Western Digital : “Finally some of these big storage plays for PCs are coming in,” Cramer said, partly because Apple is down.
Marvell Technology : Marvell had a great quarter, but the stock is down a bit in Tuesday trading. That’s because the stock has had “a monster run,” Cramer said.
Seagate Technology : STX is in the same group as Western Digital, though Seagate was not down as much. Cramer said he thinks Seagate “has more momentum than” WDC.
Cisco Systems : Cisco is “stuck, just stuck here,” Cramer said, even though he thinks “the quarter’s going to be monster.”
Apple : Apple is “still dropping,” Cramer said.
Baidu.com : “No thanks,” Cramer said of BIDU. The stock is “up too much.”
Brocade : Brocade has “screwed up” a lot in this period, Cramer said.
Amazon.com : “Amazon can’t get any traction whatsoever,” Cramer said. “That stock does feel like it’s going to $110.”
Gilead Sciences : GILD is down, but that’s after a big ramp in share price on Monday. “I think the profit-taking’s reasonable,” Cramer said.
Joy Global : Cramer called JOYG “the ultimate China play,” but said that “people seem to be a little bit antsy” about the stock.
Microsoft : There are “pretty good numbers coming up” for MSFT, Cramer said.
SanDisk : SNDK is “giving back the $2 it made the other day,” Cramer said.
Cramer's charitable trust owns Apple, Cisco Systems and Gilead Sciences.
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