Is down by just. 10 . A road map develops for what could be a very, very good day in technology. Hear what Steve Ballmer has to say. The mini ipad is out. More trouble at best buy, a Major Management shakedown. And is cramer going to call this the come back story of the quarter . And could it keep the ceo off the hot seat . We begin today of course with microsoft officially unv l unveiling its the secret staging area microsoft uses to lae out its Retail Stores nationwide, we talked to Steve Ballmer about pcs versus tablets. You asked me whats going to happen to the pc market and the tablet market. We cant tell them apart. But with one arrow, we have if you will gotten two birds, tablet and pc, but we dont want to let any of the innovation surface of that not be exploited. Thats the only statement were making. What do you think its going to do . Because if theres so much hoopla about windows 8 a year ago. Its a dividend play, its a utility, its a little more spark. The company itself, the ones i deal with are more fired up about it. Last quarter wasnt a great quarter, it wasnt a bad quarter. Microsoft is trying hard not to compete with its own customers here. I like the product, that does not usually matter with microsoft, in this iteration. You dont buy the stock off of it and you got to see whether it sells well. It microsoft and that no longer means its going to sell. I can always tell with you because we ask you a question and your voice sometimes get a little more fired. I want so much for microsoft to be the old microsoft, i want intel to be the old intel. I want cisco to be the old intel. If you go back to 2011, steve jobs on his death bed talks about how we didnt get to dominate in pcs because we had a closed architecture and microsoft dominated and in what, 18 months, everything changed. Now windows playing catch up. Its obviously a cold company, people dont talk about wanting a microsoft product. This is technologically a very exciting product. I have used it and liked it. For months. And liked it. But it hasnt translated, if people looked at it, if they advertised on facebook and people took a look at it i think people would like it and be impressed by it but that ma be too much of a leap. The enterprise layer is stickier, because people are going to want to use outlook because thats what we all use, this is going to, over time, as Companies Get used to more tablets, not so much click house mouse is going to change. One of the Great Stories out there is Information Technology under complete fire because all they do is order dell and hewlett packard. Dell, dell, dell. We all look at the Information Technology people and they say, listen, its more secure, its not more secure. They say listen, its inventive, its not more inventive. They are going to lose their jobs if they dont go to apple soon. Most of the ceos are too old. They dont know what younger people want. They stick with dell, they stick with hewlett packard. Its a generational change. Its like i remember when when i was at goldmansachs and ibm selective typewriters, they say were going to stick with ibm, the select trick is a real good product. Look at this little thing here, you have a c and no, the Information Technology, listen to me, Information Technology people, were not going to use this as cover, youre going to keep us trapped in this box, and our kids are not going to want to work for you, theyre going to go where they use apple. There are kids who have never heard of a selectric anymore. No more whiteout. In terms of the change of sentiment of microsoft and windows 8. Now were not hearing that, were not hearing that buzz from hewlett packard, were not hearing from dell. Overnight boasting earnings, grim outlook for the surface tablet, theyre saying that retailers are reluctant to take on inventory from Companies Like acor, because the company is putting windows 8 into their computers. When you go over these tech earnings, its either because of nokia exploring anyone whos in wintel, thats the old windows, microsoft. Listen, guys, its not really apple, its not exciting. One thing microsoft has going for it that one stock is so horrible. They have said i will buy only intel. But when we think about a secular shift, we think before rows, we think ncr, we think control data, the whole time they were do that, data general were sneaking in on the other side. Theyed a the mike crowe they had the micro, they had the intel. Microso mic Microsoft Surfaced with a usable product. We used to have a lot of worses. To quote a kennedy. We had a lot of bayonets and horses. Apple is set to report on the bed tonight. Company to earn 8. 91 a share. But the watch is on about what apple will say about ipad and iphone sales, were thinking they will discuss supply c constraints on the five and whether tim cook really did suggest that ipads are behind when they announced the middle of this week. John ford offered more insight about apple than any analyst i heard. And what john ford said, our on guy, said dont be so literal. The 100 million ipads. Apples come down a lot. I have always said invest in apple, its been way too traded. Everyone has traded it. This is a difficult quart because we dont know how much they really sold. We know verizon sold a lot. We snow sprint sold a lot. A couple of quarters ago, we thought you could put a template over apple through the telecoms and it didnt work. But i do like the fact that the stocks come down, when you put soldiers on the beach and you dont soften it up first, they get slaughtered. This is the most softened up stock i have seen. Its been a long time that apple has been cratered in the head. Do you think it happened for a reason . Estimates have come up, but will apple beat the 8. 