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THURSDAY, DECEMBER 06, 2007
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NOVEMBER 21, 2007
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


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