Here We Go Again By James J. Cramer
12/20/99 7:57 PM ET
Drumroll please! The next round of the B2B rotisserie league -- the so-called supplemental draft -- is on tap and once again
Matt Jacobs and I need your help through your comments on our board. (I especially need your help as you know that Matt
is killing me, mostly because of his super generous dollop of Internet Capital Group (ICGE:Nasdaq - news).)
Same rules. Names get dropped in a hat. We have a mythical $500,000 additional to put to work on five new names. We
bid on the names as they come up, and as always, we can pass for the next name.
There are two twists however. First, we are bringing back some of the stocks we red-shirted (pcOrder (PCOR:Nasdaq -
news), Chemdex (CMDX:Nasdaq - news), Rowecom (ROWE:Nasdaq - news), Healtheon/WebMD (HLTH:Nasdaq -
news) and E-Stamp (ESTM:Nasdaq - news)). Second, speaking of old football rules, we are throwing back three of our old
picks to be drafted again. (Or, put another way, we are protecting seven exiting names and allowing three others to drift
back to the pool.)
Last time your comments played a major role in which stocks we picked. Let's make it happen again.
Draft Candidates FreeMarkets (FMKT:Nasdaq - news) GetThere.com (GTHR:Nasdaq - news) SciQuest (SQST:Nasdaq
- news) Vitria (VITR:Nasdaq - news) Active Software (ASWX:Nasdaq - news) i2 Technologies (ITWO:Nasdaq - news)
Kana Communications (KANA:Nasdaq - news)(KANA) eGain Communications (EGAN:Nasdaq - news) Broadbase
Software (BBSW: Nasdaq - news) E.piphany (EPNY:Nasdaq - news) Open Market (OMKT:Nasdaq - news) Agile
Software (AGIL:Nasdaq - news) Accrue Software (ACRU:Nasdaq - news) Silknet Software (SILK:Nasdaq - news)
SilverStream Software (SSSW:Nasdaq - news) Bluestone Software (BLSW:Nasdaq - news) Allaire (ALLR:Nasdaq -
news) Art Technology (ARTG:Nasdaq - news) Breakaway Solutions (BWAY:Nasdaq - news)
Currently Cramer Berkowitz owns none of these stocks. We have to learn them first through the Rotisserie League before
we can play them in real life.
But we intend to be up to speed by Thursday when the supplemental draft occurs. |
