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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.