82. Future forecasts for the fourth quarter. Apple and amazon report numbers that have nothing to do with the numbers were looking for. Because they dont play the game. Apple doesnt play the game. These guys when i say play the game, theres guy who is look at this, youll see these numbers who say oh, beat by a penny, thats playing the game. Apple is in its own world. Theyre going to record a number, it is very hard to reconcile their number to what the analysts are looking for, this is not proctor and gamble people, this is not coal gate. What they will tell you is its going to be a great christmas. And people are going to say, i cant leave it when december 11th is the 10th or these days of u. P. S. Say are great days. Its a powerful story that we keep waiting for the other shoe to drop because steve jobs is not alive. There were note im interviewing for a bucknell fundraiser start. All i want to ask them s what other products were really, they have that car that ran on water . Did he create that . I would love to hear that there was iphone 7 because that sustains momentum in a low multiple stock. Each generation of iphone, is just less evolutionary, or revolutionary, i should say a better word even. Because iphone 5, was not such a huge difference, it was designed different. Slight, slight tweaks. But when it gets to iphone 7, do you see the bang to the stock . Kwrksz e3, right. I used to do a lot of work with intel and microsoft. And what they would tell me is the innovation would come from smaller and smaller form factors, but now they have chips on a chip. If arm holdings can develop a chip on a chip, so that we have 48hour battery life. If there is some chip that makes it so that that little form factor is somehow able to create a keyboard that we never thought so older guys like us are not constantly typing things which says minnesota is going to win and it turns out Something Like eagles are going to win. Were going to love it. It has to do with tinnards. Two of best buys execs are leaving best buy. I dont know. How quickly does the headlines read duck chairs. I think when they fire everyone, its going to be a big quarter, not. I think this is an outloaded company, its very easy to be in a secular decline. Whether it be radio shack, the old lafayette, circuit city. I remember when sharp was running circuit city. When i shop at best buy now, it is absolutely true, you call them, you deal with them and you just say wow, i would rather have amazon deliver the product to my house. Theres also linens and things, bed, bath and beyond is now the best retailer. How does bby in everything thats kmod advertised. I wonder if theres room for any kind of return. Bed bath, the stock was down hideously. Its taking out the millennium day. I have a bed bath thats very close to me. Its the first one, theyre a jersey company, and i keep trying to price what amazon has, this is an impulse place, it does a lot of couponing. Jc penny moves away from coup couponing. I do think that best buy in the end makes easily checkable products. What is that samsung . What number did you have on that tv . And then i go to amazon, i go to best buy. I price compare. I had the misfortune of trying to buy 60 inch best buy tv. I not that long ago, i wanted to do it on the phone. The card says jim cramer. Why would i try to scam myself. Am i trying to scam myself by sending a tv to my dad. Well, prove, prove, prove that hes your dad. Amazon doesnt care if hes my dad. Joeys in Customer Service. Eventually i had to go there and they said, oh, hes your dad. Hes not even here, how do you know . Proctor and gamble narrowed its focus on chief Financial Officer was asked if the companys Quarterly Results silence critics of ceo bob mcdonald. China on the quarter organic sales, up 7, russia up 8, brazil up 28 and were starting to see a turn around in our core developed markets as well. So theres a lot of good news. He delivers. He delivers. It was one good quarter. He delivered mcdonald, army ranger, who had been a softy when he came in. Was unwilling to make the changes. It looked like that laughy did give him the company he wanted. But i will say when you have a bottom line where you have quarter earnings per sharks im reading from the trademark, much stronger than expected. They had seen it to yuunilever d colgate. Unlike one other company thats ever been able to the Facebook Advertising works, mcdonald delivered bob macken ernie. 6 s a lot. Kimberly clark yesterday saying thatre going to pull out of the diaper business in western and central europe. Those are companies losses or pains . Kimberly is, kimberly blanked. I never thought kimberly blinked. I remember when they were a little Midwestern Company who decided to go national. They really figured it out. This was a remarkable quarter for proctor because they said, listen, dont even try to compete against us in business. Pope was down a lot. But i think that this was a quarter and its going to say, if i were at colgate, i would say darn it. If we were at bow sew, were wrong. I thought this was going to be the quarter we delivered. Is he on acmans i got guys who, ackman, its like the xancompany xanax thing the pin. Those who have trouble sleeping, he lets us know, guess what we got a new nyquil product. Nyquil zzz. That guy paulman came from proctor. Those who bet against proctor are betting against the renaissance. You talked about the tale of the week. Its not to come in and be green just because bernanke may or may not have a job. When we come back, betting the farmville, well go into zyngas new plans. Plus out of all of todays executions for disappointing earnings, one stands out for a gold medal winner. Dunkin with new coffee. Best picture on futures we have seen all week, stock down four out of five sessions. Were back in a moment. Ke rowe d dealer with a little q a for fiona. Tell me fiona, whos having a big tire event . Your ford dealer. Who has 11 major brands to choose from . Your ford dealer. Whos offering a rebate . Your ford dealer. Who has the low price tire guarantee. Affording peace of mind to anyone who might be in the market for a new set of tires . Your ford dealer. Im beginning to sense a pattern. Buy four select tires, get a 60 rebate. Use the Ford Service Credit credit card, get 60 more. Thats up to 120. Where did you get that sweater vest . Your ford dealer. Then dont get nickle and dimed by high