Qihoo 360 Technology : There are a lot of Chinese companies doing better, said Jim Cramer. I believe China is making a major turn but I'd play that thesis with the FXI.
Applied Micro Circuits : The stock is at the mercy of the big buyers of its technology, said Cramer. I'd stay away.
Chimera Investment : It's a company that's hard to understand, said Cramer. I regard it as an unfathomable piece of paper. Don't buy.
Cisco Systems : The quarter was terrific, said Cramer. I'd rotate out of Hewlett Packard and into Cisco.
Plains All American : This is precisely the kind of stock I like, said Cramer. They have a great product portfolio and it's a growth company.
Intel : I could never tell anyone to sell Intel, but I don't see any reason to buy it, said Cramer.
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