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Stocks discussed on Jim Cramer's Stop Trading! TV Program, Wednesday February 2.

Wal-Mart (WMT), Verizon (VZ), F5 Networks (FFIV), Salesforce.com (CRM), MEMC Electronics (WFR), Broadcom (BRCM), Arm Holdings (ARMH)

Just when companies like Wal-Mart (WMT) and Verizon (VZ) are starting to get some traction, stocks were flat, in Wal-Mart's case, because of a downgrade. Cramer said about Verizon, "With the iPhone coming, you'd think there would be more pizazz." Cloud computing is back, with companies talking about data centers. Salesforce.com (CRM) is "up big" and F5 Networks (FFIV) is going up to where it was before it was taken down by its merely in-line quarter. F5 is an "extremely positive situation," said Cramer. " They are down 30 points, what happens if they say anything good?"

Many other tech stocks, aside from MEMC Electronics (WFR), which has a new solar contract and Arm Holdings (ARMH) are being brought down by Broadcom's (BRCM) talk of seasonality. Cramer notes that Egypt doesn't seem to be affecting stocks very much. Even as the revolt becomes more violent, oil is not rising in price, and oil is the ultimate tell. Meanwhile, casinos and agriculture stocks are "on fire."

Cramer thinks the big overseas story is that Europe is strong and "Spain didn't collapse...now it is a non-crisis."

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Source: Cramer's Stop Trading! F5 Networks' Extremely Positive Situation (2/2/11)