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

To: gbh who wrote (413)	7/2/1998 8:52:00 AM
From: craig crawford	Respond to of 1254

May 13 Question: What do you think about Dell Computer?? Is it going to keep on moving up? TSCNYjjc: Look, I will be honest. Our AOL deal is what put us on the map. I think if you are not in business with AOL, you aren't in the Internet business!!! Dell, well I am still long Dell. I think that its future is very bright and there is much more to come. it is a core position for me thestreet.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ June 11 Question: Jim, you stated in your last chat that you still hold Dell -- is this considered a core holding? TSCNYjjc: I can't make Dell into a core holding at this level. It has had too much of a move and its multiple is too high. It is my favorite hardware stock, but I am not oblivious to what is going on in that industry. Lets say I am long it and have been for some time. I think that is a better description than to call it core. thestreet.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In this TSC column just 3 days ago Cramer makes reference to DELL, but no mention of the fund being long DELL at the bottom archive.thestreet.com Perhaps it was just an editorial oversight. I think I recall reading a column recently mentioning Cendant, with no mention of the fund being long CD. Then a few days later I see another column with a CD mention, and then it says the fund is long. I think the fund has been consistently long for a while now. If Cramer and TSC are going to make a big deal about full disclosure they should be more diligent.