This column was originally published on RealMoney on May 15 at 11:57 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.

Here's the deal: both good and bad tech came down just as hard last week, courtesy of all of the disappointments from

Dell

(DELL) - Get Report

,

Microsoft

(MSFT) - Get Report

and

Cisco

(CSCO) - Get Report

. You can see how everything got taken down together over inventory woes and a slowing of consumer tech.

I genuinely believe that not all tech should be hit here. Tech that involves storing commercial data or a build-out of the infrastructure by telco and cable (Brian Roberts in

Barron's

type of thing), and tech that involves Brazil, Russia, India and China (BRIC) -- that's

Qualcomm

(QCOM) - Get Report

to me -- all make sense here.

I would go back over who was "better than expected" and pounce right here for first buys, and then hope they get hit again so you can buy more.

But I bet they won't.

Now is the time to strike for techs that reported great quarters. Right now.

I would include

Google

(GOOG) - Get Report

and

Yahoo!

(YHOO)

in the mix. They are clearly still best in class and most likely to surprise to the upside, along with two I have been buying but can't today and it is killing me:

Network Appliance

(NTAP) - Get Report

and

Citrix

(CTXS) - Get Report

.

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At the time of publication, Cramer was long Citix, Microsoft, Network Appliance, Qualcomm and Yahoo!.

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