Semiconductor stocks are a bad bet at the moment, Jim Cramer said on

CNBC's

"Stop Trading!" Friday.

A good quarter from

Texas Instruments

(TXN) - Get Report

"doesn't matter" because "people want out of this group in the summer."

"Tech is what's ailing this market," Cramer said. "They want so badly to get into

Intel

(INTC) - Get Report

,

Oracle

(ORCL) - Get Report

and

EMC

(EMC)

, and it's unrequited love."

Cramer was more bullish on

Comcast

(CMCSA) - Get Report

,

News Corp.

(NWS) - Get Report

and

CBS

(CBS) - Get Report

.

Comcast is emerging as "the new Nasdaq leader" after turning in a great quarter and highlighting the "triple play" of voice, data and video. "It's what the Street wanted and has really turned the tide in favor of cable," Cramer said.

Other Nasdaq leaders could be

Starbucks

(SBUX) - Get Report

and

Whole Foods

(WFMI)

, where earnings multiples that approach 50 "haven't been broken."

Elsewhere, a bullish analyst note Friday from Bear Stearns on

Coca-Cola

(KO) - Get Report

was a snoozer. "Analysts repeatedly try to get behind Coca-Cola as a changed story," Cramer said, while the "stock is just flatlining." Try

PepsiCo

(PEP) - Get Report

instead.

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

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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