Cramer's 'Mad Money' Recap: Tech, Take a Walk

Stock quotes in this article: INTC , AMD , MRVL , GOOG , AAPL , MSFT , HPQ  

But You Can Keep...

At the same time, there are some tech stocks that have what it takes to resist the tug of seasonality and defy the calendar, Cramer went on to say. These stocks, he said, are driven by "blowaway" earnings or "really strong" products.

The five tech stocks Cramer believes that investors can still stick with are Cisco (CSCO Quote), Apple (AAPL Quote), Hewlett-Packard (HPQ Quote), which he owns for his charitable trust; Google (GOOG Quote) and Microsoft.

These are the stocks that should make market-players money as the rest of the tech stocks decline, he said. These are also the stocks Cramer likes more on weakness. If they go down, think of it as an opportunity and buy more, Cramer said.

Although he said he can't blame anyone for wanting to take a profit with Cisco, Cramer believes the company has a "product-driven story that cannot be denied." Not only are Cisco's old competitors "dead," but also, after three downgrades, a lot of the risk has been taken out of the stock, he said.

In addition, Apple just reported a "beautiful" quarter and gave "ridiculously low" guidance for the next quarter. Cramer believes that the flow of new products and the iPhone will drive the stock higher.

Microsoft is too powerful to let seasonality bring it down, and people should view its pullback as a "big, fat gift," he said, calling Vista the "single-most-awaited product story in years."

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