SAP - Cramer advises going with Oracle instead, in the software services space -- it's performing better and Larry Ellison "continues to deliver."
JA Solar - Sell. Cramer says no to solar and other green stocks for now. Gas is just too cheap, making it a poor environment for alt energy. Of all the green-related stocks, maybe -- just maybe -- Cramer would look at Owens Corning .
ValueClick - Buy. Despite sime minor misgivings, Cramer likes this internet stock and is willing to stick his neck out because "they're making too much money."
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