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Names to Watch in Tech's Next Move

By Jim Cramer

 About this article:
 Underneath this horrid action, I am wondering if there is a switch in tech happening. We started this tech rally -- which now has been moribund for eight sessions -- with a big surge in semiconductors, which was more of just an inventory rebuild, which seems to have reached its apex. I think we saw, for example, Taiwan Semi have a huge move, and that was mucho de-stocking. It was also, and this continues, the Chinese demand, which remains very strong. (Shanghai continues to ramp, reaching high levels not seen since August. China is not only alive and well, it is getting hotter. Apple works there, with the iPhone coming, and so does Starent, as STAR is moving aggressively into the Chinese cell-phone business.) Now I think we are advancing to tech spending related to telecom. When I see this Verizon sale of lines for...

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