Date updated:09-26-2007
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."

-
RIMM
Research In Motio - $66.67
- -1.59%
- $67.83
From 9-21-07: Research In Motion's (RIMM) numbers are way too low. BlackBerry is wiping the floor with Palm's (PALM) Treo. This is the momentum play in this market, ex Intuitive Surgical (ISRG), and in a slowing economic environment people are going to gravitate to this. From 6-18-07: RIMM? New products, momentum, analysts loving it. Great growth; what's not to like? From 6-6-07: Cramer began with RIM, calling it the "undisputed winner of the handheld," which has had a successful expansion in Latin America. It is a "fantastic" story, he said. Palm (PALM), Cramer said, has got nothing on it.

-
GOOG
Google Inc. - $533.47
- +0.41%
- $532.385
From 9-21-07: Google's (GOOG) earnings could be huge if it has gotten its hiring in line, and I think that's going to happen with the new CFO change. Any problems at Yahoo! (YHOO) are wins for Google; same with AOL. From 6-18-07: Google, last week, saw nasty Comscore numbers showing that growth may not have been good for the last month. But then today, we read another spate of articles about how it is wiping the floor with the Yahoo!s (YHOO) of the world. From 6-6-07: Cramer said that Google is a cheap stock "destroying everything in its path." This stock, he said, has left competitor Yahoo! (YHOO) "in the dust." Google "owns search," and even though it recently hit its high, it's still cheap, Cramer said, adding that he believes Google should -- conservatively speaking -- go all the way to $600.

-
GOOG
Google Inc. - $533.47
- +0.41%
- $532.385
From 9-21-07: Google's (GOOG) earnings could be huge if it has gotten its hiring in line, and I think that's going to happen with the new CFO change. Any problems at Yahoo! (YHOO) are wins for Google; same with AOL. From 6-18-07: Google, last week, saw nasty Comscore numbers showing that growth may not have been good for the last month. But then today, we read another spate of articles about how it is wiping the floor with the Yahoo!s (YHOO) of the world. From 6-6-07: Cramer said that Google is a cheap stock "destroying everything in its path." This stock, he said, has left competitor Yahoo! (YHOO) "in the dust." Google "owns search," and even though it recently hit its high, it's still cheap, Cramer said, adding that he believes Google should -- conservatively speaking -- go all the way to $600.

-
AMZN
Amazon.com - $116.83
- -0.48%
- $N/A
From 9-21-07: Amazon's (AMZN) the toughest sale, but also the most heavily shorted, in part because of the FedEx (FDX) earnings conference call last week, which I think should not have been extrapolated to Amazon. At last, this will be the Amazon Christmas. And Amazon's fulfillment business for other companies will also be huge. Amazon has leverage on sales now, something it never had before. From 6-18-07: Amazon is the diciest. I have read some really negative pieces about Amazon and online commerce in general. To me, this company is truly taking share and kicking butt. It's been biding time after a mega-run; I think one upgrade and it's off to the races again. From 6-6-07: Although there have been sites similar to Amazon's, the company is one of a kind, he said. It "has the mechanics to dominate for years" and is a double threat as a tech and retailer. Growth drives a company, and Amazon, Cramer said, is full of growth.

-
AAPL
Apple Inc. - $194.12
- -0.69%
- $195.68
From 9-21-07: Apple (AAPL), I believe, is going to have a monster quarter. Now that AT&T (T) is being proactive on its programs for iPhone -- you can get a deal that allows texting to rival networks -- and now that there are new iPods for the holiday shopping season and now that people are buying high-margin iMacs because while they're in the stores to buy iPhones and iPods, you have the classic cult-to-mass story. Citigroup's number bump on Apple this morning is the first of many. From 6-18-07: Take Apple. Last week, someone talked about how Safari or something was going to be bad for Apple because it didn't have many writers for it. The stock simply got hammered. Now the people who sold it are probably asking themselves why they did so. Heck, they're probably buying it back. I continue to believe that the key to the iPhone is the kids, like mine, who are demanding it -- just demanding it! From 6-6-07: Apple, on the other hand, is a bit more complicated. "I wouldn't buy it now," he said. Instead Cramer advised selling some Apple on its way up and buying it back after the iPhone launch, which is set for June 29. Apple, he said, owns the MP3 player market with its iPod product, and now it's getting into phones -- a genius move. "It's an aspirational brand," which means the sky's the limit for the stock, Cramer added.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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