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Cramer's 'Mad Money' Recap: The Clear Value of Mixed Data

Cramer said that he's a believer in BP, both the company and its ability to rein in the fraudulent litigation.

Lightning Round

In the Lightning Round, Cramer was bullish on Sprint (S), Cree (CREE), Opko Health (OPK), Zynga (ZNGA), Sirius XM Radio (SIRI), First Solar (FSLR), Synovus Financial (SNV) and SanDisk (SNDK).

Cramer was bearish on Rackspace Hosting (RAX), Revolution Lighting Technologies (RVLT) and JinkoSolar (JKS).

Executive Decision: Bill McDermott

In a third "Executive Decision" segment, Cramer spoke with Bill McDermott, co-CEO of SAP (SAP - Get Report), the cloud computing player that's been down on its luck. Shares have slid 8% for the year as the company reported a weaker-than-expected quarter.

McDermott said every company will eventually need cloud computing because it provides the most innovation at the lowest possible cost. That said, he noted that companies offering cloud solutions can still have good margins but being in the cloud usually means different revenue recognition models that can disrupt normal flows. SAP remains committed to the promise of moving entire companies to the cloud, McDermott said.

When asked about weakness in the Asia-Pacific region, McDermott said that slow growth in China did spill over to Australia and Japan, but many orders were just postponed and not cancelled. He predicted that in six months the region would be back to the levels SAP was expecting. In Europe, McDermott was also positive, saying southern Europe is growing well and even Germany was able to post a gain for the quarter.

All of these factors led to SAP being able to reiterate its full-year guidance, which is why Cramer remains bullish on the company.

No Huddle Offense

In his "No Huddle Offense" segment, Cramer asked the question, "How did so many tech companies not see mobile and cloud coming?"

He said it was clear on their conference calls that many tech firms, from Intel (INTC) to Yahoo! (YHOO) to Oracle (ORCL), were caught totally off-guard by these emerging tech trends, while others like SanDisk and Xilinx (XLNX) are flourishing from them.

Cramer said it's sad that a great company like Intel ceded the Internet revolution to Cisco (CSCO) and now cedes mobile to Qualcomm (QCOM). Meanwhile, Oracle struggles to sell legacy software to the enterprise against (CRM), which was built from the ground up to be a next-generation platform.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

-- Written by Scott Rutt in Washington, D.C.

To email Scott about this article, click here: Scott Rutt

Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC
At the time of publication, Cramer's Action Alerts PLUS had a position in CSCO and JOY.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for, Inc., and CNBC, and a director and co-founder of All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of or its affiliates, or CNBC, NBC Universal or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.
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