Partners on Ockham

“… To the timing of the recession which pushed back the option of a networking technology where CISCO had the edge for a couple of years. There’s still a big gap but brocad sze coming along. Brocade is about to step into the blade switch arena, cricko has 25% market share and it’s great for a company to go up against a competitor everyone knows it can’t beat because brocade doesn’t need to run or crush CISCO, it never can. It just needs to take a little share to make some money, and, you know, to mention brocade and CISCO in the same breath, it’s a great company, I own it in my we are not looking for perfection. A stock like brocade can go a long way on simply being better than expected. What a great setup given all the money pouring into the sector. The most important caveat. CISCO reports tomorrow night. It’s tended to talk its own business down of late, and it always makes the competition out to be losers, so your mission is to wait for CISCO’s masochistic outlook and then I think you should buy brocade after the compete tor’s self-loathing and self-bashing. If you buy it tomorrow morning I think you’ll get hurt after the …” …more details…

“… Switchers and reuters made by foundry which brocade acquired. I wish they hadn’t done, I think the stock have have been higher. Boro CADE makes the yimt and that increases brocade’s sales. It’s another fallen tech stock which sells at a fraction of where it once traded as anyone who was red confessions of a …” …more details…

“… And I think it can turn into a tech comeback and not because of a rising tide of mutual fund dollars lifting all tech boats. Brocade is actually doing it expanded its original manufacturing agreement with IBM, a good client to include switchers and reuters made by foundry which brocade acquired. I wish they hadn’t done, I think the stock have have been higher. …” …more details…

“… Breather today, but we don’t mind, not one bit. Since it let us pick up stocks that I think could be the winners of the rally’s next leg at lower prices. Remember, I still like amazon, APPLE, google, research in motion, all up today, but i’m trying to broaden the rally or anticipating it broadening which is with so much mutual fund money now pouring into the sector I think the best of the …” …more details…

“… Breather today, but we don’t mind, not one bit. Since it let us pick up stocks that I think could be the winners of the rally’s next leg at lower prices. Remember, I still like amazon, apple, GOOGLE, research in motion, all up today, but i’m trying to broaden the rally or anticipating it broadening which is with so much mutual fund money now pouring into the sector I think the best of the …” …more details…

“… Breather today, but we don’t mind, not one bit. Since it let us pick up stocks that I think could be the winners of the rally’s next leg at lower prices. Remember, I still like amazon, apple, google, RESEARCH IN MOTION, all up today, but i’m trying to broaden the rally or anticipating it broadening which is with so much mutual fund money now pouring into the sector I think the best of the …” …more details…

“… Has had a very big run, i’d ring the register. I’d also ring the register on yes, aeropostale. And i’d also ring the register on AMERICAN EAGLE. I think they’ve run too much, they can come back down, I sense I sense that they’ve gotten too let’s be careful out there. Let’s not think it goes up every …” …more details…

“… >> that apparel group, that youth apparel group, that stock has had a very big run, i’d ring the register. I’d also ring the register on yes, AEROPOSTALE. And i’d also ring the register on american eagle. I think they’ve run too much, they can come back down, I sense I sense that they’ve gotten too let’s be careful out there. Let’s not think it goes up every …” …more details…

“… Groups, but hospitals, no, not in this particular regime we’ve president. I don’t want to go there. Les in indiana. Les could be more. Good afternoon, jim. My stock today is HOTT. Hot topics. >> that apparel group, that youth apparel group, that stock has had a very big run, i’d ring the register. …” …more details…

“… I’m taking one from tim in >> caller: here’s a big office boo-yah for jim cramer. I love it. >> boo-yah hoo-ha. >> caller: HMA, health management association. >> no, no. Don’t want to be in that that stock’s had a nice run, and i’ve got to tell you I am worried about it. …” …more details…