| Comment | | Openwave Systems Inc | OPWV-Q | 1.600 | Software that uses wireless networks for protocol middleware. Has about $1.50 per share. Expects it to be profitable in the back half of 2008. Dropped because of management change and the backlog going into 2009. Fairly safe risk/reward profile. | 2008-06-17 | |
| WAIT | | WebTech Wireless Inc. | WEW-T | 3.780 | Has GPS technology. Didn’t win the Brazilian contract for tracking stolen vehicles. Very high anticipation for growth. There’s talk of some big contracts coming down the pipe. He is watching. | 2008-06-17 | |
| BUY | | Allen-Vanguard Corp. | VRS-T | 2.520 | Electronic counter measures for jamming explosives. Pull back was due to multi vendors supplying the military. Just won contracts with General Dynamics (GD-N) and the UK. Cheap on a valuation basis. Risk on the downside is pretty good. | 2008-06-17 | |
| Comment | | Feel Good Cars | ZNN-X | 5.040 | Electric cars. Trying to find a battery that will provide the energy for a longer period of time. Likes what they are doing but they are early. | 2008-06-17 | |
| Comment | | VMware Inc. | VMW-N | 67.000 | Virtual technology primarily in the IT space. Microsoft (MSFT-Q) is coming out with their version this fall. This space will get a lot more competitive. | 2008-06-17 | |
| TOP PICK | | VIQ Solutions | VQS-X | 0.630 | Hardware and software that digitizes courtrooms. Old world of courtrooms, stenographers, etc. will be moved into the new millennium. Won the US Dept of Immigration contract. European countries are mandating that courtrooms will have to be fully digitized which will be over $1 billion 5 to 8 year contracts. | 2008-06-17 | |
| TOP PICK | | Research In Motion | RIM-T | 144.820 | Market share of about 10% in Canada, 5% US and 3% UK. (About 1.5% globally.) Has a huge opportunity in Europe and the rest of the world. With the iPhone now being subsidized you are getting smart phones at the same price as high end cell phones.. | 2008-06-17 | |
| TOP PICK | | ProSh Ultrashort QQQ E.T.F. | QID-A | 39.380 | A double short on the triple Q. He uses the QID calls (a proxy of the NASDAQ) as a cheap insurance proxy against a fall in the market. | 2008-06-17 | |
| BUY | | Absolute Software Corp. | ABT-T | 11.400 | Software that recovers lost/stolen laptops. Some disappointments in how quickly it was ramping and the stock pulled back. Just announced they are getting in the mobile space for managing/erasing files on handhelds. Risk/reward is looking pretty good. | 2008-06-17 | |
| Comment | | Triant Technologies | TNT-T | 0.550 | Extremely large clients and pretty sophisticated software for fault detection to help monitoring primarily for semiconductor companies. Doing some flat-panel display work. The biggest hindrance is 1) it's a tough market for semiconductors and 2) it is too small and needs mass. Need some M & A. | 2008-05-05 | |
| Comment | | Timminco Ltd. | TIM-T | 19.200 | Upgrades metallurgical grade silicon. The key advantage they have is cost. The supply/demand for solar is way out of whack. This will be corrected in a couple of years. The question is, can they go from 400 metric tons this year to 14,000 metric tons by 2010. If they can do that and keep costs under control, this would be a Buy. | 2008-05-05 | |
| Comment | | Allen-Vanguard Corp. | VRS-T | 4.050 | When you look at the earnings, this looks really cheap. Doesn't own it, but thinks he should revisit it. | 2008-05-05 | |
| BUY | | Wi-Lan Inc. | WIN-T | 2.000 | The patent trolling/licensing sector took a hit because of a fear of a patent reform bill. It now looks like the bill is stalled and will not be going through. Has about $1 in cash. Has the capital to execute. So cheap, the downside is limited with potential upside. | 2008-05-05 | |
| DON'T BUY | | Lyrtech Inc | LYT-X | 0.020 | Takes Texas instruments and chips and programs/customizes them for unique applications. There are better opportunities. | 2008-05-05 | |
| DON'T BUY | | Mortice Kerns | MKX-T | 1.750 | Software company that helps other companies develop software and manage portals. Their challenge is to have a trigger that will move them forward. They have wonderful software and wonderful customers, but they have to ramp revenues. | 2008-05-05 | |
| TOP PICK | | VIQ Solutions | VQS-X | 0.400 | Digitize courtrooms but the application is also used in policing and healthcare. It's a great market and they are the best in the world at it. The global opportunity unfolding for them is just tremendous. | 2008-05-05 | |
