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To: RDR who wrote (23544)	8/6/1999 2:48:00 PM
From: -	Respond to of 27307

Interesting, Ripu. I enjoy your postings into this thread, as I've become too unenthused about their newer writers to actually GO to thestreet.com lately;) Cramer has to think different than us as a big fund manager, so what he's doing today looks pretty savvy. I have been noting myself these "arrogant" chip stocks today, the whole semi sector has been lit up green, while virtually every other sector - networkers, internets, software, retail, banks, drugs, oil, airlines, telco, has been down or sluggishly flat to down. Don't take my earlier comment wrong, old Cramer is certainly a huge fountain of knowledge on the internal workings of the market, and Wall Street itself! And he's one of the few who's willing to spill his guts on the half-hour, to his website ;) Wonder how those TSCM people feel about their own stock chart.. have you been watching the breakdown in that thing? From a wildly successful IPO that smooched $71 when it came ut May 11, to $17 stock now... youch, that's gotta hurt. He's gonna have to scale down on the Lear Jets and vacation house plans ;)) -Steve

To: RDR who wrote (23544)	8/6/1999 3:01:00 PM
From: -	Respond to of 27307

Ripu, Another interesting thing from Cramer's article is, JNPR (Juniper Networks) is driving him crazy. Cramer is a mega-Cisco-Bull, it's his largest holding and he is just wild about the stock. I think it's really eating at him that he didn't make it into JNPR in time [before it got a little extended on the daily], and they are widely perceived as a viable competitor to Cisco on the high-end (internet backbone routers). Cisco has been pulling in since early July while JNPR rockets. Myself, I loaded up on JNPR [no affiliation, except I'm long] in the IRA [this is hard to do in a fund], on the first pullback at $125, it's safely trailing stopped at a good distance. That stock should triple over the nex year or two, it's a great company... next round of Terrabit Router startups to IPO in 12-18 months will be tough, but they should be critical-mass by then... -Steve