Others, and some never even get done because of factors beyond the control of the dealmakers. These aborted takeovers can make the entire market go up or down because they remind you just how fragile stocks can be like in todays muted session where the dow only finished down 13 points, s p inched up 0. 5 , and nasdaq declined 0. 17 after a very rocky morning. Knowing how to identify a good deal or what can kill a deal makes us better investors because it means well be ready to buy stocks on the weakness specifically caused by these kinds of breakdowns or maybe to profit from the strength it can generate as both often have nothing to do with the broken deals themselves. Lets talk about the big story right now, the current state of the nondeal of salesforce. Com buying twitter for the rumored make or break price tag of 29 a share, 9 higher than the stock is now, because thats a prime certainly the case at the sessions opening before it came to its senses. First lets go over the genesis of what now seems like a broken deal, a genesis that initially had very little to do with twitter itself. Oddly it had more to do with linkedin, specifically the breakdown in linkedin stock from 205 at the beginning of february down to 100 a week later when it collapsed on really terrible guidance after an okay quarter. Linkedin was one of the few remaining publicly trading social, mobile, and cloud companies, the kind of companies that are overflowing with data. As mark benioff, the ceo of salesforce, has stressed to us again and again, data has become the new currency of the realm. Benioff acquired a slew of companies while investing in new products that mine and interpret data to figure out who the best prospects are for whatever enterprise hires them. So when linkedin cratered, he got interested in buying the whole company, but so was microsoft, which wanted to used linkedin to boost its cloud now, it is tough to get into a bidding war with microsoft given their huge cash position, so benioff ultimate dropped out when the price tag went to 26 billion, or a few dollars below where linkedin traded before that february breakdown. By the way, benioff told me yesterday that there are grave antitrust concerns with this deal that could really hurt salesforce, concerns that stem from what benioff calls aggressive statements by some microsoft executives about what the Software Giant is going to do with all that linkedin data. Benioff is trying ostensibly to restrictions on potentially anticompetitive ways that data can be used. I dont know if hell be successful. But as benioff told me yesterday, we looked at linkedin too. We would have loved to have it, in part, he said, because it had great deferred revenue, so it made it very exciting. Now, im going to give you in english what that means. It means the companys earnings per share were understated given the fact of its subscription accounting, a Business Model that takes in a lot of money, which has to report it whats known as ratably, meaning not all at once but over the lifetime of the company a lot of cash in the bank. It was making a huge amount of money. Now, cut to twitter. This companys stock has traveled a long way down from 74 where it traded in its growth heyday at the end of 2013 all the way down to 14 back in may. Benioff and others were intrigued by that decline, not to mention twitters treasure trove of data, data about its users. All individuals who could be potential customers for salesforces enterprise clients as twitter is pretty rudderless without either growth or strategy to mine its own data. Rumors about any pending sale were dismissed because the companys parttime Ceo Jack Dorsey was given a one year grace period to reignite growth. However, the decline in the stock created too much opportunity for those who viewer twitter not as it is, which is a trashtalking, rotten tomato throwing pseudoinstitution thats driven away as many follower as it currently has, but as it could be, which is a business with unscaled mountains of that new currency, data, that wouldnt have to do national blockers day like im doing today. We learned recently, thanks to our own david faber, that twitter was contacted by a host of suitors, most loudly by salesforce but also perhaps disney and google. They were enticed by the cratered stock price as well as the ennui at the top of twitter. But by the time we found out about the for sale sign, two things had happened. One, the stock had run from 14 to 21, putting twitter at about a 15 billion valuation. Thats 5 billion more than the honey that first attracted this and, two, their business had taken still one more step down to the point where the word disastrous keeps being thrown around as the operative term to define how twitter is doing currently. No matter. The stock started rising furiously when word leaked out the company was indeed on the block. Management told all customers the price tag would be 29 bucks if you wanted it, which was 3 bucks above where it came public, twice the price that attracted buyers to the trophy to begin with. Twitter has no deferred revenue and if you back out all the stock compensation, its a no Growth Company with no real earnings even if it does have 3. 5 billion in cash on the balance sheet. That dramatic rally and the newly expensive price tag that it would cost to get the whole darn thing, well, it pretty much caused everyone to drop out of the running, except for salesforce. Benioff again covets twitter because of its potential as the last independent social Media Company out there. Steep, seemed intriguing to him if the shareholders liked it. And if they liked it, then why the heck not do it . At least that was the logic until yesterday when the talks grew so heated that shareholders actually rebelled wholesale, and many of the large growth funds that own salesforce. Com stock admitted to wanting to dump it all if benioff pursued the deal. We never got a definitive no from benioff no matter how hard i tried yesterday, but ill tell funds and the fact that buying twitter could set back salesforces amazing timetable to go from about 10 billion in revenues to 20 billion a short time just revolted the true owners of the company, the shareholders. When it was reported that google dropped out and salesforce had cooled to it, twitter stock got hammered, sending it down 20 today while salesforces stock rallied 2. 