How Execution Matters
SAP is also facing shrinking IT budgets and a sluggish European market, but Cramer said it's "stellar" management team hasn't let those problems stop it from posting strong numbers.
So what’s the bottom line?
“Even in the hardest hit sector out there, you can still find winners as well as losers,” Cramer said. “When it comes to enterprise technology companies, stick with SAP, which has proven it can execute when the rest of the space is flailing, and stay the heck away from Infosys.”
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