This column was originally published on RealMoney on Sept. 20 at 7:43 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.

So

Oracle

(ORCL) - Get Report

worked -- and worked large. Now what to do? Stay long Oracle, that's what.

Oracle at $18 is

Cisco

(CSCO) - Get Report

at $20. It has room to roam higher because people don't own enough software. Heck, they don't own any software, unless they stuck with

Microsoft

(MSFT) - Get Report

through the "When is Vista going to ship?" nightmare.

Oracle's acquisition spree worked. It managed to keep that business. It also managed to smoke

SAP

(SAP) - Get Report

.

But more important, the trade worked because everyone was so negative. I knew I had a winner when I woke up and heard two talking heads on two different networks saying, "Oracle won't do the 16 cents."

When you build in a downside surprise, you almost always catch an upside one!

Now, of course, we will get the big

NDX

short squeeze rally that will power us out of this range as everyone foolishly extrapolated the endlessly downbeat Sue Decker from

Yahoo!

(YHOO)

to all ends of the universe.

Here's what I think about Yahoo!: If it screws up one more quarter, Semel is out. And if it doesn't, you have a $35 stock. I like that risk/reward... Oh, and I like

Google

(GOOG) - Get Report

above all, which didn't and isn't screwing up at all.

At the time of publication, Cramer was long Yahoo!.

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