Message to Matt: Eat My Dust!

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Matt Jacobs: Eat my dust! Yep, today I have vaulted past my lagging junior associate with my B2B portfolio, which has now jumped 42% in four weeks. Matt "Piker" Jacobs lags with a 35% return.

And whom do I have to thank for my lapping of the man once known as "B2B" Jacobs?

Join the discussion on Cramer's Latest, go to the Red Hots Forum, or visit our B2B Forum.

Commerce One (CMRC Quote), of course. Its 181% gain, coupled with the short squeeze in Retek (RETK Quote), which has moved that sucker up 111%, and the 101% rally in Ariba (ARBA Quote) (which I am long), pretty much sums up why I am B2B King in our office. That sure beats guessing who is going to win the Federal Express/USF&G/3Com Kumquat Bowl!

Speaking of ridiculous outsize returns, how about those Red Hots, which today went over the 100% return mark from when Matt Jacobs created that index. Now, there's a smart return, and it was done without Commerce One and with the dreaded Copper Mountain (CMTN Quote) and Extreme Networks (EXTR Quote), both of which committed the unfathomable sin of being down!

Oh yeah, I have received some email this morning warning me that my incessant chatter about these stocks will lead to no good. For those of you who feel that way, here is my stone-cold list of stocks that you wish I would highlight: Philip Morris (MO Quote), Dial (DL Quote), Bestfoods (BFO Quote), Hershey Foods (HSY Quote), Bristol-Myers (BMY Quote), Schering-Plough (SGP Quote), Glaxo Wellcome (GLX Quote), Bank One (ONE Quote), Bank of America (BAC Quote), US Airways Group (U Quote) and Reebok (RBK Quote).

Ahhh, do you feel better now? More reassured? More grounded? More diversified? Good for you. Give me Commerce One -- any day.