Pleasantly Shocking Team-Up; Best Background for Stocks: Jim Cramer's Best Blogs

NEW YORK (TheStreet) -- Jim Cramer fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:

  • The Microsoft-Salesforce partnership, and
  • The benefits of a good, not booming, economy.

Click here for information on RealMoney, where you can see all the blogs, including Jim Cramer's -- and reader comments -- in real time.


A Pleasantly Shocking Team-Up

Posted at 11:44 a.m. EST on Friday, May 30, 2014

Old tech vs. new tech? Which will win out in this titanic struggle as we head into the final month of a new quarter?

Many individuals who are new to the market may not understand that portfolio managers look at huge­ technology through a bifurcated prism. On the one hand, there are the companies they grew up with -- Intel  (INTC), Microsoft  (MSFT), Micron  (MU), Oracle (ORCL), Seagate  (STX), Western Digital  (WDC), Texas Instruments  (TXN) andHewlett-Packard  (HPQ), IBM  (IBM) and, of course, Apple  (AAPL).

Then there are all of the companies that have sprung up in what some consider Internet 2.0, but which I believe just represent new-wave technology -- companies that recognize that the future lies in your handheld and all that can be accomplished on it. Many of these companies go by the rubric of software-as-a-service, and among these are such names as Concur Technologies  (CNQR), Workday  (WDAY) and Salesforce.com  (CRM). Others are e-commerce-enabled companies, like Yelp  (YELP) or Zillow  (Z). Still others, like Tableau  (DATA) and Splunk  (SPLK), analyze big data.

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