| TOP PICK | | Sierra Wireless | SW-T | 18.690 | Really kicking butt in the market. Have cards that make the conductivity for laptops to run through cellular networks. Hitting the product cycle right, but even better is their main competitor Novatel Wireless (NVTL-Q) has missed their product cycle. Had a 50% run in the last couple of weeks, so wait for a pullback to below $17. | 2008-05-05 | |
| TOP PICK | | Corning Inc | GLW-N | 27.040 | A play on LCD televisions. They dominate the space in providing the glass for it. Historically trading at the low end of its earnings per share. | 2008-05-05 | |
| BUY | | Active Control Technology | ACT-X | 0.400 | Likes its wireless technology. Used in coalmines for underground communication and location of emergency disasters. Need regulatory approval and stock has pulled back because of the wait on this. He expects approval late March or into April. Think the stock will then go to the next level. | 2008-02-27 | |
| Comment | | Triant Technologies | TNT-T | 0.810 | Software that goes into large semiconductor fabs to help monitor and fault detection. Stock price has been a disappointment. One of the largest semiconductor companies in the world is one of their customers. Challenge is its size for operating in a global environment. Its one major competitor was purchased by a US public company for an equivalent price of about $10 a share. | 2008-02-27 | |
| BUY | | aeromechanical Services | AMA-X | 1.130 | Have devices that go on commercial aircraft that can stand, via satellite, real-time data information monitoring the different elements of performance. It also provides GPS and communication. Allows companies to schedule maintenance for better turnaround times. He is looking at this, as they get closer to final approval from China. | 2008-02-27 | |
| WATCH | | Enablence Technologies Inc. | ENA-X | 2.930 | Deals with fibre to the home for broader bandwidth. Issue has been cost. Have a chipset that from the fibre to the home can dramatically reduce the cost. Very early in the stages of revenue. The big run-up has been on the expectation of them landing contracts. He prefers to see more revenue and cash flow so he missed this one. | 2008-02-27 | |
| DON'T BUY | | D-Box Technologies (A) | DBO.A-X | 0.500 | D-box gives the feeling of movement during electronic games in the home. Chairs required are fairly expensive at $3500 and up. Company has never been able to show profitability. | 2008-02-27 | |
| TOP PICK | | VIQ Solutions | VQS-X | 0.315 | Taking old courtroom systems and digitize them. Includes videoconferencing for safety purposes. Thanks this will sweep global courtrooms. First win was the US Department of immigration. Their products are being sought for globally. Dirt-cheap. Looking for $.02 in earnings this year going to $.04 next year so is trading at 5.5X earnings next year. | 2008-02-27 | |
| TOP PICK | | Openwave Systems Inc | OPWV-Q | 2.360 | This is a high flyer from 2000 that was over $15 and is now around $2.00! When looking at a train wreck, look for cash. This one has $1.70 of net cash. Their products are installed in 15 of the 25 largest global players. Has new management. | 2008-02-27 | |
| TOP PICK | | Openwave Systems Inc | OPWV-Q | 2.180 | This was a disaster. Was a $538 stock in 2000. It is now $2.00 with $1.50 in cash. They have new management and new products with a huge legacy install base. | 2008-02-13 | |
| BUY | | Covalon Technologies | COV-X | 3.150 | An interesting little company. Have a wound care product. Also have intellectual property around coatings, basically silver-based, that prevents infection. As they get more partnerships on the coatings, the stock will move up. | 2008-02-13 | |
| WATCH | | aeromechanical Services | AMA-X | 0.960 | Have devices that go on commercial aircraft. During the flight it can monitor and transmits real-time data to the ground crew. The big opportunity they see is in China. Have won a few aircraft there, but is waiting for more news. | 2008-02-13 | |
| Comment | | Research In Motion | RIM-T | 96.520 | Cautiously optimistic on the market, but is taking profits when he can get it. Sold his holdings this year. He would buy it for the long term, but he wants to keep his cash for the time being. | 2008-02-13 | |
