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NEW YORK (

TheStreet

) -- Pay attention to the semiconductor and auto sectors, Jim Cramer advised Thursday afternoon during

CNBC's

"Stop Trading" segment.

In the semiconductor sector, Cramer eyes

Linear Technology

(LLTC)

. The chip maker posted a lower first-quarter profit earlier this week, but it also said that orders picked up during the second half of the quarter.

There is also demand in the pipeline for autos, Cramer said. And while most investors believe the uptick in auto sales earlier this fall was solely from the Cash for Clunkers program, Cramer said it wasn't just a one-time boost.

TheStreet Recommends

In terms of a specific play, Cramer recommends

PPG Industries

(PPG) - Get PPG Industries, Inc. Report

, the maker of protective and decorative coatings for automobiles.

On Thursday, that company reported a 36% surge in third-quarter earnings and said that automotive production will remain at least at third-quarter levels, if not higher.

-- Reported by Jeanine Poggi in New York

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