Cramer's 'Mad Money' Recap: Given Imaging's Inside View

The Next aQuantive

The next Internet-related advertising company that could get bought out is Omniture (OMTR), Cramer told viewers.

Interestingly, the company recently had a secondary offering, in which it sold over 8 million shares at $18 and change. If Omniture can sell this amount of stock at $18, "no amount of stupid sellers can knock this thing down," Cramer said. "There's too much demand."

In addition, the company has a "great niche," he said. It makes the software that lets companies know what people are watching on the Internet. It measures trends and customer behavior on the Web.

"With Omniture, you can tell advertisers what is hot at the exact moment," Cramer said.

If he were in charge of Google (GOOG), Microsoft (MSFT) or Yahoo! (YHOO), which he owns for his charitable trust, Action Alerts PLUS, Cramer said he would have bought Omniture yesterday.

Using comparative analysis, Cramer said that if Omniture's earnings are valued the same as Microsoft valued aQuantive's (AQNT) earnings when it purchased the company for $16 billion, Omniture is a $35 stock. Omniture closed at $20.66 Friday.

However, Cramer said he's recommending Omniture here on Speculation Friday not because of its margins but because it's a likely takeover candidate.

Game Plan

Cramer urged people not to worry about the two hedge funds that recently imploded at Bear Stearns (BSC).