Stocks discussed on the in depth session of Jim Cramer's Mad Money TV Program, . Philadelphia Semiconductor Index ( SOX ), Intel ( INTC ), Xilinx ( XLNX ), Marvell Technology Group ( MRVL ), Cypress Semiconductor ( CY ), Broadcom ( BRCM ), Avnet ( AVT ), Altera ( ALTR ), Texas Instruments ( TXN ), Cisco Systems ( CSCO ) Cramer says investors have to change the way they think about semiconductors Until recently, these stocks have been considered to be cyclical stocks, dependent on outside factors such as the health of global economies However, Cramer believes semis are a secular story and are more stable than The Street thinks