TheStreet's Jim Cramer mused about other prospective targets in the tech industry while at the New York Stock Exchange Monday, mentioning a handful of companies that could be on the radar.
One possibility is Yelp (YELP) , though Cramer's not sold.
"Yelp is always at the whim of the Google algorithm," he said. "I was googling 'best diners' on the Long Island Expressway out to the Hamptons this weekend, and I kept getting directed to Yelp. And Yelp is just advertiser-supported, it's absolutely no good until you Google 'diner off exit 52,' 'diner off of exit.' You know, Google's been kind of confounded by Yelp and can't fix it with its own algorithms, but Yelp is always a potential."
"SAP's not really trying to be as cloud-oriented," he said. "Oracle will have to answer. Oracle's going to be very feisty when they report this week."
"Workday's a very expensive company in terms of its stock; however, Workday had a fabulous quarter," he said. "And it's entirely possible, if we're going to put companies in the mix that might want to be sold, Workday would be it. But remember, Aneel Bhusri was the subject of a hostile takeover with PeopleSoft by Oracle, so the company's not for sale but that would be such a good company to own. I happen to like Workday, I have a soft spot for it because they do human capital and they also do finance, but make no bones about it, it's a very expensive stock."