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What's not to like for a little bit? We can still go up when earnings are good -- witness

Ariba

(ARBA)

and

Altera

(ALTR) - Get Altair Engineering Inc. Class A Report

. We like the semis -- that's getting to be a real habit with us, and we are letting our buys ride.

Just seems right, just seems right.

Finally, it is nice to see that wireless, after the

TheStreet Recommends

Motorola

(MOT)

debacle, has life.

Berko

wants to take a little off the table the next time the

NDX Comp

ramps over 100 points. Sounds good to me.

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund was long Ariba and Altera. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer's writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at

jjcletters@thestreet.com.