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![]() Hot Apps Give Hardware a Lift New operating systems from Microsoft and Apple, plus healthy demand for laptops, should help drive sales for computer hardware makers OCTOBER 26, 2006 Understanding the Chip Dip S&P's David Kaplan talks about the semiconductor industry, his negative outlook on chip equipment, and his advice for investors OCTOBER 6, 2006 3G Means High Times for Towers In the race to provide third-generation wireless services, operators of the towers housing the equipment stand to gain, says S&P's Ken Leon AUGUST 25, 2006 Can Chips Shake Off the Blues? As the group starts to recover, S&P's Tom Smith favors Texas Instruments and Microchip Technology, as well as segments outside the PC arena JULY 17, 2006 Tech Sector Plagued by Uncertainty Tech companies lack a killer app, and that's why consumers and companies aren't buying, says S&P's Scott Kessler. Still, there are some stocks he likes JUNE 22, 2006 Bullish on Storage Stocks Given healthy demand and fundamentals, S&P's Richard Stice sees a rebound for EMC and a few other storage stocks that have been beaten down this year MAY 24, 2006 Enterprise Software's Growth Pockets Security and business-intelligence software should continue to do well, says S&P's Zaineb Bokhari, who likes Oracle and Business Objects APRIL 7, 2006 Telecom's Merger Fever S&P says the next wave of consolidation could be among telecom operators CenturyTel and Commonwealth Telephone. The targets: smaller rural properties APRIL 3, 2006 Outsize Performance from Outsourcers S&P likes Computer Sciences and ADP for their strong cash flows, good growth prospects, and valuations MARCH 27, 2006 Playing Telecom's Shakeup S&P's Ari Bensinger talks about how the merger trend will affect equipment suppliers -- and which of their stocks look like good bets MARCH 17, 2006 Chipmakers Turn Cash into Dividends Despite Intel's recent lower forecast, S&P's Tom Smith is positive on semiconductor stocks, citing dividends and overall growth MARCH 10, 2006 PC Makers Face Growing Pains In a mature market, computer makers such as Dell need to find new ways to boost sales, says S&P's Megan Graham-Hackett MARCH 3, 2006 Prize Catches in Security Software While phishing threatens unsuspecting Web surfers and their bank accounts, stocks such as McAfee and their investors only stand to benefit FEBRUARY 27, 2006 Where the Money Is in Wireless S&P's Ken Leon says the sector looks strong, with mobile music and TV driving sales. His top pick? Motorola FEBRUARY 17, 2006 Riding Tech's Tailwind Good times for tech outfits also mean glad tidings for electronics manufacturers. Here are some to watch FEBRUARY 10, 2006 Rich Returns in Chip Equipment S&P's Colin McArdle sees good things ahead for the segment, thanks to new technology and chip-maker upgrades FEBRUARY 8, 2006 Clicking with On-Demand Software Stocks S&P's Zaineb Bokhari explains which players are taking the early lead in this new and growing market JANUARY 27, 2006 Communications Gear's Strong Signals With pent-up demand finally manifesting itself in a rash of orders, the industry's stocks are up. It's a trend likely to continue JANUARY 19, 2006 Is Google Out of Steam? Downgrading its stock to sell, S&P's Scott Kessler explains why the search giant is vulnerable on several fronts. Key among them: click fraud JANUARY 17, 2006 Bigger Turf for the Telcos Giant outfits like Verizon and AT&T won't see pressures ease in 2006, says S&P's Todd Rosenbluth. But acquisitions have improved their national reach DECEMBER 16, 2005 Fishing for Chip Stocks S&P's Tom Smith has a neutral outlook on the sector, but thinks Marvell Technology and Altera stand to see big gains DECEMBER 12, 2005 Predictions for PC Makers Price wars will pressure profits among the big players, says S&P's Megan Graham-Hackett, who has a neutral outlook overall for the group DECEMBER 2, 2005 Finding Value on the Net S&P's Scott Kessler has four Internet picks that are profitable and have strong balance sheets -- at an attractive price NOVEMBER 18, 2005 Get Ready for the Xbox Shootout Microsoft's console launch gives it a shot at unseating Sony at No. 1, says S&P's Jonathan Rudy. In software, he likes Electronic Arts NOVEMBER 14, 2005 Disk Drive Makers: Back in Gear After a tumble, business is booming again, thanks to consumer devices that need higher-capacity storage. Topping the bunch: Seagate Technology NOVEMBER 4, 2005 The "Triple Play" in Communications Gear The merging of voice, data, and video represents a new dynamic, says S&P's Ken Leon, who likes Motorola and Scientific Atlanta OCTOBER 28, 2005 Flat-Panel Prospects Burn Bright Even if consumer spending slows, L.G. Philips LCD, a South Korean supplier of LCD TV panels, could benefit this holiday season OCTOBER 21, 2005 Oracle's $19 Billion Gamble That's what the software giant has spent on recent acquisitions. By S&P's estimate, it's shaping up as a sound bet OCTOBER 17, 2005 Cutting the Cord on Local Service? As the local phone biz fizzles, Sprint Nextel and Alltel may spin theirs off, while CenturyTel could do well by expanding its interests View Next Page |
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