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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (57869)	10/30/2000 8:52:36 AM
From: AugustWest	Respond to of 63513

Compliments of Josef... Humbly report, All, end of an era: "INTERNET 100 FUND CLOSING" internet100fund.com Cheers, Svejk

To: Jorj X Mckie who wrote (57869)	10/30/2000 9:31:38 AM
From: Junkyardawg	Read Replies (2) \| Respond to of 63513

I knew it would be lehmans that would downgrade CSCO.

To: Jorj X Mckie who wrote (57869)	10/31/2000 11:41:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 63513

Tom, Cramer can not physically follow all areas of the economy, and so the answer is that I don't think he does know what he's talking about with Fiber, at least has not researched it to the level that others such as yourself have. Cramer was a very good contrary indicator in the summer of 1998 and also on Oot 8th of 1998 when he called for a crash. You have to remember that when he and his coworker started their B2B pool last Dec they had companies like ARBA and CMRC right alongside ASKJ and CLIC. I thought it was ridiculous to be labeling ASKJ a B2B play, but there it was. you have to remember that he has so much invested in TSCM and bought millions of dollars more of it @ 16 or 18 bucks and has really taken a beating on it. You can see 100's of B2C companies that are down 90% or more and I think that this unwinding of that speculative bubble has colored his thinking.