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Tech's Fall Run Begins Early

By Jim Cramer

About this article:
Tech's blooming. It is anticipating the annual fall run -- just as predictable as the big salmon runs -- and people are jumping on some old stalwarts: Cisco , Dell , Hewlett-Packard , Microsoft and Intel . These stocks all have somewhat compelling stories, and I agree with the buying. Cisco just reported, and simply by not blowing up and keeping the bar steady, the stock has legs. It should remain that way into the fall, particularly because Cisco made it clear that financial enterprise spending is coming back. That in itself is kind of stupefying, but you suspend your critical faculties when it comes to tech going into the fall. Microsoft has put Yahoo! behind it and is buying stock back like the old days, making people feel darned good about it. Intel, Dell and Hewlett-Packard are all of a piece. Intel's winning...

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