“Investors looking to make some money on the pin action of both Altera Corporation (NASDAQ:ALTR) and Marvell Technology Group Ltd. (NASDAQ:MRVL) earnings results need to consider Xilinx Inc. (NASDAQ:XLNX),” Jim Cramer said. “I still think Xilinx is a buy even though it’s flirting with its 52-week high,” Cramer said, “as I believe it has a lot more room to run.” Xilinx is up 35% since Cramer’s March 17 recommendation, and the stock is up 23% since it was added to his mobile Internet index on August 11. Cramer explained that these chipmakers are seeing more and more business due to the mobile Internet. “All-in-one smartphones aren’t a luxury anymore, they’re a necessity,” Cramer said. ” And this sea change, one on par with the adoption of the PC, is bringing in a ton of business.” Management expects to growth at around a compound annual rate of 8% and 12% over the next five years and pays a 2.4% dividend on top of it. During the company’s most recent quarter, the “mobile Internet tsunami” helped them beat earnings estimates and growth revenues by 24% sequentially. Gross margins also expanded, which means Xilinx is getting more profitable. Even better, management said on the conference call that six of its 10 secondary end markets still haven’t reached the levels where they were at in 2008, which marks their previous revenue peak. The stock trades at 14.7 times earnings with a 14% growth rate. “So if you like what Altera had to say,” Cramer said, “consider buying XLNX instead.”   Join the fastest growing community of small cap investors at Stockhideout.com