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THURSDAY, DECEMBER 06, 2007
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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

OCTOBER 11, 2005
Defense Players Look Set to Score
IT-outsourcing companies CACI and SRA could haul in big government bucks from increased spending on security projects

OCTOBER 4, 2005
IPTV: Big Potential -- but When?
Telecoms see this video-delivery technology as their answer to cable's encroachment into telephony. Trouble is, it's still a way off

SEPTEMBER 26, 2005
Who's Winning the Server War?
IBM remains the leader in sales, but Dell boasts the fastest revenue growth, making it S&P's top pick in computer stocks

SEPTEMBER 19, 2005
Should You Be in the Chips?
S&P sees the semiconductor industry slowing down, but a couple of chip stocks still appeal

SEPTEMBER 12, 2005
Hoya: Japan's Quiet Tech Giant
With up to an 80% market share in its key businesses -- which include hard drives for iPods -- the Tokyo outfit now gets 5 STARS from S&P

SEPTEMBER 6, 2005
Sparks from Two Tech Distributors
Prospects for Avnet and Arrow are strengthening, thanks to cost-cutting moves and solid demand for electronic components and chips

AUGUST 26, 2005
WiMax Keeps Gathering Momentum
The ultimate complement to Wi-Fi, it's expected to be widely available commercially in 2006, with Intel likely leading the way

AUGUST 19, 2005
Emulex: A Cash Stash from Data Storage
S&P views the storage-gear maker as a major beneficiary of a big trend in information archiving -- the move to network-based technology

AUGUST 15, 2005
Brooks Automation: Humming Along
Key acquisitions and recovering demand are putting the semiconductor-gear producer in a strong spot, earning it S&P's top rating

AUGUST 8, 2005
A Big Lift from the Little Guys
Treading where others haven't, software giant SAP is making strong gains in the small-business market. The key: hundreds of new partners

JULY 29, 2005
A Bully Quarter for the Bells
BellSouth, SBC, and Verizon are dialing up healthy growth in wireless. Qwest, on the other hand, is missing out on the trend

JULY 22, 2005
In the Pink at Big Blue?
The Global Services unit's recovery is progressing nicely. Trouble is, it remains unclear if that and other improvements will stick

JULY 15, 2005
Alvarion Rides the WiMAX Wave
As the latest wireless broadband technology begins to catch on, this equipment maker is poised to see strong growth

JULY 11, 2005
Net Security Stocks: Bulking Up?
The industry will reap a bigger slice of the IT-spending pie this year, says Standard & Poor's. McAfee, especially, has bullish prospects


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