trey,
According to wsj, TK issued a report Thursday that forecasts an eventual
move away from the personal computer as the industry's focal point.
The report, which summarizes a larger document being sent to clients, lists
11 technology trends and 22 stocks that should benefit from them.
The firm said it sees a shift in the industry away from personal computers
as the driver of computer-hardware growth. In semiconductors, there will
be a move from PC-centric chips toward those that power
communications devices, according to the report.......
Further, according to the report, the next hardware category will be
appliances, "representing a shift from general-purpose to specialized
computing." Network Appliance Inc. and Sun Microsystems Inc. are two
companies that will benefit here, according to the report.
Tough times in the chip equipment industry will likely result in
consolidation, especially given the low valuations of some of the smallest
companies in the sector. Brooks Automation Inc. is one company likely to
benefit from this trend, Merrill Lynch said.......
ps:1. But looking at most his picks' performance today, not many are
listening to him any more.
2. Are you still long on ORCL? ORCL got big contract from Belgium over
MSFT this morning.
InSook |
