Buy Seagate ( STX) and Hewlett-Packard ( HPQ) to cash in on the consumer stampede into Microsoft's ( MSFT) Vista operating system, Jim Cramer said Wednesday on CNBC's "Stop Trading!" segment.

Cramer said tech is getting hammered Wednesday in large part because of a sweeping downgrade from Goldman Sachs. But Cramer said that this year, unlike most, there is a driver for tech stocks in general and PC stocks in particular as the new year opens: the huge Vista rollout.

"There's plenty of reasons to own PC stocks," Cramer said, adding that the Vista upgrade cycle will be sufficient to support even recent industry laggard Dell ( DELL). "PCs will be in everybody's face the next three weeks."

Cramer said sales of Vista-equipped PCs will bolster H-P and that Seagate will be the "primo beneficiary of the need for Vista memory."

Cramer also named three nontech stocks he likes right now: Polo Ralph Lauren ( RL) for its "bulletproof" apparel brand, Fortune Brands ( FO) for its mix of liquor and home-improvement properties and Johnson Controls ( JCI) for its controls business.

At the time of publication, Cramer was long Hewlett and Seagate.

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