NEW YORK (
TheStreet) -- After cyber attacks on
New York Times and
Huffington Post, how do you play defense?
TheStreet's Jim Cramer told Debra Borchardt his choice is
(FTNT - Get Report), a company that tries to prevent such attacks from happening to companies using its service.
(HPQ) CEO Meg Whitman and
(CSCO) CEO John Chambers have both said customers want security on their Internet network and hardware to protect against cyber attacks, Cramer noted.
Acquisitions have continued to depopulate the playing field in the Internet protection sector. Cramer noted HP's acquisition of ArcSight, and suggested Fortinet could be bought by a bigger company at some point.
While orders have been "lumpy," Cramer concluded investors should go with Fortinet if they want exposure to this industry.