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Pulled Back Into Tech

Cramer just can't stay away from the sector in this upgrade lovefest.
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Another county heard from. My trading desk wants to play in tech. The mammoth Dell (DELL) - Get Dell Technologies Inc. Class C Report upgrades have forced us to start a small Dell position. I am out there buying the banks and other stuff -- get this, the drugs -- ahead of what I think simply will be a bash-tobacco-not-drugs State of the Union address. Fannie Maeundefined, how do you do? Haven't seen you in years.

Join the discussion on


Message Boards. But the traders want some


(CSCO) - Get Cisco Systems Inc. Report

and some



now. We are building


(NOK) - Get Nokia Corporation Sponsored American Depositary Shares Report

back. Oh, heck, next we are probably going to buy



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. Even as I write, our Dell position is growing. Everybody is so happy that Dell has finally lowered the bar that we are getting an upgrade lovefest.

Oh no, Jeff, say it ain't so.

Even Berko wants to buy Dell.

Every time I try to stay away from tech, it pulls me right back in.

Random musings:

Oh my!! Bank error in our favor. We weren't able to sell all of our


(CNXT) - Get VanEck Vectors ChinaAMC SME-ChiNext ETF Report

last night. We are still long a little bit!! I was a good boy -- I went to Dinosaur night at my daughter's kindergarten class and didn't think about the Conexant miss (

added to the


and all).

And we got rewarded.

James J. Cramer is manager of a hedge fund and co-founder of At time of publication, his fund was long Dell, Nokia, Hewlett-Packard, Fannie Mae and Conexant. 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