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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (5406)	12/15/1999 9:26:00 AM
From: fooledalot	Read Replies (1) \| Respond to of 12662

K, Looks like you are right (as usual). We should have a pretty good shakeout here that could lead to some bargains going into the new year. I haven't dug into any details relative to CSCO, but the impulse reactivity of the market never ceases to amaze me. From a company management perspective it is always prudent to lean to the cautious side, especially in public disclosure. Every 10Q in the world probably has some words to the effect that "sales could grow at a slower pace," just like inflation could appear on the horizon. Hell, the world could spiral into depression if Panama decides to significantly raise the toll on the canal, too. Oh well, without this type of volatility, I my income could slow at a growing pace!! Good luck treading through the mine field. f

To: Kenya AA who wrote (5406)	12/15/1999 10:13:00 AM
From: fooledalot	Read Replies (1) \| Respond to of 12662

K, Even your good buddy has jumped on the bandwagon..... Cramer: ORCL = Top Five Pick. James Cramer's Stock 'Dream Team' The hedge fund manager makes his picks for the starting five companies that just keep on delivering. By James J. Cramer, TheStreet.com At my hedge fund, Cramer Berkowitz, we've been assembling a dream team for the millennium, one that can last, that can play for more than just a quarter or two. We want durable players, ones we can put in that won't wilt in the stretch. Of course, when we speak of dream teams, we aren't speaking of a mixture of the San Antonio Spurs and New York Knicks. We're talking world-class companies with stocks that remind us of the Michael Jordan-led Bulls. If you want my dream team, a team that I have confidence in, let me give you my five picks for the stock championship. CSCO... AOL... YHOO... You also want some guards who can bring the ball up and put it in the hoop. You want guards who are fast, who can make great plays, dazzle on the court, yet not get intimidated by the other team's big guys. That's why I want Nokia (NOK) and Oracle (ORCL) in the backcourt. Here are two companies that reinvented themselves in a fashion that took everybody by surprise. The fifth player on this dream team wouldn't have been there if it weren't for this 'Net revolution. Oracle was a boring database company. Now when you speak about how companies run their e-businesses, you are really speaking about how companies have turned to Oracle to jump-start their e-businesses. I know when I grilled our tech team at TheStreet.com recently about which firms are responsible for the output of our site, all I got were a bunch of new companies, most of which just went public, and Oracle. This company is the vet behind the scenes. It lacks Cisco's worldwide dominance, but I wouldn't bet against it. Oracle's still growing. It could play center one day. (And THIS is from a guy who made what, 2% last year? You know he can't be wrong!! <gg>) Looks like I may have grossly underestimated this thing this morning. f