cost investments and annoying account fees. At etrade, our free easytouse online tools and experienced Retirement Specialists can help you build a personalized plan. And with our no annual fee iras and a wide range of low cost investments, you can execute the plan you want at a low cost. So meet with us, or go to etrade. Com for a great Retirement Plan with low cost investments. We dont call this our company, we call this our mission. Green toys teaches children that if i have a milk jug and i stick it in the recycling bin it can turn into something new. Chase allows us to buy Capital Equipment to be able to manufacture in the states to the scale we need to be a global company. With a little luck green toys could be the next Great American brand. Find whats next for your business at chase. Com mainstreet ive been away for about a week or so, in that time zynga is back. Even though zynga still stinks. It sunds like a real company, which is no longer frat house. It did have a backbone to it. This poker initiative. People really love online gaming. Its based in the uk. I cant play it in the u. S. But just trying to figure out whether that will be a subject, this company has a pulse because they have a lot of buy back, they have a lot of cash. They have a lot of firepower beyond that, the recognition that the games have not been exciting was terrific. We needed to have them fall on their sword. They fell on their bayonet got trampled by the horse. You would not equate their recovery to what facebook announced the night before . Zuckerberg, that was a great quarter. I want to say why it was a great quarter. Because a lot of people were saying on jim cramer how could they reverse like that. They switched their operating system, theyre now going toward apple and now going toward android. Zynga is a hit business. You got to keep coming up with hits. If poker is a hit, the stock can go through 34. Cramer told you how to choose companies sitting above the fray in this moment. Later on, meet the top executives behind a website looking to capitalize on a 30 billion a year industry. Stick around to find out which business were talking about. Andlet take a look once more at features, look at the dow, looking at about 85 at the moment, much more squawk on the streets straight ahead. Here with cramers mad dash. Cloud infrastructure, wow. Sagans back. Yesterday you said tech had been the disgrace of the quarter. Has that changed for good so far . Techs still bad. Its just that the stocks got oversold. Winn. Steve wynn. Hes dictating tax policy. He says the taxes are low for dividends, he made the case to keep them low. I dont know if people had fixed the debt want to keep dividend taxes low. They got to fix the debt. Not that many. I mean he thinks hes got a lot of irons in the fire, ant dont forget, chinas been strong. When i say strong, its a relative game. How about modest week, wynn has been in the range. When we come back, as you might know, after a facebook surge, zynga having its own little rally. Dunkin. Stocks up sharplily this year. Also a taste of tech, well talk to the ceo of adobe. A lot of trading action when we come right back. Is the main stream media is the main stream media really intent on [ male announcer ] this is karen and jeremiah. They dont know it yet, but theyre gonna fall in love, get married, have a couple of kids, [ children laughing ] move to the country, and live a long, happy life together where they almost never fight about money. [ dog barks ] because right after they get married, theyll find some retirement people who are paid on salary, not commission. Theyll get straightforward guidance and be able to focus on other things, like each other, which isnt rocket science. Its just common sense. From td ameritrade. The openi ing bell is ringi on wall street. Well be speaking to former senator judd gregg and the advisor to the president. Well be speaking to the voechlt in just over an hours time. Nice counts here after a few sessions of losses. U. S. Earnings. Were finding something to talk about. Proctor, major company, we saw conoco reported a decent quarter. The tech numbers werent as horrible has we have been getting used to. Its nice to have something to talk about. One trend im noticing after kimberly clark, now Ford Companies really paring, their exposure to europe. Uk actually had decent gdp. It wasnt the olympics, you need to know. Closing reportedly some facilities in southampton. Not long island, southampton, england. 30 of capacity. People have been after him to do this. People have always been thinking europe will come back, give it some time, europes not coming back, they have no Growth Initiatives whatsoever. Alcoa had to go with an italian plant and a spanish plant. Theres no significant room in those nations to grow. Better than even the seg lar reteal trends . This is the renaissance, this is the moment for autos, this is quite simply a boom, an unexplained boom when you look at the uncomplainable given the boom. But a boom in autos. And a boom in housing. We got numbers from pulte, higher rental rates and record low Interest Rates. Hes saying new strength in housing could accelerate the pates of the economic recovery. Im surprised at the price point thats selling, too. The higher price points, and it looks like the inventory worked off to some degree at banks. They cant seem to put the past behind them. But look, housing and autos can trumpb even government shrink and industrial shrink, Norfolk Southern was very disciplined, but it was coal related. This auto economy which is what it used to be when we were in autos. Even the durable goods, you know, look at aerospace, autos, housing are major expecomponent the under the circumstances economy. Unfortunately in europe, theyre major too and theyre bad. Banks across the board very strong. So far in the session along with home builders, Energy Stocks doing well. And microsoft up 1 ahead of windows 8. Possible markup end of month. How much is joy, how much is good earnings, how much is the recognition it oversold . Good questi