Chatter on the Street these days has everything to do with what's next in tech.
As you know, Fast trader Guy Adami always says, "playing tech is about individual names."
Need some ideas?
Not a prob. Gleacher analyst Brian Marshall has them.
Marshall tells the desk his favorite stock in the space in EMC.
”EMC is the best positioned enterprise infrastructure company to service the cloud,” he says. “Two areas driving growth are mobile internet trends and cloud computing so I think EMC is really well positioned.”
Marshall is also bullish F5 . "Fair value is $130 and if the get back to where they were and start beating expectations they could get to $150," he says.
And Marshall is constructive on H-P. Going forward he thinks the company "will focus on software, services and enterprise storage. Those have much higher margins then printing and computing. There should be an increased richness to the revenue mix." He goes on to say "I think the stock is a screaming buy in the low $40's."
Hear more from Marshall! Watch the video now!
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Trader disclosure: On March 9, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; eymour owns (AAPL); Seymour owns (FXI); Seymour's firm is short (FCX); ami Owns (AGU); Adami Owns (C); Adami Owns (GS); Adami Owns (INTC); Adami Owns (MSFT); Adami Owns (NUE); Adami Owns (BTU); Adami's wife works for (MRK); nerman's Firm Is Short (IWM); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (MDY); Finerman's Firm is short (XRT); Finerman's Firm is short (IJR); Finerman's Firm Is Long S&P Puts; Finerman's Firm Is Long Russell 2000 Puts; Finerman's Firm And Finerman Own (AAPL); Finerman's Firm Owns (BAC) Leap, Finerman Owns (BAC); Finerman's Firm Owns (BBY); Finerman's Firm And Finerman Own (BP); Finerman owns (C); Finerman's firm owns (FDO); Finerman's firm owns (GLW); Finerman owns (GM) leaps; Finerman Owns (GOOG); Finerman's Firm And Finerman Own (HPQ); Finerman's Firm Owns (IBM); Finerman's Firm Owns (JPM), (JPM) Leap; Finerman Owns (JPM); Finerman's firm owns (M); Finerman's Firm And Finerman Own (MSFT); Finerman's firm owns (TGT); Finerman's Firm Owns (WMT); rranova owns (VRTS); Terranova owns (C); Terranova owns (GS); Terranova owns (PNC); Terranova owns (USB); Terranova owns (JPM); Terranova owns (UPL); Terranova owns (ABT); Terranova owns (MS); Terranova owns (PBR); Terranova owns (BAX); Terranova owns (TEVA); Terranova owns (CVI); Terranova owns (RSX); Terranova owns (SU); Terranova owns (CNQ)
For Joe Terranova
Virtus Investment Partners Owns More Than 1% Of (ABAX)
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Virtus Investment Partners Owns More Than 1% Of (CCG)
Virtus Investment Partners Owns More Than 1% Of (CASS)
Virtus Investment Partners Owns More Than 1% Of (CSVI)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (FCFS)
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Virtus Investment Partners Owns More Than 1% Of (LDR)
Virtus Investment Partners Owns More Than 1% Of (LPHI)
Virtus Investment Partners Owns More Than 1% Of (NCRI)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLB)|
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (XLE)
Virtus Investment Partners Owns More Than 1% Of (XLF)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLK)
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For Brian Kelly
Accounts Managed By Kanundrum Capital Own U.S. Bonds
Accounts Managed By Kanundrum Capital own U.S. notes
Accounts Managed By Kanundrum Capital own Gold
Accounts Managed By Kanundrum Capital Own Silver
Accounts Managed By Kanundrum Capital Own Oil
Accounts Managed By Kanundrum Capital Own Nat Gas
Accounts Managed By Kanundrum Capital Own (EBAY)
Accounts Managed By Kanundrum Capital Own (FRO)
Accounts Managed By Kanundrum Capital are long the Canadian Dollar
Accounts Managed By Kanundrum Capital Are Short S&P futures
Accounts Managed By Kanundrum Capital Are Short USD
Accounts Managed By Kanundrum Capital Are short (XLF)
Accounts Managed By Kanundrum Capital Are Short (IXG)
Accounts Managed By Kanundrum Capital Are Short (XRT)
For Doug Kass
Seabreeze Partners Management Owns (PTP)
Seabreeze Partners Management Owns (YHOO)
For Brian Marshall
Gleacher & Company Securities, Inc is a market maker in (STEC)
Marshall has no disclosures on (EMC), (FFIV), (BRCD)
For Mike Khouw
Khouw has no disclosures on (DHI)
Comcast Is The Parent Company Of CNBC
Comcast Is The Parent Company Of NBCUniversal
GE Owns 49% Of NBCUniversal
GE Owns 49% Of CNBC
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