Jim Cramer's Mad Money Lightning Round Picks, 7/26/07

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Includes: AMAT, ANAD, BSC, BTUUQ, CMLS, CSCO, DELL, FDRY, HPQ, IHP, IMMR, INTC, PDE, PFE, RPM, RVBD, SGP

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday July 26. Click on a stock ticker for more analysis:

Bullish calls:

Pride International (NYSE:PDE): 'Everybody's so negative... you get a stock like PDE... PDE is a contract driller... Now, if you listened to Exxon's call today - you realize they've got to drill more. That's why PDE does well ... so let's buy it! '
Riverbed Technology (NASDAQ:RVBD)
Cisco (CSCO
Hewlett-Packard (NYSE:HPQ): 'HPQ came down today. That's a great opportunity.'
Dell (NASDAQ:DELL)
Foundry Networks (FDRY): 'Notice how FDRY didn't go down at all ... it doesn't need debt... it doesn't have to do an LBO... it doesn't need the domestic consumer. That's a good one.'
Anadigics (NASDAQ:ANAD): ' I could hold onto that. Are we being greedy? No, because it does 3G phones, it's got a good book of business.'
Applied Materials (NASDAQ:AMAT): 'Low valuation. A lot of cash. Moving into solar. A management very sharp. Probably $1 down and $3 up, which to me says buy, buy, buy!'
Schering-Plough (SGP): 'Fred Hassen's [CEO] going to do a better job for you, than the people at PFE.'

Bearish calls:

American Software (NASDAQ:AMSWA): 'You know, it's fine. It's not my favorite ... I'd rather see you in some of my technologies.'
Peabody Energy (BTU): 'I happen to think there's a core value to BTU... but we're not at it yet, so I'm going to have to tell you do not buy. Don't buy, don't buy. It's too late to sell.'
RPM International (NYSE:RPM): 'It's got that nice yield. I think it kind of does nothing. It kind of drifts down..'.
Bear Stearns (NYSE:BSC)
Immersion (NASDAQ:IMMR): 'IMMR has never made any money.'
Cumulus Media (NASDAQ:CMLS)
Intel (NASDAQ:INTC): ' I would rather see you out of INTC, and into HPQ.'
Pfizer (NYSE:PFE): 'No, PFE doesn't have it my friend. I like the drug stocks, but not that one.'
IHOP (IHP): 'You got a really good buy there, when they ended up merging with Applebee's ... but now I'm shooting it... now I want to take the gain... Sell, sell, sell!... '

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