Cramer can be entertaining sometimes but he is no expert on Tech Stocks or Security Trends. For Tech, he really sticks the huge names like Apple (like a million analysts) and even for those huge names does not add much of value in the way of comments.
FTNT is a great prospect given their market position and consistent high rating (Leader and Visionary) of Gartner Magic Quadrant. They are one of the names always mentioned as a possible M&A Target (with good reason).
Cyber Crime is growing at a very rapid pace and key security names like FTNT, IMPV, and PANW etc.. will do well in short to medium time frame.