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Alcatel Lucent [ALU
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]: Sell ALU, Cramer said. Cisco Systems [CSCO
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], Tellabs [TLAB
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], Ciena [CIEN
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] or ADC Telecom [ADCT
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] all make better buys in this industry.
Novatel Wireless [NVTL
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]: While Cramer wasn’t enthusiastic about the company, he endorsed the stock. Mobile Internet is such a big trend, he said, that it would boost lesser names like Novatel.
Intuitive Surgical [ISRG
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]: Cramer is bullish on ISRG as a speculation play.
Taiwan Semiconductor [TSM
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]: Take some profits in TSM, Cramer said, and let the rest run.
Cramer’s charitable trust owns Cisco Systems and Intuitive Surgical.
Call Cramer: 1-800-743-CNBC
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