Cisco

(CSCO) - Get Report

isn't

Mister

(MSTR) - Get Report

. The semis aren't Mister. No Mister problems in the telcos. Misters aren't in the semi-equip biz.

Yes, we actually think like this. We ripped down our stocks to see who could be a Mister, meaning a stock that will get sold off because people will say "Hey, are they doing that wacky stuff that Saylor did?" (This even though, in the background, Rick Sherlund from

Goldman

TST Recommends

(GS) - Get Report

is saying that this is Mister-specific and only Mister-specific.)

Oh yeah, by the way,

GE's

(GE) - Get Report

no Mister either!

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Cisco Systems, General Electric and Goldman Sachs. 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.