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This market may be cheaper than it looks, especially if companies can keep delivering on the earnings front, says Jim Cramer.
Jim Cramer is bullish on Incyte, Skyworks Solutions, Western Digital, Constellation Brands and more.
The second biggest supplier in Flash Memory might be in the hands of another company.
Financially-troubled Toshiba is now thinking about an outright sale of its chip unit, rather than just a 20% stake. Debt-laden Western Digital might be hard-pressed to afford that.