Jim Cramer's Mad Money Lightning Round Picks 8/03

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday August 3. Click on a stock ticker for more analysis:

Bullish calls:

Brocade Communications (BRCD)
General Dynamics (GD)
Qualcomm (QCOM): 'I'd rather see in you QCOM (than Cisco).'
BellSouth (BLS):'AT&T is the new winner, and BellSouth is part of it.'
MedcoHealth Solutions (MHS): "One of the best-run wholesale pharmaceutical companies."
Allstate (ALL): 'If you're going to own insurance, I'm going to send you to Allstate.'
Advanced Micro Devices (AMD): 'When that deal closes, you're gonna have to load the boat up.'
Immucor (BLUD)
MetLife (MET)
Walter Industries (WLT)

Bearish calls:

Nektar Therapeutics (NKTR): 'Have to wait until you get closer to the launch of Exubera.'
Evergreen Solar (ESLR): 'These stocks are really part of a speculative cohort ... which is dead ever since May 11, when Ben Bernanke decided no more speculation.'
Activision (ATVI): 'A second-rate, if not poor man's, Electronic Arts.'
Wal-Mart Stores (WMT)
3L Communications (LLL): 'I think you should move on. I think you should stay away from that.'
Texas Roadhouse (TXRH): 'Don'tBuyDon'tBuy. I misjudged this model.'
Chipotle Mexican Grill (CMG): 'I think Chipotle is stalled.'
Cisco Systems (CSCO): 'Completely flat-lined. ... I'd rather see you in so many other tech stocks.'
Sprint Nextel (S)
Meadowbrook Insurance (MIG)
Prudential (PRU):

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