| TOP PICK | | Hyperion Solutions Corp. | HYSL-Q | 38.060 | Good at consolidating financial metrics for presentation to the CFO. In an area that is fast-growing. Has a lot of cash. Very cheap compared to Cognos. | 2004-08-19 | |
| TOP PICK | | BEA Systems | BEAS-Q | 6.560 | In the long-term, a bit uncertain. It should really get consolidated. In the short-term however, it has been oversold. For the 2nd half of the year should see a little boost in the stock. | 2004-08-19 | |
| TOP PICK | | Texas Instruments | TXN-N | 19.850 | A clear leader. Stock has been under pressure because of the wireless side. Inventories are high. Trading at a low multiple now. | 2004-08-19 | |
| DON'T BUY | | Lexar Media Inc. | LEXR-Q | 5.460 | There will be a lot of margin pressure on this stock because there at the mercy of the big chip manufacturers. | 2004-08-19 | |
| DON'T BUY | | BrocadeCommunication Sys Inc | BRCD-Q | 4.850 | Unfortunately, it's in a commodity market so it's difficult for them to make any excess returns. Treat as a trading stock but don't hold as a long-term stock. | 2004-08-19 | |
| BUY | | UTStarcom | UTSI-Q | 16.190 | Most of its revenues are based in Asia. Using technologies that are very proprietary to UTStar.com like past wireless technology which is good for emerging markets. A lot of red flags in terms of their numbers. Should be a fast-growing company. | 2004-08-19 | |
| DON'T BUY | | Veritas DGC Inc. (US) | VTS-N | 21.660 | They have had fairly predictable numbers until the last quarter. Businesses that should be growing quickly are not growing quickly so there depending on their old businesses. | 2004-08-19 | |
| BUY | | Scientific Atlanta | SFA-N | 28.250 | 75% of their business is set-top boxes so from a long-term perspective, it will be a good stock to own. In the short-term, should see some upside in the Japanese market. A very controversial name right now. | 2004-08-19 | |
| WAIT | | Nokia | NOK-N | 11.780 | Making steps to new product line. Might want to buy in fourth quarter | 2004-08-19 | |
| BUY | | IBM | IBM-N | 84.890 | Weakness in the last couple of quarters because of a slowdown in their service side. Starting to see some pick up in micro electronics where their will be better margins. Good entry point. | 2004-08-19 | |
| VAGUE | | Microsoft | MSFT-Q | 27.120 | Known as fast follower. Company will still do well but it would be difficult to find new market. | 2004-08-19 | |
| BUY | | Celestica Inc | CLS-T | 19.250 | Very disappointing in the last few weeks. Should do well. Its end markets are doing well. Margins are very weak right now. High inventory is creating problems but this should be cleared up in the next few quarters. Valuation is very compelling. | 2004-08-19 | |
| DON'T BUY | | Checkpoint Systems | CKP-N | 15.700 | Has a lot of competition. They are really a firewall and VPN Company and are expanding into a full and two and security solution for enterprise. Have to wait to see if they will be successful. | 2004-08-19 | |
| BUY | | Manhattan Associates Inc. | MANH-Q | 24.100 | For a play in RFID (radio frequency identification) this is one of the larger companies. There is no pure play in RFID. | 2004-08-19 | |
| HOLD | | EMC Corp | EMC-N | 10.600 | Clearly the leader in high-end storage. Fairly priced at this point. A good long-term hold. | 2004-08-19 | |
| WEAK BUY | | Dell Computers | DELL-Q | 34.700 | On company fundamentals, this is an ideal company. A low-cost producer. Likes of for the long term. On a valuation basis, it is fully priced at this point. | 2004-08-19 | |
| WEAK BUY | | Apple | AAPL-Q | 30.710 | Very cheap. It needs to get itself out of a niche market. Good evalution. | 2004-08-19 | |
| DON'T BUY | | Sun Microsystems | JAVA-Q | 3.650 | The company has an issue with long term strategy. Their long term strategy is in disarray. | 2004-08-19 | |
| DON'T BUY | | Cisco | CSCO-Q | 19.100 | They were building inventory in the last sector. They have too much supply, which is a red flag in stockmarket. Demand is still ok. | 2004-08-19 | |
