Cramer's Communications Tech Stocks
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Created by barrons3
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Date updated:05-21-2009

"These stocks have lagged, and I think for no reason They are ramping, but from a low base, and they remain extremely attractive." - Jim Cramer

symbol name last price % change open
  • +
  • CSCO
    Cisco Systems
  • $23.74
  • 0.00%
  • $23.72

Cisco has been a total dog ever since it ran up and John Chambers took the wind out of its sails. I would say, though, that if Cisco had reported with the stock right here, I think it would have rallied to $20.

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • QCOM
    Qualcomm Incorpor
  • $45.44
  • -0.26%
  • $45.74

Qualcomm (QCOM) has been an endless quandary, given that it has more visibility than any other communications stock I know but has been held back by the Cisco drag.

People owning QCOM also tend to own: AAPLBEASBMCBOBJCDNSCHKPCSCO

TheStreet.com Rating: B- What is this?

  • +
  • TKLC
    Tekelec
  • $14.49
  • -0.55%
  • $14.46

I know that I have stressed the need to own Tekelec (TKLC) and On Semiconductor (ONNN) and Starent (STAR) and Skyworks (SWKS) plus Ciena (CIEN) on this trend. I know this group has acted so badly as to take your breath away. It is almost as if there is one seller who keeps hitting the darned thing. The seller seems to have vanished today.

People owning TKLC also tend to own: AEMBMYCDNSCLFCOPDFEMR

TheStreet.com Rating: B What is this?

  • +
  • ONNN
    On Semiconductor
  • $7.69
  • -2.29%
  • $7.83

I know that I have stressed the need to own Tekelec (TKLC) and On Semiconductor (ONNN) and Starent (STAR) and Skyworks (SWKS) plus Ciena (CIEN) on this trend. I know this group has acted so badly as to take your breath away. It is almost as if there is one seller who keeps hitting the darned thing. The seller seems to have vanished today.

People owning ONNN also tend to own: AMKRATMLDRLQSIRISIGMSTEC

TheStreet.com Rating: C- What is this?

  • +
  • SWKS
    Skyworks Solution
  • $12.53
  • +0.08%
  • $12.57

You can buy Skyworks below where it reported, even as its business is on fire. There I think the lid is all Apple (AAPL) saying it will develop its own chips, and it is a big customer of Skyworks. I simply do not believe that Skyworks is going to lose that business, as it is the lowest-margin part of a cell phone, and there is no reason to raise the cost of products that simply are better to buy than develop.

People owning SWKS also tend to own: JNPRNOKDIETPEIXADMBONTCMG

TheStreet.com Rating: B What is this?

  • +
  • STAR
    Starent Networks
  • $34.51
  • +0.06%
  • $34.47

I know that I have stressed the need to own Tekelec (TKLC) and On Semiconductor (ONNN) and Starent (STAR) and Skyworks (SWKS) plus Ciena (CIEN) on this trend. I know this group has acted so badly as to take your breath away. It is almost as if there is one seller who keeps hitting the darned thing. The seller seems to have vanished today.

People owning STAR also tend to own: CHLFMCNJECSTVTMAPKTARUN

TheStreet.com Rating: C What is this?

  • +
  • CIEN
    Ciena Corporation
  • $12.60
  • +1.37%
  • $12.48

I know that I have stressed the need to own Tekelec (TKLC) and On Semiconductor (ONNN) and Starent (STAR) and Skyworks (SWKS) plus Ciena (CIEN) on this trend. I know this group has acted so badly as to take your breath away. It is almost as if there is one seller who keeps hitting the darned thing. The seller seems to have vanished today.

People owning CIEN also tend to own: ADCTAKAMALKSARAYARRSAVIDAVNX

TheStreet.com Rating: D What is this?

  • +
  • BRCM
    Broadcom Corporat
  • $29.56
  • +0.89%
  • $29.39

You can also see how Broadcom (BRCM) would run, but I don't have a good sense of current business.

People owning BRCM also tend to own: CTSHGOOGINFYMRVLPTIREDFSAY

TheStreet.com Rating: C What is this?

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