to stop them. You mean the price of crude could go over 50. Certainly half of where it was less than a year ago. Even though saudi arabia is this a pincher. Welcome to the new world of oil where the United States will produce more petroleum this quarter than any time. Hardly a day goes by where some hapless oil company that believed oil was going well north doesnt issue stock to stay afloat. Whiting petroleum floated 35 million shares a gigantic delusion to keep paying the bills. We have had a couple dozen Oil Companies all struggling to pay with refinanced debt and equity. Almost every oil company in the country is high grading meaning they are cherry picking the best properties, not exploring much which is why the count has been cut in half. The main thing to know about the oil patch is every time crude gets a lift of of whats happening in yemen all the companies are selling crude in the futures market. They are offering oil at a price thats often slightly above their own break even. Just so they can keep the lights on. In other words, u. S. Supply keeps over well. Ing worldwide demand even in the face of