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Lou, say it isn't so? Every old-line hardware company loves to say that it does more business on the Net than Net companies do business. But did you, Mr. IBM (IBM) - Get International Business Machines Corporation Report, have to point fingers? Did you have to knock everybody on the Net now? That was unsportsmanlike. Fifteen yards. A major. We Net entrepreneurs don't need to be told that we haven't done diddly compared to you and those people in your ads sitting around waiting for the meeting to begin or yelling to each other and high-fiving in the desert. Or Dr. Seuss with the Socks, what the heck is that about?

What gives?


DOT ain't doin' squat 'cause of Gerstner's speech glorifying IBM's Net role and denigrating everybody else. We have heard this speech from


(SUNW) - Get Sunworks Inc. Report

. And we have heard it from


(CSCO) - Get Cisco Systems Inc. Report

. And we have heard it from


(ORCL) - Get Oracle Corporation Report

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. And we have heard it from


(DELL) - Get Dell Technologies Inc. Class C Report

. But not once did any of those guys put the knock on those of us who went into this Net business when, unlike you,

it wasn't that fashionable

. They praised us, not buried us.

They didn't view this as a giant zero-sum game. They didn't have to bash the pioneers, who will ultimately be your customers.

Sorry, Lou, in my eyes, you are no longer sweet. I am not Louing -- I am BOOING.

Had to rant. And to sell my IBM.

Back to work.

James J. Cramer is manager of a hedge fund and co-founder of At time of publication, his fund was long Cisco and Dell. His 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 his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer'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