Cramer's Tech Sector Plays

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From 7-10-07:

There's a reason why tech stocks are doing well before they should be doing well. The companies are doing well before they should be doing well.

This litany comes at a great time for the market, which is sorely in need of something beyond the infra/machine/ag/oil/aerospace bull markets. We aren't going to get it from banking, housing, restaurants or retail, now that mortgages are being reset, standards tightened, home-equity lines diminished, gasoline higher, electric bills going up and the Fed remaining stupidly vigilant. We already had the four horsemen providing the initial leadership. Now these once-high-multiple stalwarts are coming up from behind.

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