As horrible as the tech sector is right now, Cramer on Wednesday looked at a genuine secular growth trend that's worth buying on the way down. He highlighted big data, a theme CEOs of tech companies continually talk about on earnings conference calls.
So what's big data? It's the explosion of digital growth, Cramer said, including in everything from smartphones to social media. Data volume is only on the rise and is expected to increase by 440 percent by 2020. Naturally, businesses are figuring out how to handle this demand and are looking for companies that will help them store it.
How does Cramer recommend playing this trend? He likes Oracle , IBM and Salesforce.com . The best play, however, is EMC . He thinks it's "best of breed," as it's benefiting from its recent purchase of data storage play Isilon and owns 80 percent of cloud-computing play VMWare .
If EMC is too conservative for you, Cramer recommends NetApp . It's the dominant player in network attached storage, but comes with more risk and greater potential rewards, too.
When this story was published, Cramer's charitable trust owned EMC.
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