Board-Ansicht
Mix-Ansicht- Interview with a Tech Assassin - puppetmaster, 19.12.2000, 17:37
Interview with a Tech Assassin
Interview with a Tech Assassin
By James J. Cramer
Cramer: So, Jack, I see you like eToys (ETYS:Nasdaq - news - boards), here with an $84 target, is that still
good?
Tatum: Well, no, Jimmy, actually, we put that on the list because we jammed a bunch of clients with a
convert right before Christmas time last year and if we pulled it people would be really P.O.ed at us. And we
would never have gotten that toxic convert business that we did when we took the company from that guy
Toby. Nasty decline in that one. Perfect tax loss for you tax planners out there.
Cramer: OK, how about Sun Micro (SUNW:Nasdaq - news - boards), I know you love that one, and I see
you are using a $50 price target.
Tatum: You know, we are backing away a tad from Sun Micro, despite a lot of pressure from Ed Zander, the
enforcer, because we think there might be a sea of Suns systems out there somewhere, and the numbers
might be too high. Still, you have to be long Sun Micro, cause it is, like, Sun Micro.
Cramer: And how about Scient (SCNT:Nasdaq - news - boards), you loved it at 30 when you were on the
show last time. Now it is at 3?
Tatum: Super stock, that Scient. Top management. I would quadruple down on it if you bought it last time I
was on, other wise I would sell the!@#$! out of it -- oops, sorry Jimmy, forgot we were live -- because who
the heck knows what's going to happen with those guys? Beats the heck out of me if they can make it.
Cramer: You came on our show last year this time and said you loved Ventro (VNTR:Nasdaq - news -
boards) at 240. It did go up three points right after, but it is now at 1. What should someone do with that
now?
Tatum: I actually like Chemdex, not Ventro.
Cramer: But didn't Chemdex morph into Ventro?
Tatum: Oh yeah, but I sold the Ventro into my recommendation on your show and never really looked back.
What a dog -- woof, woof!!
Cramer: Jack, are you still partial to Ask Jeeves (ASKJ:Nasdaq - news - boards)? You hyped that pretty
strongly in the 80s and the 40s.
Tatum: Frankly, Jim, once we didn't get the nod for the big secondary, we dropped coverage. I mean what
the heck is the point of covering something like Jeeves unless you get the big underwriting ticket. What a
house of cards that thing was!
Cramer: A month after that you came on and said you liked Internet Capital Group (ICGE:Nasdaq - news -
boards) at 200. It is now at 4, what do you think now, buy, sell, hold?
Tatum: We think those gentlemen have a proven incubator model that will develop tremendous value over
time and we are more excited than ever that the stock has fallen this far and we will be buying it
aggressively.
Cramer: Really?
Tatum: Just kidding. We think they are going out of business. We got totally bagged on that one by
corporate finance which was trying to bring public about 40 of their companies, all of which are now being
shuttered. But who can blame us? The underwriting fees would be huge, just huge. I would do that again
any time.
Cramer: We are almost out of time Jack, but let me ask you, while you are here, what is the deal with Reg
FD? Is that cutting back your access to companies, as some are complaining?
Tatum: Holy cow, you can't believe how bad it is. Before FD, what I did was send around a Lotus
spreadsheet and the CFOs would fill in the numbers and tell me what I should say. Now I have to fill in the
numbers, and I don't even know how the %!@#$! spreadsheet works! Bummer!
Cramer: Thanks so much. Jack. There is no question why they call you Assassin.
Tatum: Good to be here.
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(text geklaut, bitte nicht petzen ;)
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