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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST

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To: robert b furman who wrote (3618)4/22/2006 3:26:12 PM
From: Jerome  Read Replies (2) of 3813
 
Hi Bob, I don't believe that analysts have the impact that they has a few years back. The myopia of Jack Grubman cured a lot of that.

Look at GM .....was downgraded by a whole host of analysts and the folks at CNBC never let a day pass without taking about GM and bankruptcy (Maria B.) in the same sentence.

For my money the best tech plays available today are AMAT, NVLS, HPQ, and for later in the year INTC. If you consider auto's high tech then add GM to the list.

Note...I'm long all of these stocks and intend to stay that way.
All are in the Green but INTC.

Take Care...Jerome
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