Cramer's Mad Money - Who Enables Jeff Immelt To Run General Electric From His Phone? (11/18/13)

Includes: CRM, EBAY, GE, HPQ, PHG, SWY
by: Miriam Metzinger

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday November 18.

Editor's Note: There was no Lightning Round session on Monday's program.

CEO Interview: Marc Benioff, (NYSE:CRM). Other stocks mentioned: Koninkliijke Philips (NYSE:PHG), General Electric (NYSE:GE), Hewlett-Packard (NYSE:HPQ), Safeway (NYSE:SWY)

Cramer visited the Dreamforce Conference in San Francisco and spent some time talking to "master of ceremonies" (CRM) CEO Marc Benioff. CRM reported in-line earnings with revenue that rose 36% year over year. Unbilled revenue increased by 40%. Benioff said it was a "monster" quarter and discussed Salesforce's recent "victories," which include an ultrasound machine produced by Koninkliijke Philips (PHG) with a support button that can give instant feedback. Another client is General Electric (GE); GE CEO Jeff Immelt is giving one of the keynote addresses at the conference and has commented that Salesforce's services enable him to run his company from his phone. Salesforce is also developing a product with Hewlett-Packard (HPQ).

There are 350 companies making presentations at the Dreamforce Conference, and Benioff believes they represent the "new economy" and the "cult of innovation." Salesforce's ExactTarget acquisition has been successful, and its technology has enabled clients like Safeway (SWY) to have a direct experience with the consumer.

CEO Interview: John Donahoe, eBay (NASDAQ:EBAY)

The parent company of PayPal and Braintree, eBay (EBAY), has been changing the way people send and receive money. CEO John Donahoe says that PayPal is expanding, and the Braintree acquisition was essential, given the move into mobile. Now it is possible to pre-order using mobile before going to a restaurant and to pay directly using PayPal. While there have been some remarks made by management that the upcoming holiday season may be a slow one, Donahoe says the number of PlayStations sold on eBay bodes well for the holidays. StubHub, a service for buying and selling tickets, is growing in popularity and is seeing its debut in the United Kingdom. Cramer thinks eBay is a very cheap stock, given all that it has to offer.


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