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Transcripts For CNBC Squawk Alley 20160307

Yes. And something i think were going to be talking about a lot today. And probably into the week. This rebound in growth tech stocks weve seen throughout february and continuing into march. Some of these netflix up about 20 off the lows, i believe. Workday at 48. Now around 73, i think. At least where it opened. You go on down the line. Linkedin is up 15, 20 from where it was at the lows after earnings. It seemed like investors were backing away from these Growth Stocks and the idea they were not growing as quickly as expected, particularly in the cloud and sas arena. But look, theyre coming back. At least somewhat. It will be interesting to see different perspectives on whether thats going to have legs. Were sort of in the in between. Q4 and q1 reporting periods, some more convinced this is not a sustainable rally, argue that wait until we get those q1 reporting figures and some may dissipate, but time will tell. In the meanwhile, weve got to watch politics, as well. The con tenuous

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