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![]() 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 View Previous Page | View Next Page |
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