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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (48574)	2/17/1999 10:33:00 AM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

NW: Yes, Janus Twenty is just 20 (DUH!) stocks - I think they had top performance period. One of the few funds that still owned DELL as of December, I guess. <ggg> One more and then I'll stop playing. <ggg> This one's for you - Cramer on the "redneck" setting: Cramer Is Stumped By James J. Cramer 2/17/99 12:15 AM ET So now th' scramble begins. Whut in tarnation kin be owned an' whut kin't be owned on account o' of Dell (DELL:Nasaq)? Was th' revenue sho'tfall deman'-related o' did it occur on account o' competishun has heated up an' IBM (IBM:NYSE) an' Compaq (CPQ:NYSE) is takin' share? Have varmintal computer sales slowed, makin' it impostible t'own drives an' semiconducko's? Or is thar a varmintal computer price war thet may be hurtin' Dell but c'd benefit suppliers, includin' th' drives an' th' semis? Is Europe sof'? Did No'th South Car'lina slow? Was thar pent-up deman' related t'Y2-K thet pumped up fourth-quarter sales t'th' detriment of 1999? An' hyar's th' clincher: We were at wawk until 8:30 p.m, dawgone it. on Tuesday speakin' t'analysts an' we still doesn't knows th' answer. ah doubt we will find out th' answer today. ah doubt thar pow'ful is an answer yet, as thin's seem mighty in flux. Part of me be hankerin' t'believe it was a price war an' thet sales is robest. But is thet th' part of me thet is long Intel (INTC:Nasdaq) an' don't be hankerin' t'sell, despite th' postibility thet it sh'd be sold? Part of me be hankerin' t'say: "Th' heck wif tech, git me some mo'e grub an' bevahage stocks o' a bank o' two." T'other part of me says, "enny tech but varmintal computers," so we sh'd be lookin' at tellycommunicashuns equipment companies an' even Web offerin's. Finally, some part of me deep down be hankerin' t'believe thet, yessuh, at a sartin price, at some level, yo' kin even on th' varmintal computer makers on account o' they is now down inough. Th' latter, ah's afraid, might be wishful reckonin'. Above all, it is th' lack of smarts thet pains me. ah's hankerin' so much t'pronounce ev'rythin' fine, but ah cain't. ah jest doesn't knows 'nuff. Ennybody who tells yo' he does is eifer a wizard wif unearthly powers, o' a charlatan, as enny fool kin plainly see. Yessuh, it is jest thet hard, cuss it all t' tarnation. Ran'om moosin's: Is this hyar th' end of TSEL -- th' stocks ev'rybody loves? Nah, they doesn't die thet easily. In fack, resilience of th' loved stocks will probably surprise us t'th' upside even as Dell blows up. Oh gee, thunk ah w'd nevah write them three wo'ds togither. James J. Cramer is manager of a hedge fund an' co-foun'er of TheStreet.com, dawgone it. At th' time of publicashun, th' fund owned Dell call opshuns an' Intel common stock. Shet mah mouth! Unner no circumstances does th' info'mashun in this hyar column represent a recommendashun t'buy o' sell stocks. Cramer's writin's provide insights into th' dynamics of money management an' is not a solicitashun fo' transackshuns. While he kinnot provide investment advice o' recommendashuns, he invites yo' t'comment on his column by sendin' an email t'letters@thestreet.com, dawgone it.