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Tara Hedlund, portfolio manager at Turner Investment Partners, and Roger Kay, president of Endpoint Technologies, think so -- and they told CNBC which stocks will enjoy the tech renaissance.
Hedlund pointed to Cisco Systems [CSCO
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] as a positive weather-vane for the sector: "We were quite encouraged by the action in Cisco after its earnings call," she said.
She noted the attractive valuation, low debt and high cash levels currently found in such big-cap tech firms as Oracle [ORCL
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].
Kay recommends companies able to utilize "Web 2.0 capabilities." Specifically, he likes VMware [VMW
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], Apple [AAPL
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], Google [GOOG
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], eBay [EBAY
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] and Amazon.com [AMZN
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].
- These four sectors will be the next to lead the market.
- Zhu Zhu Pets are this year's must-have toy, fetching $40 or more on eBay.
- From the why-didn’t-I-think-of-that file, we present Jason Sadler, a man whose job is wearing T-shirts.
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- "The Who" will be the halftime act for Super Bowl XLIV on Feb. 7 in Miami. Is the NFL behind the times?