| Comment | | Enablence Technologies Inc. | ENA-X | 2.510 | Chip to bring broadband into the home through fibre. The issue has always been the cost of bringing fibre to the home. Their chipset is a piece of the puzzle but is dramatically dropping the price of providing services. Doesn't have revenue yet. There is huge expectation on delivery but you are getting into risk of execution. | 2008-02-13 | |
| TOP PICK | | VIQ Solutions | VQS-X | 0.180 | Extremely excited about what is going on. Feels it is now in a real breakthrough position. Has what he believes is the best solution for digitizing courtrooms. This company won The US Department of Immigration. They are now being loaded down with all sorts of bids of opportunities globally. Think they will do $0.015 to $0.02 of earnings this year, doubling to $0.04. | 2008-02-13 | |
| TOP PICK | | Cisco | CSCO-Q | 24.060 | A defensive play. Dominates its space. Had a bad quarter but still ended up 1.3% on the day. It's safe and liquid. Trading at 15X 2008 earnings and 13X next year's. | 2008-02-13 | |
| DON'T BUY | | Lyrtech Inc | LYT-X | 0.015 | Builds digital signal processing applications. They have failed to execute. A “show me” story. You want to see some wins and some traction and momentum in the marketplace. | 2008-02-13 | |
| BUY | | Intrinsyc Software Inc | ICS-T | 1.100 | New management came in a few years ago developing a platform for wireless applications. They have a very intriguing platform. Everybody was waiting for them to get new partnerships and customers. That has just started to happen. Have landed a few customers, which allowed them to raise money. Cashed up with some initial customers. It's early on but not a bad buy. | 2008-02-13 | |
| Comment | | WebTech Wireless Inc. | WEW-T | 3.650 | Basically a GPS application that did quite well last year but then had a terrible stumble in Brazil. Had done a deal with Volkswagen but it was an unmitigated disaster with all sorts of problems. Doing quite well with FedEx. Waiting to see more details on their contract. Still somewhat of a “show me”. | 2008-02-13 | |
| BUY on WEAKNESS | | Intel | INTC-Q | 21.210 | Global domination in processors. Trading at about 14X current earnings and about 12X next year's earnings. If it pulls back to $18-$18.50, it's a wonderful entry point. | 2008-02-13 | |
| PARTIAL SELL | | Absolute Software Corp. | ABT-T | 15.450 | The stock has been outstanding. Has software for the recovery of stolen laptops. The success of the company has been its channel of doing deals with Dell, HP, etc. There has been some volatility in terms of patent infringement. Feels it is probably fully priced. If you own, consider taking profits. | 2008-02-13 | |
| BUY | | VIQ Solutions | VQS-X | 0.145 | Has been dropping because orders have been delayed. Has been buying more lately. | 2006-05-24 | |
| BUY | | Microsoft | MSFT-Q | 23.500 | Has gotten beaten up with the delay of Vista, its next operating system. In the wireless area, with its operating system, don't underestimate them. He is buying more at this price. | 2006-05-24 | |
| TOP PICK | | Qualcom | QCOM-Q | 45.590 | A Buy over the next couple of months. Summer is a weak period for techs so this could go lower. It owns the CDMA which is moving to 3G rollouts around the world. Strong balance sheet. | 2006-05-24 | |
| HOLD | | EMC Corp | EMC-N | 12.400 | A solid company in storage and has great opportunity. A good environment. | 2006-05-24 | |
| BUY | | Zarlink | ZL-T | 2.710 | Current earnings are very good but the outlook reported is a little bit muted. Has a ton of cash. Was a turnaround story. Now to take the next step, it has to become a growth story that he thinks it has the ability to do. | 2006-05-24 | |
| DON'T BUY | | Open Text | OTC-T | 15.050 | This company has to see licensed growth. Their main source of revenue is off their legacy installed base. | 2006-05-24 | |
| TOP PICK | | Yahoo! | YHOO-Q | 31.790 | This stock is languishing. This company shows more web pages per day then Google. Although it is #2 in search, it has the front capability for the advertising, etc. Has $1.70 in cash. | 2006-05-24 | |
| TOP PICK | | Neptune Tech & Bioresource | NTB-X | 2.500 | Higher risk, but an extremely high return opportunity. They exploit marine biomass. They use krill oil for health products. | 2006-05-24 | |
