This column was originally published on RealMoney on Jan. 20 at 11:03 a.m. EST. It's being republished as a bonus for TheStreet.com readers.
We are in the lowering-the-bar stage for tech, where the companies are making sure that the rest of the year will get beaten. That means pain before gain, but gain there will be.
I know that it is awful to sit here and hear about how tough 2006 is going to be in tech, but wouldn't you rather wrench all the expectations
and get it over with so we can party on down for the next phase of the gadget rally? Other than the guidedowns in PCs, I believe those related to the Web and broadband are more "lowered bar" than actuality.
In fact, I believe that the build that is coming, particularly the build for PlayStation and Nintendo, which is going to be huge in light of the demand for Xbox 360, could propel the
faction of tech even higher than it has been.
Meanwhile, let the
world cool for a bit, take in some
on the guidedown and get ready to buy some cell-phone stuff that has been brought down by set-top box worries at
. I know, that sounds stupid even to write, but it is true -- it was set-top box weakness that caused
Motorola's problems, not handsets.
You've heard me talk about -- and to, on the
radio -- Michael "Diablo" Comeau and Stocks Under $10's Will Gabrielski. Now you can get even more of their great ideas. They're helping you screen out the fake-outs and find winners before everyone else does with TheStreet.com Breakout Stocks.
Click here to take a free trial of this fantastic new service.
At the time of publication, Cramer was long Yahoo! and Motorola.
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
ActionAlertsPLUS. Listen to Cramer's RealMoney Radio show on your computer; just click
here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click
here to order Cramer's latest 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
TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.