But for who? It could be for Juniper Networks (JNPR), a company that missed the rise of the mobile Internet and now is playing catch-up with Cisco (CSCO). The Starent (STAR) deal especially has put Juniper in a position where it has to make a similarly advantageous acquisition to get back in the game.

Cramer said his thesis was once again proven by today's announcement that networking giant Cisco (CSCO), which he also owns for his Action Alerts PLUS portfolio, is buying Starent Networks (STAR), 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.

Cramer said his thesis was once again proven by today's announcement that networking giant Cisco (CSCO), which he also owns for his Action Alerts PLUS portfolio, is buying Starent Networks (STAR), 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.

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) 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) and Ciena (CIEN) 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.

Cramer said on the heels of the Starent deal, he likes both Tekelec (TKLC) and Ciena (CIEN) 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.