Date updated:03-06-2008
"Tech commentary's turning positive here. I have waxed about how I think that some things are smoking -- ag, gold, oil and gas. I have not included tech because we don't have many stories I trust. I have not included tech because we don't have many stories I trust. But yesterday's commentary of Cisco (CSCO) was taken to be positive -- I couldn't read it that way, but maybe I am too negative for the moment." -- Jim Cramer

-
CSCO
Cisco Sys Inc - $24.23
- -0.04%
- $24.27
How ironic, the single most negative story, Cisco, comes out and says "sure it is negative," and that's liked. And now on top of that the single most positive player, IBM, speaks tomorrow.

-
AMAT
Applied Materials - $18.46
- +0.16%
- $18.51
Applied Materials' (AMAT) big solar win also boosted the whole group even though that was solar, not tech.

-
MSFT
Microsoft Cp - $27.29
- -0.11%
- $27.50
The Street wants desperately to tell positive stories, and it is one of the reasons why I have said we are too negative. The Street even glossed over the Microsoft (MSFT) Vista price cut, 30%! Huge and negative

-
IBM
Intl Business Mac - $122.51
- -0.04%
- $123.50
When you layer on the IBM (IBM) call, you could see how you could get a squeeze up here and you can't ignore it.

-
VZ
Verizon Commun - $34.45
- +0.73%
- $34.35
You need to be mindful that we could be in a moment where people piece some things together: Verizon (VZ) can't get enough TVs, so maybe there's screen shortage at work.

-
AAPL
Apple Inc - $175.84
- +1.33%
- $174.80
Apple (AAPL) reiterating its I-phone goals, Salesforce.com (CRM) doing really well, and Research In Motion (RIMM) actually making the numbers.

-
CRM
Salesforce.com In - $65.30
- -0.27%
- $66.99
Apple (AAPL) reiterating its I-phone goals, Salesforce.com (CRM) doing really well, and Research In Motion (RIMM) actually making the numbers.

-
RIMM
Research In Motio - $130.28
- +3.44%
- $127.53
Apple (AAPL) reiterating its I-phone goals, Salesforce.com (CRM) doing really well, and Research In Motion (RIMM) actually making the numbers.
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A. yeah a bunch of the UTEs are doing it
just havent found a solid play on it yet
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