A lot of people are leaning into tech when they should be leaning out of the sector, Jim Cramer said on TheStreet.com TV's Wall St. Confidential video Wednesday. Case in point: Rackable Systems ( RACK) and others that are suffering from the seasonality of tech. Although Cramer doesn't believe that the stock's component shortage is a big deal, he told Wall St. Confidential host Aaron Task that its "intense competition" is a red flag. However, the most important thing here, Cramer said, is that Rackable is signaling that investors have to make some sales in tech now. "The accentuated decline in Rackable has much more to do with seasonality than with weakness in its business," Cramer said. Regarding Intel ( INTC), Cramer said that investors need to understand that the stock trades off of gross margins. Intel has a new chip coming out, and Cramer believes that the chip won't get to a 90% to 95% acceptance rate until next year, when Intel has finished making its initial mistakes with the new product run. So gross margins will not increase for the time being, and Intel "cannot be owned," he said. However, Cramer reassured viewers that news from Rackable and Intel doesn't change his bigger-picture thesis that tech should outperform in 2007. "Where we are right now in the calendar has been traditionally when people begin to pare back tech," Cramer said.