Things Move Fast in the B2B World

Matt Jacobs surpasses Cramer in the business-to-business rotisserie in just one session. Also, Cramer has an epiphany.
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Our

business-to-business rotisserie league reminds me of some wild southern college football game where, if you blink, you miss three touchdowns. In one session, one trading session,

Matt "BeFree" (BFRE) Jacobs

has passed me! One session. He has stocks that are up a boatload.

First, there is

BroadVision

(BVSN) - Get Report

. This one was whupped by a downgrade by

Prudential

and I figured he had picked up a real dog. Now Broadvision is turning that Nov. 30 downgrade into, you guessed it, a buying opportunity!

These stocks have a phenomenal habit of making any naysayer seem hopelessly out of touch.

Sears

(S) - Get Report

now piles on the BroadVision move, giving it added impetus. Then there is

Sapient

(SAPE)

, which last I looked, seemed like it was rolling over. In the 70s, this stock was hanging on by a fingernail. Now it is at the top of Everest doing a jig! And then there is

Internet Capital Group

(ICGE)

. Make me puke: This is up 61% since Matt picked it!

Incroyable

!

In the meantime, my stocks are hardly running in place. But their couple-of-percent gain can't keep up with Matt's vault. How much further can these go? Judging by the visceral anti-B2B mail I am getting about how the train is about to crash, I would say, a heck of a lot longer.

Random musings

: This morning my

Journal

had a thick-as-a-brick ad section for "Epiphany." When I saw it I knew I would have a winner in

E.piphany

(EPNY)

, and sure enough it is up 24 points. The only problem is that the ad was for

IBM

(IBM) - Get Report

, not E.piphany. IBM's ad firm had just appropriated the name. Hey, made 20 points anyway.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long E.piphany, IBM and Be Free. 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

jjcletters@thestreet.com.