Jim Cramer's Wall Street Confidential Picks, Jan. 25

Recap of Jim Cramer’s comments on Wall Street Confidential, Thursday January 25. Click on a stock ticker for more analysis:

Nokia (NOK), Motorola (MOT), Qualcomm (QCOM), eBay (EBAY), Microsoft (MSFT), Apple (AAPL), Cisco (CSCO), Google (GOOG) and Hewlett-Packard (HPQ)

Cramer states that tech stocks are up only because of low expectations, noting that Motorla's bad earnings calls brought low hopes for Nokia, that QCOM lowered its expectaions and that the media was predicting a lackluster quarter for eBay."These are all lowered-bar beats, which is often what you want for a pop, but not what you want for a month from now," Cramer commented, adding that QCOM's rally is only worth 2 or 3 points, and is a selling story. However, he does like MSFT, AAPL, CSCO, GOOG and HPQ, adding that all other tech stocks should be sold on an increase.

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