84 or 4. 15 , putting back most of what was lost. I still believe if benioff can take a piece of the darn thing, to lay off some of the risk and the costs so to speak, it could come alive again simply because twitter stock is once again going down big. Nevertheless paying a dollar amount north of what microsoft paid for the far more profitable linkedin, the price he needed to commit to in order to get twitters board to sell, that killed the deal. Execs were concerned twitters site has become too darn mean. I heard that word a lot too. Bad money drives out good or the haters drive out the good users who are worth advertising and seeking. Put it all together, and you got a deal that just doesnt work except at a much lower price, and 29 is not that price. So in the new world we have to ask ourselves, are there deals that are just a bridge too far for the acquirers shareholders to accept . Is twitter therefore out of play . Im not sure. The lower the stock goes, the more intrigued other suitors will be. Maybe a verizon, maybe at t, both of which need more growth and might be able to reignite that growth by using twitter as part of a larger suite of online offerings. Otherwise, though, twitter stock may not be done going down, and the board has to cut the price it settles for before anything gets done. A price that could be lower than the roughly 20 price where the stock went out today. Heres the bottom line. At this point i dont know if there will be much happening to companys next quarter on october 27th, which ill tell you im betting will be hideous because otherwise, really, someone probably would have bought them already. Lets take calls. John in california, john. Caller jim i, you know, we love you out here in sacramento. Glad to see you out here. Me and the caveman have bought oracle when it was around 10. Weve done really well with it. Would you take some off the table or would you hang on to it for a while . Thank you for the kind comments about sacramento. Not that far from here. I wanted to visit it. I miss it. Ill tell you this. You got to take out your cost basis of oracle. Lets ring the register on that. You can let the rest run. I dont think its running anywhere at all. All those buy backs, all the kings men doesnt seem to be able to get this stock back to 45 again. Mike in michigan, mike. Caller jim, hey. I bought Credit Suisse after the initial brexit drop back in its up 25 since with the brexit fears looming again, is that a sell with 5 dividend out of the question . No, i dont think so. I mean i think Credit Suisse is actually conceivably a company that can profit from the chaos. I dont want to own the stock because im not really pushing the financials very hard. But that yield seems safe to me. Not really sure because some of these banks over there are cutting their dividends. Im not going to tell you to panic off of brexit. I think theres a lot better opportunities in ban a from that company, including one that action alerts, the club that follows my Charitable Trust, which owns citi, letter c. I think thats a better buy. Joe in florida, joe. Caller cramer, i got in on the ipo of nutanix last friday, ntnx. Im up big and i need to know should i hold it for the long term or ring the register . Kaching, kaching, my friend. I dont know how good that one is. And the one that came public today software. Twitter could still find a buyer, but i dont think well see a deal until the stock is appreciably lower or the company does a lot better. Im betting unfortunately on the former to be the catalyst because i believe those upcoming numbers could be ugly. Coming up on mad money tonight, its a secret weapon for Companies Like under armour, airbnb and Dunkin Donuts. Ive got the exclusive with digital guru new relic. Then can fitbit take a real this Holiday Season . With the stock down 50 this year and looking mighty cheap, im getting some answers from the ceo. And find out where your great, greatgrandfather is from. 23andme is making it a reality. Ill ask the ceo how the company is revolutionizing the health care industry. So i suggest that you stick with cramer for our special, invest in america, defining the future. 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. Ahh. Still sick, huh . Ill take it from here. Im good. I just took new mucinex clear and cool. Ah whats this sudden cooooling thing happening . Its got a menthol burst. You can feel it right away. Wow, that sort of blindsided me. And it clears my terrible cold symptoms. Ahh new Mucinex Fastmax clear cool. Feel the menthol burst. And clear your worst cold symptoms. Start the relief. Ditch the misery. Lets end this. . . Dry spray . . . Thats fun. . . Its already dry no wait time. This is great. Its very soft. Can i keep it . laughter all the care of dove. Now in a dry antiperspirant spray. Awarded best of beauty by allure. Around here, im lucky to get through you know what, dont worry about it. My bargain detergent couldnt keep up. It was mostly water. So, i switched to tide pods. Theyre super concentrated, so i get a better clean. I mean, i give away water for free. Im not about to pay for it in my detergent. Tide. Number one rated. Announcer we rely on our apps every day, but who do developers rely on to keep things running smoothly . New relic, empowers coders to please the mobile consumer. Can this tech star keep your portfolio running optimally . Over the past few months, the pure Growth Stocks have gotten at least some of the group back which makes this a terrific time to come out f happening with some of these highflying cutting edge tech plays. Take new relic, newr. Its a Cloudbased Software company thats very meta. New relics Platform Helps Companies understand monitor and measure how users are interacting with it in realtime. A sophisticated dashboard with vast insights into their own digital operations. In short f youre running a business these days, especially one with a web presence, youve got so much Software Running that you need a Software Analytics firm in order to understand it all, thats where new relic comes in. This, like so many other highflying stocks, not profitable. New relic got slammed last winter, falling from 40. 