Get Positioned for Post-Intel Trade

Let's own that personal computers aren't any good. Let's just own it ahead of when Intel (INTC - commentary - Cramer's Take) reports.

As much as I love the new Intel ads about not being trapped in a box, Intel is, alas, trapped in a PC box for now, and PCs are going to trend down this first quarter, as they always have.

The question for me isn't what will happen to Intel -- it will drift down -- it is whether people will realize how en fuego everything is but Intel, and, as Apjit Walia pointed out last week, Texas Instruments (TXN - commentary - Cramer's Take). Both of them simply don't have enough communications to make the grade for a seasonally flat-to-up quarter.

My bet is that there will be a great trade here, one involving Marvell (MRVL - commentary - Cramer's Take), Broadcom (BRCM - commentary - Cramer's Take), Qualcomm (QCOM - commentary - Cramer's Take), but you know those three, and add in Maxim (MXIM - commentary - Cramer's Take) and Linear (LLTC - commentary - Cramer's Take), which should be fabulous.

If you could time it right, let the Intel damage drive all those down and then pick half a position up, knowing that there will be someone on the sell side who doesn't understand what I just explained and who takes down the whole group Wednesday.

Which is when you buy the rest.

Random musings: I discussed just this topic for StreetWatch this morning. Click here to view the video.

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At the time of publication, Cramer was long Intel and Qualcomm.

James J. Cramer is a director and co-founder 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. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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