After all, can you remember a time when you didn’t want to use your credit card to buy things online? Those days are gone. And as more and more people incorporate the Internet into all parts of their lives, Cramer said, that translates into bigger business, and higher share prices, for the Amazons , Netflixes , Akamais and F5 Networks of the world.
And Apple , too. Cramer said that in this “iPad world” the tablet computer is making consumers want to use the Web more. He expects sales of the iPad to be significant this season, with that success boosting sales of Apple’s other products as well, including Apple TV and Mac computers. Also, when companies talk at Credit Suisse’s tech conference on Tuesday, we should hear that they have been hit hard by demand for the iPad.
“People are doing Apple Christmas right now,” Cramer said.
Also in tech, Cramer sees NVIDIA as inexpensive given the strength in the semiconductor space. Just witness the strength in Cypress Semiconductor and Texas Instruments last week.
“This group doesn’t want to die.” Cramer said. “This is where you want to be.”
Cramer also cautioned investors who are rushing into Cree . The company, in part a play on the coming switch to LED light bulbs from old-fashioned incandescent bulbs, is expected to see a turn in 2011. But the “Mad Money” host urged viewers to wait for Cree to post a solid quarter before buying the stock.
“But people are believing,” Cramer said, “and they’re jumping the gun.”
Cree speaks at Credit Suisse’s tech conference on Tuesday. So investors should wait to see if the company has something positive to say.
When this story published, Cramer's charitable trust owned Apple.
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