Corning Calling

Corning ( GLW) makes the screens for big-screen TVs, and Cramer said this market is growing in leaps and bounds. (Corning was this week's "Cramer on Demand," the winning stock as voted on by TheStreet.com readers. You can vote on a stock for Cramer to discuss next week in our poll at the end of this story.)

The stock is up 151% year to date, and if he had owned the stock since last year he said he would be taking some off the table. But if it pulls back to $15, he said he would be a buyer.

He told a caller that he still likes Sotheby's ( BID) because collectables are in, and Sotheby's is the way to play this trend.

The stock has been in the doldrums since 2000, and is now back to where it was seven years ago, he said. Cramer believes that Sotheby's will get a bump higher after the big spring art auctions that are coming up.

He said he would be a buyer ahead of these auctions.

Gold and silver are "hot and will stay hot," even after taking out 25-year highs, Cramer said. He added industries are finding uses for silver, and we're running out of gold.

In this space, he likes Goldcorp ( GG) and Crystallex International ( KRY).

Finally, he told a caller that he likes Cisco ( CSCO), which is up 27% year to date, because it is levered to VoIP, networking, "computers talking to each other," and sending data, voice and video to consumers.

But compared to where it was in 2000, he said, the stock "has been a dog."

He thinks Cisco is a decent pick, but he also recommends a basket of contract suppliers that work with Cisco and its competitor Tellabs ( TLAB).

These stocks are Finisar ( FNSR), JDS Uniphase ( JDSU), MRV Communications ( MRVC), Broadcom ( BRCM), Conexant ( CNXT), Avanex ( AVNX), Ciena ( CIEN) and Mindspeed Technologies ( MSPD).


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Here's your chance to pick the stock you'd like me to feature on my radio show April 6:
Level 3
Mindspeed
Sun Micro
Oplink
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REMEMBER to listen in on Thursday for my take on the stock that wins this poll!
At the time of publication, Cramer was long Commerce Bancorp, Microsoft and Qualcomm.

Jim 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 Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

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