This column was originally published on RealMoney on March 23 at 9:29 a.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

The cell-phone weakness, which Thursday spread to all the component makers --

RF Micro

(RFMD)

in particular -- has hit another low this morning with

the give-up of

Openwave

(OPWV)

. Some might regard this as a victory for some piece of cell-phone real estate and blame David Peterschmidt for the problems there. I just think it is another sign of a saturation or slowdown on the Web that is taking down

Motorola

(MOT)

and conceivably could take down

Nokia

(NOK) - Get Report

.

More important, perhaps, is the notion that when

Apple

(AAPL) - Get Report

reinvents the cell phone, it will be in charge of a lot of the cell-phone real estate. I think that will be another nail in Mot's coffin and a further blow against Nokia.

This industry is undergoing rapid and negative change. It is getting gas bad as the PC business.

I think it should be avoided, except for Apple.

Random musings:

I've mentioned the crack spread gains a lot lately, and. James Altucher's come up with a

portfolio to accent it on Stockpickr, focused on the pure-play refineries that tend to go up the most when the spread widens between natural gas and crude.

At the time of publication, Cramer had no positions in any of the stocks mentioned in this post.

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