NEW YORK (
TheStreet) -- Jim Cramer has an answer for people who have been wondering when
(CSCO - Get Report) is going to turn.
"I say forget about it," Cramer said Friday. "It's not going to turn because they're losing share."
Cramer said Cisco is losing share to Juniper (JNPR - Get Report) and Alcatel-Lucent (ALU - Get Report).
Instead, Cramer prefers Ciena (CIEN - Get Report). "Ciena's got great momentum and it's got the best order flow for 2014," he said.
Cramer urges caution when it comes to Juniper and Alcatel, although he said Alcatel "has got great momentum versus Cisco. Alcatel-Lucent still can go to $5."
Qualcomm is what Cramer calls "a love stock."
"When you have a love stock, you just go buy calls on it and ride it to the end of the year," he said. "I think the stock is going to go right to $80."
On the other hand, Anadarko (APC - Get Report) is a challenged company, he said, because the company's liability in the Tronox case could be $5 billion to $14 billion. "They will appeal," Cramer said.
He added that if people want to own Anadarko, "they should do it deep in the money calls because that's a $25-per-share possibility."
-- Written by Carla Baranauckas in New York.