This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Cramer's Mobile Internet Tsunami Stocks

Stocks in this article: AAPL RIMM RFMD STAR ADI QCOM S T VZ

Why am I confident that we have so many years ahead of us for this smart phone product cycle? First, only about one in one hundred cell phone users have smart phones that can surf the internet and handle most of the more intensive and addictive applications. Second, most developing countries are skipping landlines entirely and putting in infrastructure that enables these phones to work everywhere, including a $40 billion program just kicked off by the Chinese government. Finally you have the backing of our own huge telco carriers-- Sprint (S)in support of the Pre, AT&T (T) in support of the iPhone, and Verizon (VZ)in support of the Blackberry. That's important because without these new phones these companies can't expand or perhaps even survive. Therefore, they can be counted on to subsidize the purchase of mobile internet devices for years to come.

If you're young, or young at heart, I seriously recommend checking out and investing in one of these stocks--you can't build a portfolio just out of the mobile internet trend as it would be all tech and totally undiversified, but you can afford to take a big swing at one or two of them because you have your whole investing life ahead of you. That's right, think of it, you have not one but two incredible opportunities as a young investor, the chance to buy stocks that have been knocked down to insanely low levels, and an intuitive understanding of what could turn out to be one of the biggest moves of a lifetime, a huge new product cycle in tech based around smartphones, led by Apple, Research in Motion, and Palm, and followed by everything that makes their devices work and keeps their wireless networks running. If this is anything like previous product cycles in tech, and it seems akin to if not bigger and better than the largest ones, it will take years to wear itself out.

6 of 7

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 17,164.95 -251.90 -1.45%
S&P 500 1,994.99 -26.26 -1.30%
NASDAQ 4,635.24 -48.1670 -1.03%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs