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Cramer's Fab Four of Tech Portfolio - 2007 Stock Picks and Performance - Stockpickr!

Cramer's Fab Four of Tech

Description:

From 9-21-07:

"It's all four horsemen. They all have great stories. They are all being shorted by quants who don't like high multiples. And their businesses are all on fire. Let's revisit." See below.

From 6-18-07:

"Right back. That's what the horsemen do...I'm talking about Research In Motion (RIMM), Apple (AAPL), Amazon (AMZN) and Google (GOOG). These are the stocks that have captured the market's attention. When they get hit, the blows are glancing."

From 6-6-07:
On the 6-6-07 Mad Money Show, Cramer announced there are four new "horsemen of tech" that investors can bank on to drive this market.

However, before naming these four stocks, he first called out the four "retired horsemen of tech." Intel, Dell, Microsoft and Cisco Systems have all fallen from their former days of glory, Cramer said.

However, even though Intel, Dell, Microsoft and Cisco are no longer the four horsemen leading the market, the idea that tech stocks can be owned and traded during dull summer days still exists, he said.

The new horsemen are Research In Motion (RIMM), Amazon.com (AMZN), Google (GOOG) and Apple (AAPL), Cramer proclaimed.

This new group has "taken over," and these are the ones worth owning, Cramer said. "They are in charge" and are all "gigantic names that are so good they can't be competed with anymore."

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