This column was originally published on RealMoney on Sept. 11 at 2:35 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

We couldn't give tech away five weeks ago. Now we don't care what tech we buy. While the news backdrop of

Broadcom

(BRCM)

and

Dell

(DELL) - Get Report

is horrible, traders are, instead, dreaming up scenarios where their stock gets

hit by a bid like

Freescale

(FSL)

.

I understand this move. It is based on the fact that these stocks actually got cheap.

Take

Google

(GOOG) - Get Report

, for example. Now, Google is growing at 34%. It was selling at twice that growth rate six months ago. But in September, we care about 2007, and lo and behold, Google now trades at 38 times earnings. That makes it

cheap

relative to its growth.

I don't expect a lot of takeovers. I do expect some. I don't expect a lot of upside surprises. I do expect some.

But what I most expect is that the money is going to

keep pouring in. And the prices will go higher.

Random musings:

I know infrastructure is hated, but can you really not buy a company after it lands its biggest contract ever? If the stock is

URS

(URS)

, alas, the answer is

yes!

At the time of publication, Cramer was long URS.

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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