This column was originally published on RealMoney on April 13 at 2:35 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.
Hard to keep a couple of stocks down:
. These two have real visibility, lots of new products and are integral to the next generation of software and storage. I typically don't like to buy the real highfliers because they tend to be really expensive vs. their growth rates, but these have some genuine multi-year positives going for them.
If you have ever used any of Citrix's products -- I've used its remote-access product for radio for years -- you know you have a gem on your hands. I got caught up in this stock in the 1990s when
was supposed to have a competitive product. I rode it all the way down, buying on the way down and when I got back to even I blew it out; I had had enough. Stupid; Mister Softee never challenged Citrix, and I believe the franchise is now unassailable.
Network Appliance is strictly
best-of-breed storage software. I haven't cottoned to this group in ages, in part because of the
slide and how hideous that was and in part because
have bulked up in this area and it has done nothing for them. Not so Network Appliance, which I own for
Action Alerts PLUS.
Watching these two stocks bump up against their 52-week highs after a quick pit stop a point or two below, I have to believe it's a pretty strong statement of what's going to work and work big during the next big tech rally.
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At the time of publication, Cramer was long Network Appliance and Microsoft.
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