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 Chip Stocks: Rolling with the Punches After pulling back from big gains earlier in the year, Intel and Cypress Semiconductor shares look attractive, says S&P's Clyde Montevirgen OCTOBER 26, 2007 Stealth Rally for Computer Hardware Stocks S&P's Tom Smith sees more strength for computer hardware stocks, thanks to healthy demand for PCs and wireless gadgets OCTOBER 1, 2007 Be Selective in Software Stocks Oracle is the top pick of S&P's Zaineb Bokhari, who is turning cautious about some companies after the troubles in the financial sector AUGUST 30, 2007 Tech Stocks: A Summer of Love New products—plus buybacks, dividends, and enticing valuations—lure investors into technology names JULY 9, 2007 Hold the Line on Telcos The market has factored in the convergence benefits of the reinvigorated telecoms, says S&P's Todd Rosenbluth. But there are opportunities JUNE 29, 2007 A Boon for Apple, a Chance for Rivals S&P predicts iPhone sales won't disappoint, but shoppers turned off by long lines or high prices will snap up Palms and BlackBerrys MAY 30, 2007 EMS: Victims of Wait-and-See Spending Electronic manufacturing services companies still see weakness in some tech areas. S&P's Jawahar Hingorani says the pressure's on many players APRIL 26, 2007 The Software Trick: Find a Niche S&P favors Citrix Systems because of its focus on the growing mobile workforce; design vendors such as Autodesk benefit from hot growth in Asia MARCH 28, 2007 Networking Gear: New Arenas, Iffy Stocks Cisco's WebEx deal shows it's moving beyond hardware, but overall, prospects for shares of communications equipment companies are uncertain MARCH 2, 2007 Tech Distributors Left in the Dust S&P's Cathers says margin pressures and a lackluster PC upgrade cycle may leave many distributors without enough growth to spark shares JANUARY 22, 2007 Who's Winning the Console Wars S&P's Clyde Montevirgen says the Xbox 360 leads in total sales, but Nintendo's Wii showed the strongest launch numbers. His pick in the sector: Activision DECEMBER 21, 2006 Part 2: S&P's 2007 Tech Sector Outlook A look at S&P analysts' expectations for key IT industries in the coming year—and their top picks within those groups DECEMBER 21, 2006 Part 1: S&P's 2007 Tech Sector Outlook Part 1 of a rundown of analysts' expectations for key IT industries in the coming year—and their top stock picks 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 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 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  View Next Page | |
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