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The markets took it on the chin on Friday, as Apple (AAPL) - Get Apple Inc. Report  led the way down a day after supplier Taiwan Semiconductor Manufacturing (TSM) - Get Taiwan Semiconductor Manufacturing Company Ltd. Report  issued a weak forecast, and a report from Morgan Stanley said iPhone sales for the June quarter will disappoint.

Still, General Electric (GE) - Get General Electric Company Report  surprised with a quarterly gain, and Schlumberger (SLB) - Get Schlumberger N.V. Report and Honeywell (HON) - Get Honeywell International Inc. Report beat estimates.  

(Apple, Schlumberger and Honeywell are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells the stocks? Learn more now.)

Here are three top takes from the columnists of Real Moneyand Real Money Pro, our premium sites for Wall Street professionals and active investors:

Jim Cramer: Intel Is in No Man's Land

"Let's consider the case of Dow component Intel (INTC) - Get Intel Corporation Report , the incredibly well-run company with no sacred cows..." says TheStreet's Jim Cramer.

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What's not to like?

"Okay," Cramer observes, "I will tell you what's not to like. Because of all of those great things this stock simply hasn't come in. Yep, it's the semiconductor stock the smart money is hiding in while they wait out the storm of cellphone slowdowns and Chinese retaliatory actions."

But Cramer's ultimate problem "is that there's a love affair with software right now, especially cloud based software and there's a big hate on hardware and I don't see what's going to change that."

Twitter a Bright Spot as Apple, Semiconductors and Oil Struggle

"One bright spot" on Friday, writes Real Money columnist James DePorre, " Twitter (TWTR) - Get Twitter Inc. Report . It bounced back strongly in sympathy with the move on Netflix (NFLX) - Get Netflix Inc. Report  earnings and has enjoyed a couple of recent positive analyst upgrades. Last week Goldman Sachs made favorable comments about the stock and today it was upgraded and given a $40 target by MKM Partners."

How to Play Roku and Rival Streaming Media

Real Money Pro columnist Ed Ponsi says that, "Once, entertainment was broadcast over the airwaves. Then the widespread adoption of cable television changed our viewing habits. Now streaming media is about to transform the way we receive information and entertainment once again."

"What are the top stocks in this sector?" asks Ponsi, "and what are their charts telling us right now? Let's take a look, starting with Roku (ROKU) - Get Roku Inc. Report ."