Jim Cramer weighed in on the general markets after the Dow opened lower Monday morning. 

"But you have a dichotomy of companies that have lowered numbers, Lumentum (LITE - Get Report) this morning, and the companies that haven't lowered numbers or the analysts haven't lowered numbers. Texas Instruments (TXN - Get Report) , Analog Devices (ADI - Get Report) , Broadcom (AVGO - Get Report) and once they have the numbers cut to equal how much Huawei is worth, then you have to wonder whether they're going to cut them again off of Apple (AAPL - Get Report) if there's something that happens at Apple. So, I mean, I'm urging people to realize what they own. It's entirely possible they own something where the numbers are too high," said Cramer. 

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