11 months ago down to 20 at the market wide lows in february. Lately the stock has been making a big comeback. Trading up to 36 and change, around 25 since we last spoke to the ceo a little more than three months ago, in part because the Company Reported a super Strong Quarter with very bullish guidance at the beginning of august. So can this redhot cloud name keep climbing . Yesterday i got a chance to check in with lou cirne. Hes the founder and ceo of new relic, to find out more about his company and its prospects. Take a look. Lou, we can talk about the unbelievable growth, 54 . I dont have Many Companies that we talked about an amazing revenue ramp. But i want to talk about what happens when you come to new york and go to your favorite place for a cup of coffee. Well, i love coming to new york, jim. Its a wonderful city. When i do, i make a beeline for Dunkin Donuts. What Dunkin Donuts is doing and what most big restaurant chains are doing right now, theyre moving digital. I can preorder my coffee and my doughnut on my phone, and i can skip the line and get straight to my hot coffee. But how do you deliver that great digital experience . New relic is the dashboard for that digital experience. We measure h ordering their coffee and doughnuts not only for Dunkin Donuts but for 14,000 companies, whats going on in their digital business. We do that in real time for our customers. Lets say i didnt use new relic. I just did it the old way, alienate customs versus the guy that did it the new relic way. Right. You know, if you dont measure something, how can you stay controlled in it, how can you improve it . Customers without new relic arent measuring their Digital Customer experience. If you cant measure it, you lets say we do three things for our customers. First, we make sure theyre open for business. Is the site working . Is the mobile app working . Then we measure the customer experience. Then we help them deliver Better Business results as a result of understanding their Digital Customer. I understand Digital Customer. I go to an rei in the middle of nowhere in arizona, and they knew about what i cared about, and thats new relic too . Well, again, Loyalty Programs are moving digital too. Everyone has a phone in their pocket. Thats better than carrying a so now digital Loyalty Programs, ecommerce, thats all changing because of the cloud. Thats why theres so much going on here at dreamforce. The cloud is enabling companies to do these amazing things. Were the dashboard for all these initiatives. If youre the dashboard, how do i pay you, and how do you make money . Its real straightforward, and weve got a nice system that scales well for our customers and for our business. Take airbnb, who started with us back on 2008, very early days. As you can imagine, they were a they were a small company. But as airbnb has grown, so has their business with us. Weve probably done about 20 transactions with airbnb over time as their business has grown. 20 different growth transactions with airbnb that are basically saying, our website is growing, and so our investment in new relic grows along with it. When i think about your business, i know youve got a total adjustable market last time i saw you that is a very good vertical were talking about. But i see new things that are co has a total Addressable Market that could be substantially more even though your revenues are great as it is. It is. Were excited about our market. Historically weve been about measuring the Software Running in the mobile device, running on the server, running in the cloud. But what about the infrastructure that that Software Runs in . All that Amazon Web Services infrastructure. Were introducing a new product called new relic infrastructure that we think delivers complete visibility that our customers what will that mean for shareholders . Well, weve got more products to sell to our existing customers and we believe over time its going to fuel a steady stream of growth for our business. One of the Favorite Companies that are for our audience on mad money is under armour. Yeah. And i just read that you guys have just affiliated with under armour, and that sounds like something that everyone knows is growing like leaps and bounds. Well, the under armour ceo is a genius, a great entrepreneur, and hes been public about saying his business is all about digital and technology. They made a large investment in it. How do you measure the return on that investment . They use new relic to measure the return on their digital investment, and we are were at the core of measuring whats going on with digital offerings. You have 15 customers that are paying you more than a million bucks . Thats the last number weve shared. Fair enough. I know its understand that your core business is applications performance monitoring and theyre going to want to know what that is because you use apm throughout all the public filings and i want everybody to understand what it is. Its about 70 of our business right now. We diversified far beyond that, but you start with monitoring the software. Every time you buy something online, you login to airbnb, theres a bun