Cramer's Stocks To Watch In Tech's Next Move
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Date updated:05-14-2009

"Underneath this horrid action, I am wondering if there is a switch in tech happening." - Jim Cramer

symbol name last price % change open
  • +
  • TSM
    Taiwan Semicond A
  • $10.59
  • +1.34%
  • $10.43

I think we saw, for example, Taiwan Semi (TSM) have a huge move, and that was mucho de-stocking. It was also, and this continues, the Chinese demand, which remains very strong.

People owning TSM also tend to own: CNXSTXJNJXOMAAAETALL

TheStreet.com Rating: B- What is this?

  • +
  • AAPL
    Apple Inc.
  • $204.45
  • +1.22%
  • $202.97

(Shanghai continues to ramp, reaching high levels not seen since August. China is not only alive and well, it is getting hotter. Apple (AAPL) works there, with the iPhone coming, and so does Starent (STAR), as STAR is moving aggressively into the Chinese cell-phone business.)

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • STAR
    Starent Networks
  • $34.03
  • 0.00%
  • $34.03

(Shanghai continues to ramp, reaching high levels not seen since August. China is not only alive and well, it is getting hotter. Apple (AAPL) works there, with the iPhone coming, and so does Starent (STAR), as STAR is moving aggressively into the Chinese cell-phone business.)

People owning STAR also tend to own: CHLFMCNJECSTVTMAPKTARUN

TheStreet.com Rating: C+ What is this?

  • +
  • VZ
    Verizon Commun
  • $30.13
  • -0.10%
  • $30.23

Now I think we are advancing to tech spending related to telecom. When I see this Verizon (VZ) sale of lines for $8 billion to Frontier Communications (FTR), it reminds me that Verizon spent very little on capex this last quarter, and I think that could change, which is why I like the Tekelecs (TKLC) and the Starents and perhaps the Cienas (CIEN).

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

  • +
  • FTR
    Frontier Commun C
  • $7.27
  • 0.00%
  • $7.34

Now I think we are advancing to tech spending related to telecom. When I see this Verizon (VZ) sale of lines for $8 billion to Frontier Communications (FTR), it reminds me that Verizon spent very little on capex this last quarter, and I think that could change, which is why I like the Tekelecs (TKLC) and the Starents and perhaps the Cienas (CIEN).

People owning FTR also tend to own: CATCVXGEMOSMRKMSFTPG

TheStreet.com Rating: C+ What is this?

  • +
  • TKLC
    Tekelec
  • $15.00
  • +1.42%
  • $14.82

Now I think we are advancing to tech spending related to telecom. When I see this Verizon (VZ) sale of lines for $8 billion to Frontier Communications (FTR), it reminds me that Verizon spent very little on capex this last quarter, and I think that could change, which is why I like the Tekelecs (TKLC) and the Starents and perhaps the Cienas (CIEN).

People owning TKLC also tend to own: AEMBMYCDNSCLFCOPDFEMR

TheStreet.com Rating: B What is this?

  • +
  • CIEN
    Ciena Corporation
  • $12.37
  • +0.73%
  • $12.36

Now I think we are advancing to tech spending related to telecom. When I see this Verizon (VZ) sale of lines for $8 billion to Frontier Communications (FTR), it reminds me that Verizon spent very little on capex this last quarter, and I think that could change, which is why I like the Tekelecs (TKLC) and the Starents and perhaps the Cienas (CIEN).

People owning CIEN also tend to own: ADCTAKAMALKSARAYARRSAVIDAVNX

TheStreet.com Rating: D What is this?

  • +
  • CRM
    Salesforce.com In
  • $66.13
  • +5.14%
  • $64.62

I also see the drive toward cloud computing, which is going to boost Salesforce.com (CRM).

People owning CRM also tend to own: AAPLGOOGRVBDARRSGIGMOPSWPGIC

TheStreet.com Rating: B- What is this?

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