Making us work, huh? Just when we had decided that the year was over? No matter that it is thin, it still "feels" terrible and we are using wide scales to rebuild some positions that had become minuscule in the run-up.

We have tried to come up with some themes to the selling: Old net vs. new net. Net e-commerce turned out to be a joke. Revenge of bricks-and-mortar over sloppily executed net plays.

Janus

takes a holiday.

Join the discussion on

TSC

Message Boards.

JDSU

But it is way too random for that.

JDS Uniphase

(JDSU)

rallies because it splits.

Broadcom

(BRCM)

rallies because it might split.

Commerce One

(CMRC)

comes down because it already split? Seems kind of mindless and stupid.

The only thing substantive is that this

eToys

(ETYS)

looks like it blew it. But why that should make me sell my

Yahoo!

(YHOO)

beats the heck out of me. So we aren't. We are buying.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of the original publication, his fund was long Yahoo! and JDS Uniphase. 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.