I like CISCO took (CSCO)
Kathy in NJ
Holds CSCO

Tech is setting up for a big summer rally as money flows out of oil and
commodities, but I wouldn't set any sights on EMC. Look at better managed
companies like AAPL and GOOG and buy on dips.

EMC is coming into the end of it's holding period for VMW. Sometime in March.
Even at current VMW prices EMC holds 32,500,000 shares INTC owns 9,500,000
shares. Fidelity is third 8,954,125 shares. Will they sell to raise cash? EMC
is a special situation (JC loves these). Special situations do not worry about
sectors. Tech is a back ended spend on the enterprise side (4th quarter). IT
departments have to spend there budgets or lose it. That is why tech earnings
are good at the end of year and low through summer. Buy tech in August for the
ramp (seasonality).

JC has morphed into a TV personality/author of near rock star proportions who
just happens to dole out stock investing advice. It takes no great insight to
see that JC has become very sloppy, stretched way too thin, often will-nilly
violating his own rules, changing positions substantively without telling his
"adoring average Joe public". Have you ever wondered why articulate folks with
opposing views never seem to call in during any segments including TLR? It's
true that he does not know the stocks beforehand on TLR but he does know that
the caller is an adoring sycophant who will be happy to have had an audience
with His Holiness. The "silent" EMC move for AAP and the abrupt "out of the
blue" 180s on GOOG,AAPL, RIMM et al well after they were down, are simply
manifestations of the current state of his Hubris and the realization that his
"Amen Brother Jim" TV audience will accept any of his "1984" Orwellian
proclamations. I still enjoy some of the the entertainment aspects of the
program though--it's sort of Howdy Doody meets Pinkie Lee meets Pee Wee Herman
meets Howard Stern. Alternatively, JC has become the deranged News Anchorman
Howard Beale (Network) of 2008, ranting that he's "Mad as hell and not going to
take it anymore". In any event, understand what JC has become, enjoy the combo
slapstick/high-brow humor of the show ((Can you say Marx Brothers?), but don't
take any of the investing advice seriously.

he won't mention it....because if he did, he'd be restricted from buying more
(for a certain time period)if it took a deep dip.

You have to understand one thing about Cramer, he is no longer a money manager.
Cramer is now in the business of selling subscriptions and advertisements for
his show. He knows that EMC is a buy but it probably wont move rapidly, so he
wont recommend it because most of his viewers are undisciplined day traders.
Anyone with a half a brain knows that this is the premier time to build a
huge position and hold it for 12 - 18 months. Cramer wont recommend it for fear
of lost viewers and cancelled subscriptions.
EMC a big BUY !!!!! But one must be patient !!!!

I am looking to buy another 50-100 shares of EMC if it gets around 15 again..
They have been unfairly judged since the spinoff of VMWare..

anything around or under $15 is a must buy.
I am sure Mr. Cramer would back me up on that...

Anyone who does not see the value of buying the beaten down stocks right now
just do not see the long term value.
EMC is a long term buy right now. They have been beaten down by not only a
horrible market, but the hugely horrible results from VMWare which undervalued
what EMC had to offer.

I bought some extra shares in after hours when the stock was beaten down because
I knew it was not reflective of the stock itself.
I am looking to buy more as the stock trends downward.
I have a portfolio for long positions...my ROTH IRA...and another for short and
speculation trades.

EMC is a buy in long term portofolio. They may see some downtrend in the short
term, however I do not see it lasting long.

If you have not yet? You might want to pick up Mad Money Book & read it
carefully. Cramer tries to help short term traders & long term investors, which
there is a difference. You buy alittle at a time & sell alittle at a time.
Cramer did state on is show that you can wait a week or 2 before pulling the
trigger on EMC. (did you miss that). If you did some homework on EMC you would
have known that they are the leader of what they do. I'm sure the price will
come down again and then you can get back in the game. Cramer doesn't have to do
what he does for us average investor. Cramer is a rich but humble man willing 2
pass on some wonderful tools to help an average investor. Wall Street watch his
show so you have to be very careful when pulling the trigger or buy-buy-buy the
next day. Cramer states in his book that you need to wait a week or 2 see how
stock is ticking. You have to be responsible for your own choices in the market.
Don't try to blame a man like Cramer that is trying very hard to help the
average investor. All Wall Street wants to do is take advantage of the average
invester & Cramer is trying to HELP US!! THANK YOU CRAMER!! Pick up his books
you will learn what the show MAD MONEY is all about. Good Investing 2 You.

EMC, CSCO, INTC are all buys in my book. Being a longterm investor I would be
crazy not to get in on these three leaders. They are all at bargain based
prices. What happens a few months from now is of no concern to me. Years from
now we will all have wished we would have bought here.