Cramer's 'Mad Money' Recap: Cisco Gets It (Final)

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NEW YORK (TheStreet) -- "Today, everyone was focused on earnings and I think that's terrific," Jim Cramer told the viewers of his "Mad Money" TV show Tuesday.

But he reminded viewers that there are multiple ways to make money in the markets, one of which is sticking with the colossal themes that are working, such as his "mobile Internet tsunami."

Cramer said his thesis was once again proven by today's announcement that networking giant Cisco (CSCO Quote), which he also owns for his Action Alerts PLUS portfolio, is buying Starent Networks (STAR Quote), whose technology is at the heart of the mobile Internet for a 20% premium. How strong are the mobile Internet stocks? He said both stocks rose on the news.

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Jim Cramer's newest book, Getting Back to Even, is out in bookstores today. We've got an excerpt from the book explaining why investors shouldn't give up.

And if you are in the New York area, you can meet Jim and get your copy signed at the following locations:

Cramer Book Signings Near New York Tuesday, Oct. 13, 7:30 p.m.: Barnes & Noble, Paramus, NJ (765 Route 17 South) Wednesday, Oct. 14, 7 p.m.: Borders, Bridgewater, NJ (290 Commons Way) Tuesday, Oct. 20, 7 p.m.: Mendham Books, Mendham, NJ (84 East Main St.) Tuesday, Nov. 17, 7 p.m.: Barnes & Noble, Manhattan (33 East 17th St.)

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Cramer first recommended Starent Networks on May 8, a call that's now up 80%. In fact, his "Mobile Internet Index" of 21 tech stocks is up 11.5% since its introduction just a few weeks ago on Aug 11.

According to Cramer, "Cisco gets it," and sees the huge potential of the mobile Internet and revolution in smart-phone technology. With mobile Internet traffic expected to double every year for the foreseeable future, Cramer said the question is not when Apple's (AAPL Quote) iPhone will go from 3% to 6% of the cellphone market, but rather when it will command 30% of that market.

Cramer said on the heels of the Starent deal, he likes both Tekelec (TKLC Quote) and Ciena (CIEN Quote) as the next possible takeover targets. Both stocks also reside in his mobile index and Cramer said simply "don't wait" for the analysts and Wall Street to catch up, get in on the ground floor now.