Berko Hangs Up on Net2Phone

JJC's partner sees a battleground stock a different way.
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Jeff Berkowitz, Cramer's partner, offers his two cents on Net2phone:

"Hello, hello." That's all I heard on the muffled line.

"Is this

Marlon Brando

," I ask?

"No, it's Matt," says our analyst, matt.com.

EVERYBODY sounds like Marlon Brando on

Net2Phone

(NTOP)

. Such is my perspective. Stay away, even with the

Sprint

(FON)

deal short squeeze killing the poor schnooks bold enough to short this stock. Yeah, this stock probably rocks and rolls for a while. But it won't do that in my portfolio.

Jeff Berkowitz is a partner in hedge fund Cramer Berkowitz with James J. Cramer, co-founder of TheStreet.com. At time of publication, the fund had no positions in any stocks mentioned. The fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that the fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Berkowitz's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.