As students head back to school, they're chatting up all things Apple ( AAPL) -- iPods, iPhones and so on. And it's that buzz that makes Apple the ultimate back-to-school stock play, Jim Cramer said on a TheStreet.com TV video Tuesday.

Apple's biggest surprise in the coming quarter will be its success on the desktop, as it keeps battling for inroads against the PC. "Apple guided very low for the next quarter," Cramer said. "The stock will run up as people realize the quarter will be better than expected."

As investors catch on to Apple's strength in the desktop, it will further solidify the company's standing as one of the must-own tech stocks, Cramer said. The franchise in too many areas is just too strong, as would-be competitors fall by the wayside. "They ought to give up; Apple is too powerful," Cramer said.

That's even after Apple's encountered some turbulence with its iPhone rollout on the AT&T network, effectively shutting off half the country, which would prefer different carriers, Cramer said.
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. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his 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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