I'm shakin'. It's supplemental

B2B draft day and

Matt "B2B" Jacobs

has all of these charts and graphs and data all over his office. Heck, he has the B2B Elias as well as the Street & Smith B2B handbook. Me, I have a couple of

Gary B. Smith

charts and some good email about

Kana

(KANA)

!

Who can keep track of these stocks anyway? I was on the phone last night to one of the potential B2B-ers, doing a little due diligence, and I found myself, halfway through the conference call, saying, "Now I get it, you are

Inktomi

(INKT)

-meets-

E.piphany

(EPNY)

crossed with

BroadVision

(BVSN) - Get Report

!" And then I immediately forgot the Inktomi portion, revealed myself as a moron about the customer retention policy and embarrassed myself about the company's

CNET

(CNET) - Get Report

vs.

Snap

relationship.

Join the discussion on

Cramer's Latest, go to the

Red Hots Forum

, or visit our

B2B Forum

Understand that these new-world companies, while they all sound alike, are so different that they all need hours of study before you know each one of them. They are hard to categorize and extremely difficult to pin down. But if you spend your time discerning between

Maytag

(MYG)

and

Whirlpool

(WHR) - Get Report

, or

J.P. Morgan

(JPM) - Get Report

vs.

First Union

(FTU)

, you might as well give the lunch money to the guy who knows the difference between

Silknet

(SILK) - Get Report

and

SilverStream

(SSSW)

.

He's going to take it away anyway.

Help choose more Red Hots:

With the

Nasdaq

continuing to rage, we're planning to add more stocks to our

Red Hot Index. Visit our

message boards to post your comments on the candidates -- and make your own nominations.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Inktomi. Cramer's fund also may be long or short certain stocks in his B2B rotisserie league or Red Hot index. 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

jjcletters@thestreet.com.