Cramer's Tech Plays2 Portfolio - Stockpickr! Your Source for Stock Ideas

Cramer's Tech Plays2

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TheStreet.com Rating: B

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Created by sarah z

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Date updated:08-29-2007

From 8-28-07:

"The Fed officials and raging bull commentators who all say in unison "the economy is fundamentally sound" should recognize they are speaking about just the export economy."

Cramer said he is still willing to do tech "because it is so heavily skewed to exporting."

Also, "The vast -- and incorrect -- perception is that nothing works in this period, that everything goes down and that it would be good just to be plain old short, not even net short. I have always believed that something is always working, and I define working as going up on good days and not going down as hard on bad days. That's what I think about tech, particularly strong-balance-sheet tech. The names that jump immediately to mind are:

INTC
Intel Corporation
$19.24
-0.31%
$19.15

No Analysis added

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

TheStreet.com Rating: B What is this?

HPQ
Hewlett Packard C
$50.04
+0.44%
$49.58

No Analysis added

People owning HPQ also tend to own: ACAS CLP MRK PHI SHFL VZ AA

TheStreet.com Rating: B What is this?

TXN
Texas Instruments
$24.74
-0.56%
$24.75

No Analysis added

People owning TXN also tend to own: A AAPL BMC CDNS CSCO EBAY EDS

TheStreet.com Rating: C+ What is this?

CSCO
Cisco Systems
$23.46
-0.93%
$23.49

No Analysis added

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

TheStreet.com Rating: B- What is this?

IBM
Intl Business Mac
$126.96
-0.45%
$127.17

No Analysis added

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

TheStreet.com Rating: B+ What is this?

EMC
E M C Cp
$17.04
-0.76%
$17.08

No Analysis added

People owning EMC also tend to own: AAPL AMT AMZN ATHR BEAS CTSH GOOG

TheStreet.com Rating: B What is this?

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