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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: bobby is sleepless in seattle who wrote (112657)	8/28/2000 9:46:20 PM
From: Susan G	Respond to of 120523

What's the Price of Excellence? By James J. Cramer 8/28/00 3:42 PM ET What price should we pay for excellence? Over the weekend I took home everything I could read about Schemer's quarter -- Sycamore (SCMR:Nasdaq - news - boards). This one, I had to admit, was a thing of beauty. This company had $90 million in revs. That's unbelievable. Do you know how hard it is to get $90 million in revenue? That's remarkable. But it wasn't enough. Expectations got too high and the company didn't exceed them. Contrast Sycamore with Juniper (JNPR:Nasdaq - news - boards). Here are two classically overvalued stocks that are in the stratosphere. Everybody expects the world from both. Sycamore delivers the world. Juniper delivers the world plus a moon or two. That's the only way I can describe why one went up and the other went down. There is no other reason. And when does it reverse itself? When is Sycamore OK to buy and Juniper right to sell? These stocks are like objects in motion. They stay in motion until they run into a secondary or until they stop raising the bar. That means there is no price I want to sell Juniper, and no price I want to buy Sycamore. What a world.