This column was originally published on RealMoney on April 18 at 1:21 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

Real run in the complex of

Ciena

(CIEN) - Get Report

,

JDSU

(JDSU)

and

Conexant

(CNXT) - Get Report

, or just another false rally? I don't know about you, but I am taking my cue from my friend Apjit Walia, just back from Asia.

Apjit, if you don't know him, resides at RBC but is one hard-working analyst who kicks the tires where this stuff is made.

He's come back and he's telling me Conexant is alive and well, if not smoking. I continue to believe that Ciena is ripe for the picking down here. I don't understand the selloff in

Mindspeed

(MSPD)

. I believe the market is sensing that the

Bookham

(BKHM)

miss is just Bookham's.

I also believe that you have to get in

Finisar

(FNSR) - Get Report

before it goes back over $5. Talk about a perfect pullback. Don't forget JDSU -- nice note out from Citigroup on that quarter. They are talking about nice revenue and margins.

Apjit reminds me that

Marvell

(MRVL) - Get Report

and

Microchip

(MCHP) - Get Report

are still strong, and he points out that

Qualcomm

(QCOM) - Get Report

, which I own for

Action Alerts PLUS, may be the strongest of all.

This group has refueled. It is ready. This is the first day of a comeback that is very for real. Monday's

shakeout got rid of so many weak hands that we are ready to roll.

Random musings:

Of all the mineral and mining stocks out there, I believe

Alcan

(AL) - Get Report

is still the cheapest!

Please note that due to factors including low market capitalization and/or insufficient public float, we consider Mindspeed and Bookham to be small-cap stocks. You should be aware that such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information, and that postings such as this one can have an effect on their stock prices.

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At the time of publication, Cramer was long Qualcomm.

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