Cramer's Smart Smartphone Plays Portfolio - Stockpickr! Your Source for Stock Ideas

Cramer's Smart Smartphone Plays

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Created by barrons3

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Date updated:08-13-2009

"Does it have smartphone exposure, or doesn't it? That is the question. When I look at what's moving in tech and what's become sullen and gloomy, there's only one compass: smartphones." - Jim Cramer

TLAB
Tellabs
$5.76
+0.88%
$5.93

Think about what's moved this week: Cree (CREE), Tellabs (TLAB) and ADC Telecom (ADCT). These are terrific plays in the smartphone food chain and are included in the "Mad Money" Mobile Internet Index.

People owning TLAB also tend to own: AMT ANF AVID CNO COH COST ESI

TheStreet.com Rating: C What is this?

CREE
Cree
$47.62
+1.64%
$47.08

Cree's the lighting play off of the smartphones. That stock's been on fire for ages, but this recent number and the propulsion after reminds us of how big this category can be.

People owning CREE also tend to own: AAPL ALY AMX GLW HANS RIG AIG

TheStreet.com Rating: B What is this?

ADCT
Adc Telecommunica
$6.15
+2.50%
$5.98

ADC Telecom is Chinese Internet infrastructure, and we know that China's spending $40 billion to build out infrastructure that can allow aggressive adoption of smartphones. Tellabs has been waiting for next-generation telecom orders -- smartphones. I think the fact that it announced a giant buyback -- it matters when the stock is this small -- is the signal needed to suggest they are getting orders.

People owning ADCT also tend to own: AKAM ALKS ARAY ARRS AVID AVNX BEAS

TheStreet.com Rating: D What is this?

AAPL
Apple Inc.
$204.44
-0.70%
$205.21

Remember, Apple (AAPL) cannot meet demand for AT&T (T) for smartphones, and the China Unicom (CHU) order hasn't even hit yet!

People owning AAPL also tend to own: AMD CSCO DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B+ What is this?

T
At&t Inc.
$27.10
+1.19%
$26.83

Remember, Apple (AAPL) cannot meet demand for AT&T (T) for smartphones, and the China Unicom (CHU) order hasn't even hit yet!

People owning T also tend to own: ACE BAC C CB COP CVX DIS

TheStreet.com Rating: B- What is this?

CHU
China Unicom (hk)
$13.66
0.00%
$N/A

Remember, Apple (AAPL) cannot meet demand for AT&T (T) for smartphones, and the China Unicom (CHU) order hasn't even hit yet!

People owning CHU also tend to own: AUY DAR ECL GRMN KOL NSTR PGH

TheStreet.com Rating: C What is this?

VZ
Verizon Commun
$31.87
+1.72%
$31.44

Kaufman Brothers says Verizon's (VZ) BlackBerry sales are incredibly strong, and the competition from sell-rated (by me!)

People owning VZ also tend to own: AA AIG IBM INTC JNJ JPM KO

TheStreet.com Rating: B- What is this?

RIMM
Research In Motio
$59.53
-0.78%
$59.86

Kaufman Brothers says Verizon's (VZ) BlackBerry sales are incredibly strong, and the competition from sell-rated (by me!)

People owning RIMM also tend to own: AAPL APA AUY BP C CME COP

TheStreet.com Rating: B- What is this?

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