This column was originally published on RealMoney on July 22 at 11:38 a.m. EDT.

Attention killer product developers: Can you please give us a one-pound product the size of a piece of paper that can run for 10 hours, access email, send movies and songs, make our calls and do everything else so I can throw away these other three devices and stop lugging everything, including spare batteries and power cords? Can you give me that so I can be online constantly, watch television and movies and have a terrific time to boot?

This is where we are going. It's why I believe that

Broadcom

(BRCM)

,

SanDisk

(SNDK)

,

Marvell

(MRVL) - Get Report

and

Seagate

(STX) - Get Report

are buys -- they'd all play a role.

It's why

Intel

(INTC) - Get Report

and

Dell

(DELL) - Get Report

work, 'cause it will be Intel chips and Dell PCs.

It's why that darned

Sociedad Quimica

(SQM) - Get Report

keeps going up, because of the huge lithium shortage. Can you imagine being the only large supplier of lithium? What a business! That's the key to the long-term battery life.

I don't believe that we even know yet how exciting this

product cycle is. Sure, we get insights when we fool around with the V Cast phones from

Motorola

(MOT)

. We will get some sense when we see, next Tuesday, the

Research In Motion

(RIMM)

killer from Motorola. And we know that

Yahoo!

(YHOO)

and

Google

(GOOG) - Get Report

will play big roles.

But the stocks are still selling every day as if this must come to an end, that

this rally in tech is ephemeral because nobody really believes in any of this stuff.

To me, it feels just like

Corning

(GLW) - Get Report

at $2 a few years ago. That company made $50,000 LCD screens. Who will pay for that?

Now they cost a tenth of that and the answer is everybody.

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You need to be thinking about this revolution. You need to be thinking about your ownership of it. You can't be shaken out by a

Nokia

(NOK) - Get Report

call or by a Google caution comment. You can't be thinking, "OK, how about

Applied Materials

(AMAT) - Get Report

, because that always used to work." You can't sneer at these stocks because they don't go up every day; they shouldn't.

But these product cycles are myriad and investible from the hardware infrastructure and accessory side. The sooner you stop trading them and start owning them, the better.

P.S. from TheStreet.com Editor-in-Chief, Dave Morrow:

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At the time of publication, Cramer was long Intel, Motorola and Yahoo!.

James J. 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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