Jan. 29, 30: Guest John Manley

Participants on Jan. 29 included host Brenda Buttner, Jim Cramer, Herb Greenberg, Adam Lashinsky, Gary B. Smith, Dave Kansas and guest John Manley. The transcript is unedited, and phonetic spellings are indicated with a (ph).

BRENDA BUTTNER, HOST: Up next, information you need to make smart investing decisions. Slowdown in Silicon Valley. No, that's not advice to speeders, rather warnings from some big tech companies. Qualcomm and say growth just isn't what it used to be.

Who's next with the bad news? And what does this mean to all your tech investments? We'll get the word on the streets. ...