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The Phantom War Between Google and Apple

NEW YORK (TheStreet) -- "Don't listen to the media. There is no war between Apple (AAPL Quote) and Google (GOOG Quote)," Jim Cramer told the viewers of his "Mad Money" TV show Thursday.

He said while the media portrays the smartphone wars as if only one company can survive, nothing could be farther from the truth.

Cramer said despite what the alarmists in the media proclaim, the smartphone market is not a zero-sum game. With smart phones only accounting for a paltry 15% of total handset sales, Cramer said there's plenty of room for both Google and Apple, a stock which he owns for his charitable trust, Action Alerts PLUS, to grow, and to grow significantly. "This is not a war," he said.

Recent research indicates Apple is poised to sell up to 36 million of its popular iPhone, a 40% jump from its 2009 levels. Cramer said these estimates don't account for the possibility of the iPhone moving to different carriers, nor the possibility of new models being introduced mid-year. He maintained his $300 price target on the stock.

He said Google is still a search story, not a phone story. He said the Internet search giant maintains a 70% market share worldwide, and as the global economy recovers, Google's coffers will be filling up handsomely. Cramer reiterated his $750 price target on Google.

Cramer introduced the next installment in his "Big 10" investment themes for 2010 by highlighting the smart phone revolution, or "mobile Internet tsunami" as he likes to call it. Cramer said the move to smart cell phones is the biggest product cycle he's ever seen, bigger than the PC in the '80s and the Internet in the '90s.

Cramer said though Apple and Google remain his favorites in the group, he fleshed out over a dozen other tech names that play into his tsunami thesis. Cramer started with the shortage of bandwidth in America, which led him to cell tower companies like Crown Castle (CCI Quote), American Tower (AMT Quote) and SBA Communications (SBAC Quote).

Cramer said he's also bullish on component maker Skyworks Solutions (SWKS Quote), as well as semiconductor makers Altera (ALTR Quote), Cypress Semiconductor (CY Quote) and Xilinx (XLNX Quote).

Next on the list, Cramer gave the nod to some old line tech names, mainly Amazon.com (AMZN Quote), Cisco (CSCO Quote), an Action Alerts Plus name, and game maker Electronic Arts (ERTS Quote).

Rounding out the list, Cramer said he liked chipmaker Qualcomm (QCOM Quote), another Action Alerts Plus name, and reiterated his buy on Intel (INTC Quote), another Action Alerts Plus stock.