Monday, June 26, 2006
Real Money Blog
Coming Around to Notion Big Tech Is Cheap
06/26/2006 11:37 AM
In this article, Cramer feels the market is "drifting" upwards. Furthermore, he believes the mineral stocks and MSFT got too cheap and are now being accumulated.
Moreover, he feels NTAP, CTXS and INTC have put in "bottoms."
Stocks Too Cheap to Ignore
06/26/2006 9:30 AM
In this article, Cramer cites the PD and APC deals and claims: "Both deals should have never been able to get done."
Basically, he believes the market should not have sold off in the first place and "main street" created the oversold conditions that encouraged the recent string of mergers.
He exclaims: "...all of these stocks became for sale, and then when they went on sale, the margined folks just panicked or were margined out, and we got prices that made these deals make too much sense not to do."
Finally, Cramer says he has never seen stocks so cheap, with the exception to post 1987 crash.
He exclaims: "All of these companies --minerals, oils, infrastructure, mining and manufacturing -- are just too cheap given that the worldwide economy, not Ben Bernanke, determines pricing."
06/26/2006 11:37 AM
In this article, Cramer feels the market is "drifting" upwards. Furthermore, he believes the mineral stocks and MSFT got too cheap and are now being accumulated.
Moreover, he feels NTAP, CTXS and INTC have put in "bottoms."
Stocks Too Cheap to Ignore
06/26/2006 9:30 AM
In this article, Cramer cites the PD and APC deals and claims: "Both deals should have never been able to get done."
Basically, he believes the market should not have sold off in the first place and "main street" created the oversold conditions that encouraged the recent string of mergers.
He exclaims: "...all of these stocks became for sale, and then when they went on sale, the margined folks just panicked or were margined out, and we got prices that made these deals make too much sense not to do."
Finally, Cramer says he has never seen stocks so cheap, with the exception to post 1987 crash.
He exclaims: "All of these companies --minerals, oils, infrastructure, mining and manufacturing -- are just too cheap given that the worldwide economy, not Ben Bernanke, determines pricing."
