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CNBC Squawk On The Street June 20, 2014

Attacking in the right direction. Ultimatum for Family Dollar, icahn says, sell or ill come after the board. Not backing down. A crossborder fistfight, rejecting a takeover, and looking for a buyout . All you need is a pulse and a u. K. Postal code. First up, oracle reported fiscal Fourth Quarter operating profit at 92 cents a share missing estimates, and revenue below consensus and disapointing sale of software licenses. Some expected more progress in the Cloud Computing business, giving metrics on, jim, for the first time, up 22 year on year, 4 of total revenue. Is this a reminder of last years rough time . I dont think so. The portfolio manager, we huddled in this last night and felt it was a buying opportunity. We say that with the Big Tech Companies reposit ....

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