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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday January 29.

CEO Interview T.J. Rodgers : Cypress Semiconductors (NASDAQ:CY), Apple (NASDAQ:AAPL)

Touch-screen technology is going to move beyond Apple's (AAPL) devices and become all the rage in tech. "It's been a wild ride," says T.J. Rodgers. Even though Apple manufactures its own chips, other companies will want to follow Apple's lead. Cypress Semiconductor's (CY) programmable chips allow versatility, and the company has already booked three quarters of its sales for the quarter in advance. Rodgers said his company can be competitive against China with a leaner, better-educated workforce. Cramer said even though the stock is up 150%, it still has further to run.

Art Technology Group (ARTG), Amazon (NASDAQ:AMZN), WalMart (NYSE:WMT), IBM (NYSE:IBM)

Art Technology (ARTG) is a $4.53 speculative play on e-commerce which is still a growing market, as demonstrated by Amazon's (AMZN) earnings and Wal-Mart's (WMT) foray into selling online. Art Technology makes software that allows merchants to use social networking sites and mobile devices to market their products. Art Technology was in the triple digits before the dot.com boom went bust, and has 900 customers who are among the most recognizable names in retail. The company has a solid revenue base with 68% recurring, but Cramer thinks that number could increase to 75%. It also has $74 million in cash and no debt. One downside is that IBM (IBM) is a competitor of ARTG, but the latter has scored 50% of contracts over IBM when the two were in direct competition. At a 21% growth rate, Art Technology is a cheap stock in a growing area.

Game Plan: Humana (NYSE:HUM), Exxon Mobil (NYSE:XOM), Plum Creek Timber (NYSE:PCL), Whirlpool (NYSE:WHR), Dow Chemical (NYSE:DOW), BE Aerospace (NASDAQ:BEAV), National Oilwell Varco (NYSE:NOV), International Paper (NYSE:IP), Polo Ralph Lauren (NYSE:RL), Cisco Systems (NASDAQ:CSCO), Clorox (NYSE:CLX), Kellogg (NYSE:K), Suburban Propane Partners (NYSE:SPH), Pitney Bowes (NYSE:PBI), Weyerhauser (NYSE:WY), Mastercard (NYSE:MA), Boeing (NYSE:BA)

The Dow was down 53 points on Friday and the S&P 500 dropped 1%; Cramer blamed the President's policies and China for the decline, which brought even market leaders down. Cramer thinks the President has done as much damage to financials as he can and this sector may be bottoming. Healthcare reform looks unlikely in its intended form. However, Cramer would still beware of industrials and other stocks connected with China.

On Monday, Cramer would watch Humana's (HUM) earnings, since this stock is most affected by proposed healthcare reforms, Exxon (XOM) for its statements about natural gas and Plumb Creek Timber (PCL) for information about land sales. On Tuesday, Whirlpool (WHR) should indicate whether its success in Brazil will be replicated in the U.S, Dow Chemical (DOW) should demonstrate the direction of general economic growth worldwide and BE Aerospace (BEAV) will tell investors whether Boeing (BA) is being too bullish.

On Wednesday, Cramer would pay attention to reports from National Oilwell Varco (NOV), International Paper (IP), Ralph Lauren (RL) and Cisco Systems (CSCO). On Thursday, high-dividend stocks are reporting;: Clorox (CLX), Kellogg (K), Suburban Propane (SPH), Pitney Bowes (PBI) and Mastercard (MA).On Friday, Weyerhauser (WY), which owns huge tracts of land, should give information that will be relevant to housing.

While earnings haven't made much of a dent so far this season, Cramer says investors can still glean vital information from earnings reports.

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Source: Cramer's Mad Money - Cypress Semiconductor's Wild Ride