Salesforce.com Is the Only Grower in Software

Hardly a day goes by when I am not asked whether we should be buying Microsoft (MSFT - commentary - Cramer's Take). Every time, including last night, I answer that Microsoft is nothing more than a bank.

Looks like, after this quarter, the analogy is more apt than ever!

When will people recognize that we have a no-growth industry on our hands when we talk about personal computers, yet the companies in the business still act like it is a growth annuity? When will we recognize that companies like Microsoft are just gigantic GDP plays, worldwide GDP plays, and in this case with a product people don't really care for?

At least Intel (INTC - commentary - Cramer's Take) has a hefty dividend and the superior product.

I am sure there will be people who say, "Don't worry about Microsoft. It has to come back."

I come back and say, if you want growth and you want software and you want a company that is small enough that it can grow for years with a secular growth trend and model that makes it the low-cost producer and the lowest-cost product and most importantly, a product that is loved, not hated, go buy Salesforce.com (CRM - commentary - Cramer's Take). The stock is expensive as all get-out, which is why I haven't been pushing it, but it's really the only non-GDP software company I know of.

At the time of publication, Cramer had no positions in stocks mentioned.

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Know What You Own: Other software stocks include Oracle (ORCL - commentary - Cramer's Take), SAP (SAP - commentary - Cramer's Take), Adobe Systems (ADBE - commentary - Cramer's Take) and CA (CA - commentary - Cramer's Take).

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