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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (7005)	8/29/2003 8:12:59 AM
From: Proud_Infidel	Respond to of 25522

These stocks are looking to 2004, not this current Q. Any incremental increase in revenues could mean huge upside for many of these companies. A fact the Bears do not want to acknowledge. Keep on listening to Cramer if you want to lose money; he is the poster child for lost capital. For posterity, his "winners" of the New world. I believe at least 6 are now defunct. If it wasn't so pathetic and he wasn't taken seriously by so many people, it would be hilarious. The last line is my favorite- why be constrained by a tried and true methodology? LOL! PS. When Cramer starts buying AMAT in earnest, I will be the first to sell:-) BK The Winners of the New World By James J. Cramer 2/29/00 9:42 AM ET You want winners? You want me to put my Cramer Berkowitz hedge fund hat on and just discuss what my fund is buying today to try to make money tomorrow and the next day and the next? You want my top 10 stocks for who is going to make it in the New World? You know what? I am going to give them to you. Right here. Right now. OK. Here goes. Write them down -- no handouts here!: 724 Solutions (SVNX:Nasdaq - news), Ariba (ARBA:Nasdaq - news), Digital Island (ISLD:Nasdaq - news), Exodus (EXDS:Nasdaq - news), InfoSpace.com (INSP:Nasdaq - news), Inktomi (INKT:Nasdaq - news), Mercury Interactive (MERQ:Nasdaq - news), Sonera (SNRA:Nasdaq - news), VeriSign (VRSN:Nasdaq - news) and Veritas Software (VRTS:Nasdaq - news). We are buying some of every one of these this morning as I give this speech. We buy them every day, particularly if they are down, which, no surprise given what they do, is very rare. And we will keep doing so until this period is over -- and it is very far from ending. Heck, people are just learning these stories on Wall Street, and the more they come to learn, the more they love and own! Most of these companies don't even have earnings per share, so we won't have to be constrained by that methodology for quarters to come.