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To: H James Morris who wrote (101962)4/23/2000 1:25:00 PM
From: Eric Wells  Respond to of 164684
 
bet on his wife.

James - I agree. I actually don't really like Cramer - and I don't give much credence to what he writes. But for the past year he has been nothing but bullish on net and b2b stocks - and has been right for the most part. Just before the April plunge, he wrote that he was selling - and he was right then. But of course, he's been wrong on several occasions (in November of 1997, I had a rather long email dialog with him concerning a statement he made that the web was going to make traditional newspapers disappear in 2 years - I felt this was nonsense, but he was adamant - and well, 2 years have gone by, and I just finished reading the copy of the New York Times that was delivered to my door this morning).

As for whether he is right on MSFT - I guess I was just surprised to see Cramer, who has been bullish on MSFT for as long as I have read him, dump all his remaining shares on Thursday. Personally, I like Microsoft as a company - I worked for Microsoft for 5 years, and my current livelihood is based around developing software that runs with Microsoft products. I think the current negativity surrounding earnings and the DOJ case will continue to hurt the stock. I currently don't have any position in MSFT.

-Eric