1. Cramer cited the trade paper "DRAM Exchange Bulletin," which said that DRAM memory chips are likely to be in short supply next year.
2. New research shows that business at EMC (EMC Quote) is getting stronger by the week.
3. Micron Technology (MU Quote) confirmed on its earnings calls just last night that DRAM prices are up 25% due to strong demand.
4. Jabil Circuit (JBL Quote) is also seeing strength across the board with its big clients like Cisco (CSCO Quote) and Nokia (NOK Quote).
5. Little-known Arrow Electronics (ARW Quote) indicated it sees strength in North America, Europe and Asia across its 130,000 customers.
6. Avnet (AVT Quote) said its seeing accelerating growth going into the first quarter.
7. The CEO of ON Semiconductor (ONNN Quote) said on "Mad Money" that he too is bullish on 2010.
8. Auto electronics maker Infineon has confirmed strength in the auto markets.
9. Research on memory chip maker Sandisk (SNDK Quote) says that company's factories are running at full capacity, something unheard of after the holiday season.
10. Cramer said strong earnings continued from companies like Texas Instruments (TXN Quote) and Xilink (XLNX Quote).
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