TheStreet.com RealMoney

The Hottest Stock in the Hottest Sector

By Jim Cramer

 About this article:
 Don't you have to buy NetApp here? Think about it: The numbers were going higher in this red-hot area (data storage and management solutions). The company sells at 16 times earnings in a business that is growing like wildfire. It was trying to buy Data Domain both as a defensive move -- to give it the critical mass to go alone -- and to make an accretive acquisition, which it would have been for 2010. So now you have a situation where you have a fast-growing independent force that would be a natural fit for Oracle -- which we know wants to do more acquisitions -- or could get a substantial earnings estimate boost when it reports in August. There's been a wild bull market going on in tech, not that anyone cares to talk much about it. Netapp is in the hottest space. To me,...

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