Akamai

(AKAM) - Get Report

defines this new tape. Could you have more good

news thrown at one stock than this company has had in the past week or two? Every day, some new company seems to be Akamaized. That verb threatens to become something like Kleenex or Xerox.

Unfortunately, Akamai is now trading like

Xerox

(XRX) - Get Report

.

Join the discussion on

TSC

Message Boards. What's going on? The concept stocks, the ones that are in theory going to be

huge

companies, are now taking a backseat to the companies that are huge

and have good news coming

.

I won't desert my Akamai, but I won't build it on weakness as I would have in the fourth quarter because of the newfound hate affair with concepts. Will concepts ever come back? In my book, this is just a question of when, not if. But I am unwilling to take a beating on a concept because I am not in the business of taking pain.

Meanwhile, notice the bonds? They are holding in just fine after those numbers. Still good for a trade, I think.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Akamai and the 30-year bonds. 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.