Cramer was bullish on MEMC Electronic Materials (WFR), Cypress Semi (CY), and Evergreen Solar (ESLR) as plays on polysilcon shortage. Cramer believes the downside is priced into WFR. Cramer expects Cypress to spin off its Sun Power solar business in the next two to three months. However, Sun Power is a high-risk, high-return situation, he said. Cramer made a comment that ESLR is growing faster then Google (GOOG) and it deserves a higher multiple. Cramer believes that Evergreen’s stock could double. However, he cautioned that Evergreen’s stock is very volatile and that it could take a beating when it announces quarterly results Friday even if the numbers are good. Cramer was asked about the PowerShares WilderHill Clean Energy (PBW) exchange-traded fund. Cramer is not a fan because the ETF’s largest holding is Capstone Turbine (CPST).