| BUY | | Palm Inc. | PALM-Q | 17.610 | The space they are in is a wonderful growing area. Will not be able to enter into the enterprise until Microsoft delivers on its new operating system later in the year. | 2006-05-24 | |
| DON'T BUY | | Sierra Wireless | SW-T | 19.340 | That easy money has been made. He has been lightening up on his holdings. Wait for a pullback. | 2006-05-24 | |
| DON'T BUY | | Kangaroo Media Inc. | KTV-T | 7.750 | A device that is currently used at sporting venues, basically a little monitor with a headset, giving additional coverage. There are other companies that are developing similar technology on cell phones. Has gotten ahead of itself. | 2006-05-24 | |
| HOLD | | EMC Corp | EMC-N | 13.400 | In the data storage business. Likes this as a long-term hold. Likes the core business on a macro level. Has a lot of competition. Reasonably valued and continues to grow. | 2006-02-09 | |
| BUY | | Zarlink | ZL-T | 2.650 | Continues to like it. The easy money has been made. Looking at it for the next 3/6 months to see how they are going to grow their business. Likes the business they are in. They have tons of cash. | 2006-02-09 | |
| TOP PICK | | Openwave Systems Inc | OPWV-Q | 21.990 | In the area of soft ware for wireless devices. Where service providers are going to drive incremental revenue will be towards data services. This will have great growth. This company is a key player having a great install base and a ton of customers. They will use their Web browsers to drive services. Don't jump into it too quickly. By a little bit at a time. | 2006-02-09 | |
| BUY | | IBM | IBM-N | 80.400 | This would be a long-term holding. They have a variety of industries. Won’t be a rocket ship, but it's a steady performer. | 2006-02-09 | |
| DON'T BUY | | Google | GOOG-Q | 358.770 | When you come at this stock from a technologist value oriented perspective, you'll fall off the cliff before you ever get to buy it. Difficult to value it. One of the things it is going to run into is that when you are coming off a small revenue base and moving into a large revenue base, it is difficult to grow. | 2006-02-09 | |
| TOP PICK | | Electroglas Inc. | EGLS-Q | 4.450 | This is a microcap, high risk, high return play. Has tremendous technology. Manufactures a device that tests the wafer and the cell on semiconductors. This is a turnaround situation where they are winning back market share. | 2006-02-09 | |
| TOP PICK | | Cisco | CSCO-Q | 19.550 | A worldwide global leader in routers and telecom infrastructure. Their quarterly results shows that spending is back and they are getting a good share of it. | 2006-02-09 | |
| BUY | | Texas Instruments | TXN-N | 31.050 | Likes this company as a long-term holding. Not a bad time to take a position. A great company. | 2006-02-09 | |
| HOLD | | Palm Inc. | PALM-Q | 36.950 | It is doing well in the market. Likes their execution. | 2006-02-09 | |
| DON'T BUY | | Lyrtech Inc | LYT-X | 0.240 | About a year and a half ago they were coming out with new products, new contracts and things were looking promising. Sold his holdings. it has to find new avenues for revenue growth and until it does, he will stand on the sidelines. | 2005-12-22 | |
| BUY | | VIQ Solutions | VQS-X | 0.230 | This company digitalizes courtrooms with their equipment that does the recording which allows the stenographer to be off-site. This is a micro cap with a market cap of $15 million and is roughly doing about that amount in revenues. If they execute, it has tremendous upside. Thinks they are going to earn about $.04 for 2006. Turnaround situation with new management and new product. | 2005-12-22 | |
| TOP PICK | | Zarlink | ZL-T | 2.430 | A semiconductor company that is in the wiring and optical semiconductor communications. It is also in the ultra low power chipset for use in pacemakers. In a turnaround situation. It has over $1US in cash and no debt. | 2005-12-22 | |
| BUY | | Advanced Micro Devices | AMD-N | 30.020 | Where AMD has been eating Intel’s (INTC-Q) lunch is in the high-end server market which is usually the more expensive, higher margin business. Should continue to do well. | 2005-12-22 | |
| BUY | | Intel | INTC-Q | 25.970 | Has got a very broad portfolio. It's getting hurt at the high-end server market, but is moving on the capX side to help gross margins by using the latest and greatest semiconductor fabrication equipment. Also diversifying into other areas. | 2005-12-22 | |
