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Technology Stocks : Full Disclosure Trading

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To: Sultan who wrote (7367)	12/30/2003 1:50:02 PM
From: Sam Citron	Read Replies (1) of 13403

OT FWIW, here's the list of the top 4 Wall St Week panelists' picks for 2004: Laszlo Birinyi, President, Birinyi Associates 1. Liberty Media (L) 2. Sun Microsystems (SUNW) 3. Cendant (CD) 4. Western Digital (WDC) 5. Washington Mutual (WM) 6. Tenet Healthcare (THC) 7. Interpublic Group (IPG) 8. Freddie Mac (FRE) 9. Coca-Cola Enterprises (CCE) 10. CountryWide Financial (CFC) Lou Holland, Chief Investment Officer, Holland Capital Management 1. Kohls (KSS) 2. Pfizer (PFE) 3. FirstHealth Group (FHCC) 4. Viacom (VIAB) 5. Affiliated Computer Services (ACS) 6. Weight Watchers Int'l (WTW) 7. Willis Group (WSH) 8. Countrywide Financial (CFC) 9. American International Group (AIG) Barbara Marcin, Portfolio Manager, Gabelli Blue Chip Value Fund 1. Cendant (CD) 2. AES Corporation (AES) 3. El Paso (EP) 4. Honeywell (HON) 5. Liberty Media (L) 6. First Energy (FE) 7. Dow Chemical (DOW) 8. Wyeth (WYE) 9. Sirius Satellite (SIRI) 10. XMSR (XMSR) Roger McNamee, Co-Founder, Integral Capital Partners 1. Seagate (STX) 2. Cisco (CSCO) 3. Business Objects (BOBJ) 4. Intuit (INTU) 5. Flextronics (FLEX) 6. Motorola (MOT) rukeyser.com And here are the picks they made last year that got them here: [Click on a name for their 2003 picks] rukeyser.com Caveat: past performance is not a consistent indicator of future success. Get well soon, Lou! Anyone care to do our own 2004 contest?

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