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RealMoney.com: Jim Cramer Blog
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Four Horseman of the Nasdaq

By Jim Cramer
RealMoney Columnist

6/1/2009 1:16 PM EDT
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Can Apple (AAPL - commentary - Trade Now), Amazon (AMZN - commentary - Trade Now), Google (GOOG - commentary - Trade Now) and Research In Motion (RIMM - commentary - Trade Now) be stopped? I don't know how, frankly.

 
As I have said a dozen times here, web advertising is very strong and it is all going Google's way with some crumbs for the others, including Yahoo! (YHOO - commentary - Trade Now). It is incredible how strong I believe the business is.

Meanwhile, has a day past when someone hasn't hammered Amazon with stories about rivals to the Kindle and Google moving in against them? Blah blah blah. Does anyone think that's going to turn back the tide of buyers who know that buying habits changed when gasoline flew up and the Amazon experience has kept them coming back?

Apple's got the June 8-June 9 combo of new products and the China iPhone but it also has the possibility of new price cuts that will just make sales even stronger. I would not get in the way of that one in the next eight days.

Finally, Research In Motion doesn't have a story to move it other than that people have not lost their love for smart-phones and Blackberry is the smartest. This one's the Verizon (VZ - commentary - Trade Now) push and Verizon is pushing hard.

I would still jump on the four horsemen, but only with half positions with hope that somehow the stocks cool so more can be bought.

At the time of publication, Cramer was long had no positions in the stocks mentioned.






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Jim Cramer is co-founder and chairman of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. To order Cramer's newest book -- "Jim Cramer's Stay Mad for Life: Get Rich, Stay Rich (Make Your Kids Even Richer)," click here. Click here to order "Mad Money: Watch TV, Get Rich," click here to order "Real Money: Sane Investing in an Insane World," click here to get "You Got Screwed!" and click here for Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he appreciates your feedback and invites you to send comments by clicking here.

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