| DON'T BUY | | Q-Logic | QLGC-Q | 24.350 | Makes cards that go into computers. Under a lot of pressure. | 2004-08-19 | |
| WEAK BUY | | ATI Technologies | ATY-T | 19.060 | Have done a good job in last couple of years. Expections are fairly high in short term. | 2004-08-19 | |
| WATCH | | Nortel | NT-T | 4.850 | Not his preference. It's a pure play in wireless. | 2004-08-19 | |
| WEAK BUY | | Advanced Micro Devices | AMD-N | 11.750 | In competition with Intel. Has never made a really good return on investment. In the short term, it has been beaten up because Intel is entering the flash memory space. Might be some trading opportunities on this one. | 2004-08-19 | |
| BUY | | Research In Motion | RIM-T | 76.530 | Expectations are high for upside. Overall, it is a premeire name in the smart phone network. Do not see competitors catching up anytime soon. | 2004-08-19 | |
| STRONG BUY | | Microsoft | MSFT-Q | 28.390 | There is benefit from them buying back shares. There's also a reacceleration of their business. | 2004-06-24 | |
| BUY | | Intel | INTC-Q | 27.950 | Will see gross margin expansion in the back half of the year. Things look pretty good. Longer term, the company has to transition from a manufacturing company to more of a design company. | 2004-06-24 | |
| TOP PICK | | Acxiom Corp | ACXM-Q | 24.500 | A very good, high profitable business. Have recently restructured to scale the business better. Pipeline looks very strong. Limited competition. | 2004-06-24 | |
| DON'T BUY | | Sun Microsystems | JAVA-Q | 4.280 | An inexpensive stock, but there are issues with the company. Struggling to find out what's working. Wait to see some traction in one of the areas. | 2004-06-24 | |
| WEAK BUY | | Texas Instruments | TXN-N | 24.110 | Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side. | 2004-06-24 | |
| WEAK BUY | | Nokia | NOK-N | 14.130 | Has been struggling lately. The issue is, do they have a product strategy that is viable. Response has been underwhelming on their new products. OK 6/12 months out. | 2004-06-24 | |
| TOP PICK | | Accenture Ltd. | ACN-N | 27.420 | Better consulting revenues which are high margin. Bookings are fairly strong. | 2004-06-24 | |
| BUY | | Q-Logic | QLGC-Q | 27.350 | Disappointed last quarter and has been battered. Should do reasonably well going forward. | 2004-06-24 | |
| WATCH | | Applied Materials | AMAT-Q | 18.870 | Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock. | 2004-06-24 | |
| DON'T BUY | | Qualcom | QCOM-Q | 68.680 | Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock. | 2004-06-24 | |
| TOP PICK | | ATI Technologies | ATY-T | 24.650 | The first half of the year was all about PCI express but the second half is going to be about DTV and hand sets with higher margins during | 2004-06-24 | |
| BUY on WEAKNESS | | RF Micro Devices | RFMD-Q | 7.350 | Very cautious on the wireless industry right now. Highly volatile. Treat as a trading stock and buy when it is very weak but sell when it goes up. | 2004-06-24 | |
| DON'T BUY | | Broadcom Corp. | BRCM-Q | 44.950 | The stock has been strong for so long and is probably getting close to the end of it. | 2004-06-24 | |
| DON'T BUY | | BEA Systems | BEAS-Q | 8.060 | It used to be the clear leader in their area, but there are many alternatives in this space. A lot of competition. | 2004-06-24 | |
| BUY | | Celestica Inc | CLS-T | 26.500 | Doing quite well. Have done a lot of restructuring. There is an opportunity for operating margins, which have been depressed, to come in line with the group at about 4/5%. Trading at only a 20 multiple. | 2004-06-24 | |
| DON'T BUY | | Genesis Microchip | GNSS-Q | 13.480 | Has been under pressure because the real market is the LCD drivers for LCD TV's and monitors which have been taken off as expected. Samsung is reducing prices which should create volumes and will be good for them. Technology is easily copied. | 2004-06-24 | |
