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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Rock who wrote (10824)	11/26/1997 10:28:00 AM
From: craig crawford	Read Replies (3) \| Respond to of 45548

<< James Cramer is nothing but entertaining... ...His skills do not compare to the skills I've seen most of you all show on this thread >> Nobody put me in charge of the defend Cramer club but he has racked up a 9 year compounded return of 22% vs. 14% for the S&P. No small feat...

To: Rock who wrote (10824)	11/26/1997 10:44:00 AM
From: Mike 2.0	Respond to of 45548

I wouldn't go that far, but fact is Kramer is a day trader. I remember he wrote how he was short PG a few months ago when it was sky high, then an hour or so later changed his mind, then he covered without losing any $. So I'd interpret his admission that he was short COMS as valid only for that minute...he may cover on the next downtick for all we know!

To: Rock who wrote (10824)	11/26/1997 10:51:00 AM
From: Marcel	Read Replies (1) \| Respond to of 45548

<<Don't let this guy fool you - he's the Rush Limbaugh of the stock world - just an entertainer. We can never see his work because thestreet.com doesn't actually trade. We will really never know if he is shorting COMS or not...i think he has got himself in a rut by taking a short position, now the stock seems to be trending up, and he's makeing statements to sway opinion and keep it low so he can make his mock portfolio look good.>> C'mon...these "everyone is out to get us" delusions is symptomatic of beaten down stocks...snap out of it...realize that we are in for a very rough ride and this is the bounce before earnings warning. You know that they are going to have to face up to decreasing margins: --intel on the NIC front --deep discounts on modems to compete with competitors who have very little to lose at this point --high inventory in BOTH modems and NIC's --ergo..slowing sales --dropping port prices on the TCH--especially since ASND & CSCO can be very agressive Moreover, this is a totally different market...there is more risk and PM's aren't gonna award such rich valuations going forward. From a technical standpoint, we are at the high range of this consolidation so I wouldn't get too excited just yet about TRENDING UP.

To: Rock who wrote (10824)	11/26/1997 6:35:00 PM
From: craig crawford	Respond to of 45548

I just got done reading the transcripts from Cramer's Yahoo chat session. He said his hedge fund is up 46% this year. Let's hear some of your picks Rock. Prove to me that Cramer doesn't know how to trade as well as you

To: Rock who wrote (10824)	11/27/1997 7:09:00 PM
From: Beachbumm	Read Replies (2) \| Respond to of 45548

Rock, I agree with you that Cramer is pure entertainment. I've decided that he is Mark Twain on speed. But I disagree with you that he is ambivalent in his responses. I think he's pretty straight forward. For example, he said that COMS has "blown" it; that ASND is "histoire". Of course, he's another CSCO junkie. He admits that he "missed" the rise of AT&T, for which he could hang himself -- but then adds that he's hung himself lots of times before. I love it when he says who cares what Buffett is buying, he's not god. Of course, by extension, who cares what Cramer is buying? And that's really the point -- take it with the usual boulder of salt. But fun? Like you said, it's so nice not to see another boring suit on TV! Regards, Beachbumm