Tomorrow, all day, you will hear of nothing but IBM (IBM) - Get Report. We think it is going to be positive, within the confines that the fundamentals at the company are good, but not Red Hot, so to speak.

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. Internally, I am concerned that it could be like the big


(T) - Get Report

thing earlier in the week, where Armstrong said great stuff, but it was no better than what we had heard before.

I fear that IBM will do nothing more than was written about in the fine

Business Week

article about


But be aware that every day has its theme. Yesterday's was




Today's B2B incubators.

Tomorrow will be IBM.

Random musings:

Lot of weird reversals going on, both in semis. Just got blindsided by a big drop in



. Is this some sort of "new cell phone that causes hair to grow" story or something? It is not true, by the way.

James J. Cramer is manager of a hedge fund and co-founder of At time of publication, his fund was long IBM and Motorola. Cramer's fund also may be long or short certain stocks in his B2B rotisserie league or Red Hot 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