The Bartiromo Factor

Cramer tracks the <I>CNBC</I> anchor's effect on Micron.
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Hmm, I knew I had money in the bank the moment I walked in, when I heard that

Merrill Lynch

upgraded

Micron

(MU) - Get Report

. No, it was not the now-burned shorts in Micron off the

Alan Abelson

slam job in

Barron's

. Those guys got toasted days ago.

It was the Maria factor.

Maria Bartiromo

has some great call into Merrill Lynch, and she is so predictable that I knew she would wamma jamma the Micron call. Doesn't matter whether it is right or wrong -- all Merrill Lynch calls are created equally fantastic in this commentator's eyes.

Somebody was willing to accommodate in

Instinet

with a ton of stock for sale all morning. Guy didn't take into account the Maria factor!

Sure enough, right on sked, we got the big-time wamma jamma from Bartiromo.

Amazing. Only in stocks is the commentator more important than the analyst. You have to love this game!

Random musings:

My last word on

Net2Phone

(NTOP)

. Maybe, just maybe, we have no opinion on something here. I don't want to short it; I don't want to go long it. I just like it. I like watching it and following it. I am a Net2Phone voyeur, period.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Micron. 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.