Why get mad at
Mobius? If you love your stuff, buy it. That's what interviews are for.
Heck, I've got people who want to sell the market because
is wearing his down-200 vest. Others want to short
stocks, but what if that horse is not only out of the barn but in the pasture?
Oh man, give me a break: Mobius,
Robertson. Think about it. If you like a stock and it gets hit because of the comments by any of these folks, do you think it will stick?
Again, I turn to
. If Julian Robertson owned Intel it is because
, who was or is Julian Robertson's semi analyst (I don't have a relationship with Tom any more I am afraid, although I sure wish I did cause he's great), put him in it. Should I sell my Intel because the best Intel analyst has a position that might be being sold because of larger problems at a hedge fund? Did I go to college to get stupid? Stupid?
James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Intel. 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