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Pastimes : James Cramer Skeptic Thread -- Ignore unavailable to you. Want to Upgrade?

To: James J. Cramer who wrote (240)	6/20/1998 2:29:00 PM
From: Lazlo Pierce	Respond to of 1254

James: I appreciate your view re: Dell. It has made me a lot of money too. (got long in Oct 86 @ 10). The report WAS bullish, but it wasn't near the amazing report from the Q before. It had just gone up too much too fast. It had runup from (pre-split) of ~ 86 to 195 from the beginning of the year. I also agree that had techs stayed strong Dell would have done well, but IMHO, the Dell report was the end of the tech run. It had been spent a little earlier, but held on awaiting Dell's report. And there wasn't the extra oooomph in it that Dell often shows. So, IMHO, I think that report also was a harbinger of the correction. This is not hindsight. Message 4517313 I agree with ALL your points in your response. I guess my point was, you are obviously one of the more savvy traders out there, and if someone like me (who I must admit isn't doing all that well this year (I really should have listened to you about oil service stocks. Damn them!), could see that, I would figure you had that analysis down cold. I also appreciate it especially when you write about and admit the Wrongs! (both in print, and TV) in your trading. There aren't many (if any) as visible as you, who do so, and you KNOW they probably miss it more often. This is why I thought your CNBC appearance that day (post Dell) was a tad contrived, but I do believe you when you say you missed it (if I may paraphrase your reply). But also to say it is down only 7 from then is a little misleading too. It opened ~ 96 that day, and hit a low of ~ 77 several days later (~20% move). Thanks for your reply earlier. Its good of you to participate. Dave

To: James J. Cramer who wrote (240)	6/20/1998 8:16:00 PM
From: Struggling Investor	Read Replies (1) \| Respond to of 1254

Hi, Jim! When will Real Money reappear? I thought it was great.

To: James J. Cramer who wrote (240)	6/21/1998 3:18:00 AM
From: mr.mark	Read Replies (1) \| Respond to of 1254

here's an excerpt from cramer's 6/14/98 speech to crain's new york business summit, from tsc: "And now we have our sights set on the big guys, taking aim at Dow Jones and Reuters. We have enough money to take them on, we have enough talent and we have enough sass and accountability. And get this: We have profit margins that will only expand as we rip the dead-tree guys' margins to shreds. As we take them on in quality and timeliness in journalism, we could double, triple, quadruple or quintuple the price we charge and we would still sell for 1/30th the cheapest guy in the category." uhhhh... let's see, uhhhh, $10 per month quintupled= $50, and that is 1/30th the cheapest guy in the category?? somebody is charging $1,500 per month for financial news, AND they are the "cheapest guy in the category"?? blah blah blah... yup!

To: James J. Cramer who wrote (240)	6/22/1998 2:25:00 PM
From: Spartex	Respond to of 1254

Jim: I concur with your analysis and commments on DELL. BTW, what are your thoughts regarding DELL's alliance with DGN, in terms of their Clariion storage systems?? The stock is very quiet, as of late, but it is under accumulation according to Investors Business Daily's "A" rating. I think DGN could eventually be acquired by DELL, and worse case, see increasing growth of sales with the DELL alliance. On the software subject end, have you or your partner been getting involved with NOVL? I've been in it since Dec97, and the Dr. Eric Schmidt turnaround story continues to gain steam, brick by brick IMHO. A very beautiful turnaround story for 1998, and even my retired venture capitalist father looks at Novell an almost IPO-like company, with $1 billion cash, huge installed NOS base, and product launches into 1998 that may take your breath away. Even Schmidt has mentioned NOVL's IPO-like quality. Just curious as to your thoughts on them. The street is starting to gain this news, and I expect a breakout into the 14-15+ share range within a month as Schmidt makes a splash with Netware 5.0 introduction/announcement. Regards, QuadK