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NOVEMBER 9, 2006
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


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