F5 already enjoys huge gross margins nearing 83%, thanks to its growing software segment, Cramer explained. Now that the stock has gotten cheap and is likely to get even cheaper, that makes the stock attractive for the first time in a long while. Networking equipment makers trade on their product cycles, which is why F5's revenue were down 10% last quarter -- the company is gearing up for its biggest refresh in over three years. Add this to easy comparisons and it's easy to see how F5 can beat the estimates and surprise Wall Street. F5 is also a story about timing because the company reports right at the debt ceiling debate in Washington hits later this month, he pointed out. That will likely cause the stock to go unnoticed, at least until its analyst day on Nov. 14 when, hopefully, Washington is off the front page. Given the huge amount of cash on its books, Cramer said F5 will be one stock to watch going into the end of the year.