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This column was originally published on RealMoney on Oct. 11 at 2:41 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

So now more oil money and the money from staples is going right into bedrock tech: the semiconductors. That's a group that has more buyers taking stocks up than any I know.

I think that both

AMD

(AMD) - Get Advanced Micro Devices, Inc. Report

and

Intel

(INTC) - Get Intel Corporation Report

are going to have very, very strong quarters, really strong. I also think that will reflect well on the semi equipment makers (even as I don't like them) including

Novellus

(NVLS)

,

KLA-Tencor

(KLAC) - Get KLA Corporation Report

and the big daddy,

Applied Materials

TheStreet Recommends

(AMAT) - Get Applied Materials, Inc. Report

.

This a new trend, the money coming out of the

Procter & Gambles

(PG) - Get Procter & Gamble Company Report

of the world, and that money will like big, traditional semis, like the Intels and the

Texas Instruments

(TXN) - Get Texas Instruments Incorporated Report

(even as I don't much care for Texan because I don't think the earnings will be there). That money will also trickle to the down-and-outers like

Marvell Tech

(MRVL) - Get Marvell Technology, Inc. Report

, which I have been buying for

Action Alerts PLUS.

I also think that this money will continue to go to the real pros:

Cisco

(CSCO) - Get Cisco Systems, Inc. Report

,

Microsoft

(MSFT) - Get Microsoft Corporation Report

,

Oracle

(ORCL) - Get Oracle Corporation Report

and

Hewlett-Packard

(HPQ) - Get HP Inc. Report

. I know it seems that those moves are well played out. They aren't. There is much more money coming to them.

Random musings:

This is the

Oil Service HOLDRs

(OIH) - Get VanEck Oil Services ETF Report

dive that you will have to get ready to buy. I think the options pressure will take the stocks to $115 and the crude to $56. Getting there, for sure.

At the time of publication, Cramer was long Marvell and Hewlett-Packard.

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

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