SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (39583)2/11/1999 6:48:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 164684
 
This probably means nothing to you unless you follow software, but the point is, Cramer was in front on his prediction - before then I thought he was another lemming. Some analysts at Pru and elsewhere were still agressively recommending Sap in October, when anyone even remotely related to the business could see things were grinding to a halt. fwiw

fwiw... Little to me I'm afraid. Do you follow software? If so, what about his reasoning didn't appeal to you, or did you take his "advice" then and there and, e.g., sell your software stocks? Did he provide a convincing and lucid analysis? From what I see of Cramer (I'm not a subscriber at TSC), he waffles and says little each time beyond "They're done for now," etc.

Do you follow Rational Software?

Randy