| WEAK BUY | | Absolute Software Corp. | ABT-T | 3.940 | Has been on a tremendous tear. They make a piece of code that goes into a laptop, that if the laptop is stolen, it can be traced when connected to the Internet. Doing well in retail in the US. More room to run, but he has been taking profits. Be careful. | 2005-12-22 | |
| TOP PICK | | Systems Xcellence | SXC-T | 2.590 | A defensive play in that 90% of their backlogs is recurring. They are in the software and service business, managing prescription benefit programs. Got into a new business about a year ago giving more into the pharmaceutical system. There is a US law on January 1 that will be a boon to this company. | 2005-12-22 | |
| BUY | | Mortice Kerns | MKX-T | 2.690 | They manage, for developers, the life cycle of software development. Has 20 to 30 to 40% upside. | 2005-12-22 | |
| TOP PICK | | Electroglas Inc. | EGLS-Q | 3.280 | They do advance wafer probers. The driver on this is that the devices they are selling are going to be needed in the 300 millimetre conversion when you go from the 200. If they win one, possibly two contracts the stock will move. He likes their technology. Good management. | 2005-12-22 | |
| DON'T BUY | | Google | GOOG-Q | 432.040 | To him, this is a crazy buy. It is better to watch from the sidelines. He has been wrong on this. The larger the company is, the more difficult it is for it to grow. | 2005-12-22 | |
| WEAK BUY | | Palm Inc. | PALM-Q | 31.800 | If you look at the last quarter, this is growing at 23% compared to RIM’s 17%. If you want to all this, don't jump in with both feet, but start to nibble at it. | 2005-12-22 | |
| BUY | | Cisco | CSCO-Q | 17.750 | Likes this company. Out of favour, that is, not the headline any more. At a historically low multiple. Strong balance sheet, lots of cash and making money. Have been buying at the $17/18US. | 2005-11-09 | |
| DON'T BUY | | ATI Technologies | ATY-T | 18.390 | In a great space. They kind of messed up. They were late in their launch in the high end product so Nvidia (NVDA-Q) ate their lunch. They need to expand their gross margins. There's a recovery plan in place. Almost full value now. | 2005-11-09 | |
| TOP PICK | | Medisystem Technologies Inc. | MDY-T | 2.500 | A pharmaceutical for long term care facilities. Developed an electronic script for doctors that not only writes on a doctor's pad, but transmits to the pharmacy. Growing 20% a year and trading at 17 X earnings which will drop to 12 X next year's. Getting control of salaries better. | 2005-11-09 | |
| N/A | | Lyrtech Inc | LYT-X | 0.265 | Now executing on some of the contracts that were signed. Haven't looked at it for awhile so will have another look at it. | 2005-11-09 | |
| BUY | | VIQ Solutions | VQS-X | 0.260 | Has developed software for digitalising courtrooms. Also looking at medical as well as police proceedings. | 2005-11-09 | |
| TOP PICK | | Zarlink | ZL-T | 2.050 | They make wired/wireless semiconductors. Have a wide breadth of devices. Have 2,100 patents. New management is creating a turn around by getting out of consumer products. Has $1US in cash. Breaking even to slight profit now. Feels they can get back to the high 50/60's gross margins. | 2005-11-09 | |
| DON'T BUY | | Open Text | OTC-T | 18.290 | Not growing. Markets are tough. They are looking at making it a more efficient operation. A competitive environment and not sure they can grow their revenue. | 2005-11-09 | |
| TOP PICK | | Microsoft | MSFT-Q | 26.960 | This is for a more defensive, more moderate play. Pays a 1.3% yield. 2006 is a big product launch year for them. Feels the growth is going to go up from 8% to about 12%. | 2005-11-09 | |
| WEAK BUY | | Nortel | NT-T | 3.800 | Gave stronger 4th quarter guidance than what was anticipated. Likes their new CEO. Valuation has some modest upside to it. End markets are pretty good. | 2005-11-09 | |
| BUY on WEAKNESS | | Imaging Dynamics Company | IDL-T | 1.650 | Sold 33 units last year and a target this year is 75. Getting on his radar screen. Would be interested at under $1.50. | 2004-06-01 | |
| WAIT | | ATI Technologies | ATY-T | 22.650 | On the stock, he uses a "pairs" trade with Nvidia. Last time, he was long ATI and short Nvidia which worked out well. Will watch for the gap to change and do it again. | 2004-06-01 | |
