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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: wlheatmoon who wrote (552)3/21/2000 9:57:00 PM
From: John Pitera  Read Replies (1) of 2850
 
I disagree with Jorj, those MSTR posters sound so very responsible -vbg-

good bit by JJC......

Schoolin' Cramer By James J. Cramer 3/21/00 11:41 AM ET


Click here for the latest from James J. Cramer.

If you had to come up with a mathematical quandary that would even stump the guy in Good Will Hunting, it would have to be this 3Com (COMS:Nasdaq - news - boards)/Palm (PALM:Nasdaq - news - boards) conundrum. If you thought it was hard going into last night given that 3Com owns Palm, except for a small stub, what can one think of it after last night's conference call? At one point I thought that 3Com was just Palm, then I thought it was just Cisco (CSCO:Nasdaq - news - boards), then I thought it got out of the Cisco business, then I thought it was a pure networking play. I thought it was doing well; I thought it was doing badly. I thought the fundamentals were strong; then I thought they were weak.
Sheeezh! And I obviously wasn't the only confused one considering the range this one has traded in. Sometimes things are just plain too difficult. I remember stumbling into a course at Harvard called "Logic." It was taught by this guy V.O. Quine. He started the class by putting up a giant equation and said if you couldn't solve it you should get up and leave. I left. Took Tolstoy. Got an A. Enough said.
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