Jim Cramer's Stop Trading! Buy Seagate

Buy Seagate (STX Quote) and Hewlett-Packard (HPQ Quote) to cash in on the consumer stampede into Microsoft's (MSFT Quote) Vista operating system, Jim Cramer said Wednesday on CNBC's "Stop Trading!" segment.

Cramer said tech is getting hammered Wednesday in large part because of a sweeping downgrade from Goldman Sachs. But Cramer said that this year, unlike most, there is a driver for tech stocks in general and PC stocks in particular as the new year opens: the huge Vista rollout.

"There's plenty of reasons to own PC stocks," Cramer said, adding that the Vista upgrade cycle will be sufficient to support even recent industry laggard Dell (DELL Quote). "PCs will be in everybody's face the next three weeks."

Cramer said sales of Vista-equipped PCs will bolster H-P and that Seagate will be the "primo beneficiary of the need for Vista memory."

Cramer also named three nontech stocks he likes right now: Polo Ralph Lauren (RL Quote) for its "bulletproof" apparel brand, Fortune Brands (FO Quote) for its mix of liquor and home-improvement properties and Johnson Controls (JCI Quote) for its controls business.