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TheStreet.com TV Recap: Game Makers People Play

03/27/07 - 02:27 PM EDT

TheStreet.com Staff

Jim Cramer got into the game -- the game makers -- in a Web video for TheStreet.com TV's Wall St. Confidential Tuesday.

GameStop GME is "well run," but for a quick trade Electronic Arts ERTS may be right, Cramer said.

GameStop is a "generational play" and is not going away, but Cramer said he is curious to see where Take-Two Interactive TTWO could move.

GameStop at its 52-week high of $31 could be a trade here, he said. People can sell some but they will have to buy it back, Cramer advised. "This is the best-in-show demographic retailer and it continues to do the right thing."

On Take-Two, there are two camps, he told Gregg Greenberg, the host of Wall St. Confidential. The bears are saying Take-Two is "worthless," but the people running Take-Two "are too smart to ignore the total battleground."

Further, Cramer said he's been recommending Sony SNE since Michael Price from Mutual Shares sat him down and said there is a lot of value to unlock at the Japanese giant.

On Microsoft MSFT, Cramer said that even though it was able to sell 20 million Vista licenses, its Zune product "has no take-up."

Moreover, Cramer said that while he's been hearing about all these things that Yahoo! YHOO (which he owns for his charitable trust, Action Alerts PLUS), eBay EBAY and Google GOOG are doing, there is nothing coming from Microsoft's MSN.

Cramer said he believes Microsoft's Xbox is "really good," but says it can't be a driver for the stock.

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At the time of publication, Cramer was long Yahoo!

Jim 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. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his 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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