Cramer's Strong Mobile Internet Plays
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Created by barrons3
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Date updated:10-01-2009

"I want strongly to reiterate the entire cohort of players in this group because more handsets, including the large amount that Research In Motion is putting out, will make things very strong for 2010." - Jim Cramer

symbol name last price % change open
  • +
  • RIMM
    Research In Motio
  • $60.00
  • +0.47%
  • $60.69

Gloriously, people recognize that the problems are with Research In Motion (RIMM) and not with the mobile Internet tsunami.

People owning RIMM also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B- What is this?

  • +
  • AAPL
    Apple Inc.
  • $205.88
  • +2.98%
  • $203.12

I am gratified to see that Apple (AAPL) remains strong and that the component players are strong, too. This is a business that will last for years and years, and the idea that Research In Motion has to cut prices to move product is indicative, to me, of the strength of Apple.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • CIEN
    Ciena Corporation
  • $12.00
  • -8.88%
  • $12.27

I would be thinking of the plays that are necessary to expand in this business, so I would look at Ciena (CIEN), Tellabs (TLAB), ADC Telecommunications (ADCT) and Qualcomm (QCOM) -- although everyone keeps chattering endlessly about the problems in China for Qualcomm, problems that are short-term involving the delay of systems being built.

People owning CIEN also tend to own: ADCTAKAMALKSARAYARRSAVIDAVNX

TheStreet.com Rating: D What is this?

  • +
  • TLAB
    Tellabs
  • $5.71
  • -0.17%
  • $5.77

I would be thinking of the plays that are necessary to expand in this business, so I would look at Ciena (CIEN), Tellabs (TLAB), ADC Telecommunications (ADCT) and Qualcomm (QCOM) -- although everyone keeps chattering endlessly about the problems in China for Qualcomm, problems that are short-term involving the delay of systems being built.

People owning TLAB also tend to own: AMTANFAVIDCNOCOHCOSTESI

TheStreet.com Rating: C What is this?

  • +
  • ADCT
    Adc Telecommunica
  • $6.00
  • +1.52%
  • $6.01

I would be thinking of the plays that are necessary to expand in this business, so I would look at Ciena (CIEN), Tellabs (TLAB), ADC Telecommunications (ADCT) and Qualcomm (QCOM) -- although everyone keeps chattering endlessly about the problems in China for Qualcomm, problems that are short-term involving the delay of systems being built.

People owning ADCT also tend to own: AKAMALKSARAYARRSAVIDAVNXBEAS

TheStreet.com Rating: D What is this?

  • +
  • QCOM
    Qualcomm Incorpor
  • $45.55
  • +1.00%
  • $45.25

I would be thinking of the plays that are necessary to expand in this business, so I would look at Ciena (CIEN), Tellabs (TLAB), ADC Telecommunications (ADCT) and Qualcomm (QCOM) -- although everyone keeps chattering endlessly about the problems in China for Qualcomm, problems that are short-term involving the delay of systems being built.

People owning QCOM also tend to own: AAPLBEASBMCBOBJCDNSCHKPCSCO

TheStreet.com Rating: B- What is this?

  • +
  • PALM
    Palm
  • $11.47
  • -2.30%
  • $11.91

I also see that Palm (PALM) is up, and I remain convinced that Verizon (VZ) will be a key client of the Pre as a way to be able to offer a product line that can be as broad and as customer-friendly as possible given that Apple's iPhone is so powerful.

People owning PALM also tend to own: GMEGOOGHSYKONFLXNKEPBG

TheStreet.com Rating: E+ What is this?

  • +
  • VZ
    Verizon Commun
  • $31.33
  • +2.96%
  • $30.75

I also see that Palm (PALM) is up, and I remain convinced that Verizon (VZ) will be a key client of the Pre as a way to be able to offer a product line that can be as broad and as customer-friendly as possible given that Apple's iPhone is so powerful.

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

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