Cramer's 'Mad Money' Recap: Annaly's Safe House

04/12/07 - 07:54 PM EDT

TheStreet.com Staff

Salesforce Call

Marc Benioff, Salesforce.com's (CRM Quote - Cramer on CRM - Stock Picks) chairman and CEO, joined Cramer on the show by phone and said his company is "trying to recreate the software industry by delivering a set of Internet services that replace traditional enterprise software."

The focus on this end of software, Benioff said, is one of the reasons the company has become "the fastest-growing software company" of its size in the world. Salesforce has recently signed contracts with Merrill Lynch(MER Quote - Cramer on MER - Stock Picks), Dell(DELL Quote - Cramer on DELL - Stock Picks) and Cisco(CSCO Quote - Cramer on CSCO - Stock Picks), each of which chose Saleforce's new model over Oracle's (ORCL Quote - Cramer on ORCL - Stock Picks) and Microsoft's (MSFT Quote - Cramer on MSFT - Stock Picks), he said.

Cramer commented that a lot of companies that have gone up against Microsoft and Oracle have faltered, and he asked Benioff why Salesforce.com would be different. "The companies that win in our industry are the ones that change the game," Benioff replied.

"They have to change the game in two ways -- the technology model and the business model -- and that's what we're about," he said. "That's why we've won so many of these very important customers around the world."

Cramer said he's not going either way on Salesforce and urged viewers to reach their own decisions on the stock.

To view Cramer's interview with Marc Benioff, please click here.

During the show's "Sudden Death" round, Cramer was bullish on Las Vegas Sands (LVS Quote - Cramer on LVS - Stock Picks) and Mueller Water (MWA Quote - Cramer on MWA - Stock Picks). He was bearish on BB&T (BBT Quote - Cramer on BBT - Stock Picks) and Valero Energy (VLO Quote - Cramer on VLO - Stock Picks).

Lightning Round

Cramer was bullish on Mattel (MAT Quote - Cramer on MAT - Stock Picks), Hasbro (HAS Quote - Cramer on HAS - Stock Picks), CVS (CVS Quote - Cramer on CVS - Stock Picks), Express Scripts (ESRX Quote - Cramer on ESRX - Stock Picks), Rochester Medical (ROCM Quote - Cramer on ROCM - Stock Picks), Zimmer (ZMH Quote - Cramer on ZMH - Stock Picks), Allergan (AGN Quote - Cramer on AGN - Stock Picks), Color Kinetics (CLRK Quote - Cramer on CLRK - Stock Picks), Bank of Nova Scotia (BNS Quote - Cramer on BNS - Stock Picks), Medco Health (MHS Quote - Cramer on MHS - Stock Picks), Yamana Gold (AUY Quote - Cramer on AUY - Stock Picks), International Securities Exchange (ISE Quote - Cramer on ISE - Stock Picks), IntercontinentalExchange (ICE Quote - Cramer on ICE - Stock Picks) and Intuitive Surgical (ISRG Quote - Cramer on ISRG - Stock Picks).

Cramer was bearish on US Gold (UXG Quote - Cramer on UXG - Stock Picks), J2 Global Communications (JCOM Quote - Cramer on JCOM - Stock Picks), Mannatech (MTEX Quote - Cramer on MTEX - Stock Picks) and Smith & Wesson (SWHC Quote - Cramer on SWHC - Stock Picks).

For more of Cramer's insights during the most recent Lightning Round, click here.

Want more Cramer? Check out Jim's rules and commandments for investing from his popular book by clicking here.

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At the time of publication, Cramer was long Express Scripts.

Jim Cramer, host of the CNBC television program "Mad Money," is a Markets Commentator for TheStreet.com, Inc., and CNBC, and a director and co-founder of TheStreet.com. All opinions expressed by Mr. Cramer on "Mad Money" are his own and do not reflect the opinions of TheStreet.com or its affiliates, or CNBC, NBC UNIVERSAL or their parent company or affiliates. Mr. Cramer's opinions are based upon information he considers to be reliable, but neither TheStreet.com, nor CNBC, nor either of their affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Cramer's statements are based on his opinions at the time statements are made, and are subject to change without notice. No part of Mr. Cramer's compensation from CNBC or TheStreet.com is related to the specific opinions expressed by him on "Mad Money."

None of the information contained in "Mad Money" constitutes a recommendation by Mr. Cramer, TheStreet.com or CNBC that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the program. Mr. Cramer's past results are not necessarily indicative of future performance. Neither Mr. Cramer, nor TheStreet.com, nor CNBC guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the program. The strategy or investments discussed may fluctuate in price or value and you may get back less than you invested. Before acting on any information contained in the program, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Some of the stocks mentioned by Mr. Cramer on "Mad Money" are held in Mr. Cramer's Action Alerts PLUS Portfolio. When that is the case, appropriate disclosure is made on the program and in the "Mad Money" recap available on TheStreet.com. The Action Alerts PLUS Portfolio contains all of Mr. Cramer's personal investments in publicly-traded equity securities only, and does not include any mutual fund holdings or other institutionally managed assets, private equity investments, or his holdings in TheStreet.com, Inc. Since March 2005, the Action Alerts PLUS Portfolio has been held by a Trust, the realized profits from which have been pledged to charity. Mr. Cramer retains full investment discretion with respect to all securities contained in the Trust. Mr. Cramer is subject to certain trading restrictions, and must hold all securities in the Action Alerts PLUS Portfolio for at least one month, and is not permitted to buy or sell any security he has spoken about on television or on his radio program for five days following the broadcast.

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