Upside in Tech Has Only Begun

TECHtonic Shift?

Are you poised to profit? Cramer tells you what to watch for, with Roy Vallee, Avnet chairman/CEO.

As two technology benchmarks, both the Nasdaq 100 and Philadelphia Semiconductor indices, hit fresh 52-week highs on Monday, Cramer said the move has "only just gotten started."

Tech stocks, he explained, are often thought of cyclical. In other words, they are believed to be hostage to the health of economies around the world. Lately the sector has seen secular growth, though, thanks to the mobile Internet tsunami, the need for faster Internet connections and increased demand from emerging markets. This secular growth story, Cramer said, is verified by way of strength in Avnet.

The Phoenix-based company is the world's largest distributor of electronic components and a major distributor of information-technology hardware, too. Its stock is up 22 percent since Cramer interviewed CEO Roy Vallee on Jan. 28. Avnet gave better-than-expected guidance when it last reported earnings on Oct. 28. For insight on where the company's going ahead of its analyst day on Wednesday, Cramer invited Vallee back on "Mad Money." Watch the video to see the full interview.

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