| TOP PICK | | Hi/fn Inc | HIFN-Q | 9.650 | 5/10% chips for security are embedded in products and expects this to go up to 100%. They're almost on a doubling of revenue per annum. Has cash and is moving towards profitability. | 2004-06-01 | |
| HOLD | | Lyrtech Inc | LYT-X | 0.290 | Did a financing of 16 million shares at $.25. Created massive selling pressure. Was oversold. | 2004-06-01 | |
| DON'T BUY | | Tellabs | TLAB-Q | 8.190 | Stock in a trading range and doesn't see any catalyst in the short term. | 2004-06-01 | |
| TOP PICK | | Microtune | TUNE-Q | 3.300 | Great technology and great management. Has a lot of cash. Dynamite technology and patent portfolio. In litigation with Broadcom and is winning. | 2004-06-01 | |
| WEAK BUY | | Rand A Technology | RND-T | 1.360 | Doing well in their business and it is growing. Has a few hurdles. Needs a stronger balance sheet. Poor communication with shareholders. | 2004-06-01 | |
| DON'T BUY | | Nortel | NT-T | 5.570 | The financial statements for the last couple of years are unknown at this point. | 2004-06-01 | |
| DON'T BUY | | Research In Motion | RIM-T | 83.990 | Utmost respect in their ability to execute. Valuations are very high. Seems to overcome every hurdle thrown at it. Can't get his head around the valuation. | 2004-06-01 | |
| STRONG BUY | | Lyrtech Inc | LYT-X | 0.470 | Has been recapitalized and has new management. Have great customers from Sony to Samsung. Expect revenues to more than double in 2004. | 2004-04-08 | |
| TOP PICK | | Microtune | TUNE-Q | 2.700 | A potential jewel for the higher risk portion of a portfolio. They have the intellectual property on TV silicon tuners for multiple channels. Half of its value is cash. Has some baggage which is being cleaned up. | 2004-04-08 | |
| BUY | | Imaging Dynamics Company | IDL-T | 2.030 | Very positive on this sector. History of the Company has been somewhat bumpy. New management is looking good. | 2004-04-08 | |
| DON'T BUY | | Cirrus Logic | CRUS-Q | 8.190 | Fully valued now. Needs to become profitable. Has a lot of cash. | 2004-04-08 | |
| DON'T BUY | | Microsoft | MSFT-Q | 25.480 | Although NASDAQ has gone up 50% in the year, this stock hasn't moved. Doesn't see any triggers to move this stock in the next year. | 2004-04-08 | |
| TOP SHORT | | Nvidia Corp | NVDA-Q | 26.700 | A pairs trade, short NVIDIA and go long on ATI. Same types of Co., but valuations with each other are out of whack and they should converge. Wait to see if NVIDIA's new product gives them a higher boost. | 2004-04-08 | |
| TOP PICK | | ATI Technologies iNC | ATYT-Q | 17.150 | A pairs trade, short NVIDIA and go long on ATI. Same types of Co., but valuations with each other are out of whack and they should converge. Wait to see if NVIDIA's new product gives them a higher boost. | 2004-04-08 | |
| BUY | | Agere Systems | AGR-N | 2.990 | Excellent balance sheet. Has cash. A diversified company. A cheap stock and has a better risk/reward side than its peers. | 2004-04-08 | |
| DON'T BUY | | Cisco | CSCO-Q | 24.150 | The high end routers and the security side are doing quite well. Doesn't see any impetus to break out of its range. Prefers others. | 2004-04-08 | |
| WEAK BUY | | Nokia | NOK-N | 17.100 | Reported disappointing results on the back of disappointing handset sales. Margins are dropping. Risk/reward is OK, but you have to be patient. | 2004-04-08 | |
| DON'T BUY | | Symantic Corp | SYMC-Q | 41.850 | A very good Company. Valuations are a little high. Wait for a better entry point. | 2004-03-02 | |
| HOLD | | OpLink Communication | OPLK-Q | 2.680 | A competitor to JDS Uniphase. Has a ton of cash at about $1.50 a share. Has moved to the cheapest parts of the world for its manufacturing. There is a large holder who is a deemed seller, so don't expect it will move a lot higher. | 2004-03-02 | |
| TOP PICK | | Microtune | TUNE-Q | 2.820 | An overlooked stock with a good risk/reward. They have all the intellectual property a round digital tuners which are going to be required by 2007. Outstanding litigation and SEC investigation but new management should be able to handle. | 2004-03-02 | |
| DON'T BUY | | Lucent Technologies | LU-N | 4.120 | Coming out of the worst of the downtrend and the increase in telecom spending we are saying some right sizing. Prefers Nortel from a product and market perspective. | 2004-03-02 | |
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