SanDisk : Cramer is bullish on SNDK.
Mosaic : Take profits on MOS and switch into DuPont for its 4% dividend yield, Cramer said.
RF Micro Devices : Cramer likes this semiconductor company, as well as Xilinx , Cypress Semi , Skyworks Solutions and TriQuint .
Standard Pacific : SPF is a buy. “That was a good quarter,” Cramer said of the company’s most recent earnings report.
Discovery Communications : “This is a winning stock,” Cramer said.
Polo Ralph Lauren : Don’t buy RL, Cramer said. He wanted investors to wait for a pullback before buying.
Palm :Apple’s too strong a competitor, Cramer said. He’d rather see investors in AAPL.
Cramer’s charitable trust owns Apple.
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