- Retail Sales Show Gain, But Manufacturing Gauge Slips
- Signs of Stability, but 'We're Not All Satisfied': GM CEO
- Weak US Housing Market Drags on Lowe's Profit
- Cisco Ups Tandberg Bid, Claims Over 40% Backing
- Stronger Yuan Needed for Global Rebalancing: IMF Chief
- Small US Cities Lose Luster in Downturn
- Devon to Sell its Gulf, International Assets
- How Much Do You Know About Green?
- Solar Energy Emerges From a Dark Period
- GM Cuts Losses—Plans Early Loan Repayment
- Schork Oil Outlook: Still Bearish Crude, But Skeptical
- Michelle Wie Wins, Now What?
- Taking a Page from Obama's Asia Agenda in Investing
- Warren Buffett to CNBC: 'I Haven't Bought American Express In Years'
- CNBC Video: Warren Buffett & Bill Gates - Keeping American Great
- U.S. Stocks Rally for the Second Straight Week
- Dollar is Not Plunging—So 'Calm Down': Market Strategist
- Strategists Say Markets Have More Upside — But How Much?
MOST SHARED
- U.S. May Wind Up Green With Envy
- Weak US Housing Market Drags on Lowe's Profit
- CNBC Video: Warren Buffett & Bill Gates - Keeping American Great
- BlackRock: Central Banks To Be Net Buyers of Gold
- Devon to Sell its Gulf, International Assets
- EADS Cautious on Full-Year Forecast after Earnings Dip
- Taking a Page from Obama's Asia Agenda in Investing
- Stronger Yuan Needed for Global Rebalancing: IMF Chief
- Signs of Stability, but 'We're Not All Satisfied': GM CEO
Text Size 
 |
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
Loading...
()
] 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
Loading...
()
].
Kay recommends companies able to utilize "Web 2.0 capabilities." Specifically, he likes VMware [VMW
Loading...
()
], Apple [AAPL
Loading...
()
], Google [GOOG
Loading...
()
], eBay [EBAY
Loading...
()
] and Amazon.com [AMZN
Loading...
()
].
Print
Email
- Where, what, how.
- Warren Buffett and Bill Gates spoke to Columbia students, and Buffett made the students a startling offer.
- For the chief of cable company Comcast, growth has been about making deals – generally very large deals.
- Some companies may start using insurance to shift carbon risk from their balance sheets to maybe... yours?
- The president and founder of Genesis Today wants to improve America’s health, and thinks Wal-Mart can help.
- If a terrible driver on your morning commute has you feeling like you want to scream, check this out.
Data is a real-time snapshot *Data is delayed at least 15 minutes