Cramer's Stop Trading! Who Really Benefits From Droid? (9/17/10)

by: Miriam Metzinger

Stocks discussed on Jim Cramer's Stop Trading! TV Segment, Friday September 17.

Google (NASDAQ:GOOG), Qualcomm (NASDAQ:QCOM), Skyworks (NASDAQ:SWKS), CenturyLink (NYSE:CTL), Ethan Allen (NYSE:ETH), Pier 1 Imports (NYSE:PIR).

While Google's (GOOG) smart phone is selling very well, Qualcomm (QCOM) and not Google is the main beneficiary. Why? Google's open source operating system is to blame. Google's main source of revenue is advertising rather than charging fees for services.

There is talk that Skyworks Solutions (SWKS) will raise guidance at its September 21 analysts meeting. Even though the stock is "through the roof" it is not so expensive, since it is “the best ancillary play out there.”

CenturyLink (CTL) is no longer an ignored stock thanks to its healthy dividend, which compensates for slow growth up to now.

While no one seems to believe in Ethan Allen (ETH), there was significant negativity about Pier 1 Imports (PIR) 18 months ago. Cramer thinks Ethan Allen is set for a turnaround.


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