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



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

Oracle at $18 is


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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


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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


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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


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



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


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

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

Jim Cramer is a director and co-founder of He contributes daily market commentary for's sites and serves as an adviser to the company's CEO. Outside contributing columnists for and, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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