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What's On: H-P vs. Dell, Crocs on the Rise, Third Ave.

Here's what's up on Monday's Squawk on the Street:

-- Detailed information on the next round of the bidding battle between Hewlett-Packard and Dell for 3PAR. Plus, if they're so hot for 3PAR, what else could be on the list? We're looking at Compellent Technologies, Commvault Systems and Isilon.

-- Also this morning, what's up with Crocs recent rise? The stock is up 91 percent in the last year.

-- Plus, a check on what's making Micros rise so high? The stock really popped last week, it's up 36 percent in a year.

-- And a fund manager who's really pounding the S&P, Dow and Nasdaq by buying debt. We're looking at Third Avenue Management's Focused Credit Fund. It's up almost 14 percent this year. If you're looking for value, the CEO has a lot of ideas. He's our guest today.

-- Our Street Poll asks who will win the fight for 3PAR, Dell H-P? Cast your vote, and watch the big show at 9 a.m. ET.

Contact Squawk on the Street

  • Carl Quintanilla is an Emmy-winning reporter and co-anchor of CNBC's "Squawk on the Street," broadcast live from the NYSE.

  • Simon Hobbs co-anchors the 10 a.m. hour of CNBC's "Squawk on the Street" live from the New York Stock Exchange.

  • Jim Cramer is host of CNBC's "Mad Money" and co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street."

  • “Squawk on the Street” Co-Anchor

  • Rick Santelli joined CNBC Business News as an on-air editor in 1999, reporting live from the floor of the Chicago Board of Trade.