| BUY | | Intel | INTC-Q | 26.430 | The guerrilla in the semiconductor space. Very good at manufacturing and they're ramping up their latest manufacturing capabilities. Concede margin expansion. Some inventory buildup. | 2004-05-07 | |
| BUY | | ATI Technologies | ATY-T | 20.590 | Took the lead from NVIDIA with their new graphic core. Have increased their distribution channels. | 2004-05-07 | |
| BUY | | Texas Instruments | TXN-N | 25.420 | Very well-positioned in a lot of the growth areas. Have dropped quite a bit because of the fears that Nokia their orders. Good price. | 2004-05-07 | |
| BUY | | Motorola | MOT-N | 18.730 | Had a fabulous quarter. The big question, is it sustainable. A reasonable entry point. | 2004-05-07 | |
| DON'T BUY | | Nokia | NOK-N | 13.880 | Has had a big pullback on its market share. It will eventually turn around, but it could be quite a while before they come out with a new product line. | 2004-05-07 | |
| TOP PICK | | Microsoft | MSFT-Q | 25.780 | For people who want a safer name in the attack space. Had issues with unearned revenues but that is now out of the way. Reasonable valuation. | 2004-05-07 | |
| BUY on WEAKNESS | | IBM | IBM-N | 88.190 | Like it for the long-term because it is a uniquely positioned company. Vertically integrated. Trades in a very narrow range. Reasonable entry point but you can wait for little bit more weakness. | 2004-05-07 | |
| DON'T BUY | | Zoran Corp | ZRAN-Q | 16.960 | Very competitive space. Acquired a company and is expanding into other areas. | 2004-05-07 | |
| WEAK BUY | | Nortel | NT-T | 5.450 | Stated that while they'll be restating financial statements, revenues/cash will not be affected. The big impact going forward is the impact of growth margins which would affect earnings. Speculative. | 2004-05-07 | |
| TOP PICK | | Amkor Technology Inc | AMKR-Q | 9.240 | Very volatile. Treat as a trading stock. Was hit based on poor guidance and poor margins. 8 X earnings. | 2004-05-07 | |
| BUY | | Vitesse Semiconductor Corp | VTSS-Q | 5.110 | Like the group it's in. A growing area. | 2004-05-07 | |
| WEAK BUY | | Corning Inc | GLW-N | 11.570 | Its weakness is because of the overall weakness in the tech area for the last few months. A leader in a lot of areas. A long-term hold. | 2004-05-07 | |
| BUY | | Oracle | ORCL-Q | 11.400 | The leader in database technology. Introducing new products that are getting the eye of the customer because they are able to scale in a big way. | 2004-05-07 | |
| BUY | | Cisco | CSCO-Q | 17.240 | Likes, but a bit leery of valuations. Made a nice acquisition of LinkSys. | 2003-06-23 | |
| BUY | | Celestica Inc | CLS-T | 21.580 | Love the company and its financial discipline. The issue is the valuation. Would buy at $17/18. | 2003-06-23 | |
| DON'T BUY | | Applied Materials | AMAT-Q | 15.590 | Expect peak earnings would be about $1.50. Doesn't see a lot of upside. Value could be about $15. | 2003-06-23 | |
| DON'T BUY | | HP Interactive CP | HP-T | 1.500 | Be cautious. Has never seen a Canadian company that has been successful as a cross product distributor. Can't see much growth opportunity. | 2003-06-23 | |
| DON'T BUY | | Nortel | NT-T | 3.820 | Prefers Lucent. Could drop further. | 2003-06-23 | |
| TOP PICK | | Yahoo! | YHOO-Q | 31.520 | Great management. Thinks there will be an uptick in advertising in the next 12 to 18 months. Try to buy in the $25/26 range. | 2003-06-23 | |
| WEAK BUY | | ATI Technologies | ATY-T | 11.330 | Earnings should be good, but in the long term Nvideo will come back. OK For the short term. | 2003-06-23 | |
| WEAK BUY | | Lucent Technologies | LU-N | 1.930 | Would buy under $2. Will be a survivor. Not expecting big growth. | 2003-06-23 | |
| WEAK BUY | | Take-Two Interactive Softwar | TTWO-Q | 28.310 | A one trick pony. Cheap. Would buy in the mid to high $20's. | 2003-06-23 | |
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