Cramer's 'Mad Money' Recap: Ramblin' ROSE

One piece of news should take Incyte higher, and there's not much downside, Cramer said, suggesting that investors wait until Thursday when it might come down a bit to pull the trigger.

Lose or Win

Google (GOOG Quote) and Microsoft (MSFT Quote) are in the midst of a bidding war for DoubleClick, and the winner of the war will be either ValueClick (VCLK Quote) or aQuantive (AQNT Quote), Cramer told his viewers.

"I believe one of these two companies will be bought by one of the losers of the auction," he said. But to understand this methodology, first people need to understand the dynamics of a bidding war, Cramer said.

In the bidding war only one -- Google or Microsoft -- will win, and one will lose, he explained. It doesn't matter which one wins and which one loses, because in either case, the loser will still want an acquisition in the space, Cramer said. "There will be a consolation prize."

Time Warner (TWX Quote) is also interested in buying ValueClick or aQuantive, and it seems that Yahoo! (YHOO Quote), which Cramer owns for his charitable trust, Action Alerts PLUS, is, too, Cramer said. There are so many potential buyers and only two targets, he said.

Furthermore, the fundamentals in both ValueClick's and aQuantive's cases are good here, Cramer said. "The stocks can hold their own if they don't get acquired." Cramer believes that they're both buys on their earnings alone.