Firing on All Cylinders

The trader is dealing with information overload, but reveling in the excitement of it all.
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OK, I admit it. My head is spinning. In one ear, I am listening to the newest of the New Economy -- VeriSign (VRSN) - Get Report to buy Network Solutions (NSOL) .

In the other ear, I am listening to the Old Economy --

P&G

(PG) - Get Report

blowing up because of costs!

On the tape, I am seeing fabulous

productivity

gains that would make any economist smile. And in the meantime I am trying to game how powerful Rick Sherlund's pro-

Mister Softee

(MSFT) - Get Report

call will be, now that it has gone through the

Maria Bartiromo

megaphone.

Goldman

to

CNBC

to you.

Meanwhile,

Melissa "Genome" Kasper

is trying to get me from the

Cowen

biotech fest in Boston, which is what is delaying our

biotech draft. And

Matt

is trying to get me from the

PaineWebber

conference in midtown to tell me about some new Net story. And what does this

Lucent

(LU)

news mean?

Do you smell that smoke? That's my cerebellum burning.

Oh, and what's this

US Foodservice

(UFS) - Get Report

deal? Is there a conference call? Get me on it. Oops, thought I was on Instant Messenger to Jeannie. What's this

InfoSpace

(INSP) - Get Report

news worth? Looks big.

What an exciting job!

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Microsoft, VeriSign, Goldman Sachs and InfoSpace. Cramer's fund also may be long or short certain stocks in his biotech or B2B rotisserie leagues or TheStreet.com New Tech 30 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.