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Trading 2010 - The Next Computer Breakthrough

Looking for insights into the hot trades for next year? Pete Najarian looks ahead to the smartest tech plays!

You didn’t know we had a crystal ball did you? Oh dang! It fell onto the floor and shattered into a thousand pieces.

Well, here’s what we thought we saw – following is a glimpse into the past as well as the future – that’s right the future, at least the way we think it will play out.

1993: Microsoft windows becomes the most popular operating system in the world, with more than 25 million users

1997: Office 97 becomes the fastest selling business application in PC history

2010: The year Microsoft got "control - alt - deleted" by Google!

For decades, consumers and companies across the globe forked over hundreds of dollars for a single license of Microsoft's newest software.

That is, until Google started giving it away - for free. And that's when the clouds rolled in. The first blow came in 2006, with the quiet launch of "Google docs" - a word processor that was collaborative, web based, and cost nothing.

But in 2010, Google went for the jugular, launching Chrome OS, a free operating system that broke Windows stranglehold and set off a consumer craze for tiny, nimble, $300 netbooks.

Windows 90% market share was shaken and left Steve Ballmer regretting he ever said, "so far, Google really has no proven track record of success outside the area of search.”

Much like its software, Google's stock is now "in the clouds" climbing back to its highs of over $700 -- while Microsoft shares continue to wade in the $30’s the same price it was at when windows '98 hit stores.

Pay for software? That's so 2009.

With 2010 in the books, where was your money?

I do think everything mentioned above actually happens, says Joe Terranova.

Read More:

> Trading 2010 – Gadgets


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Trader disclosure: On December 7th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (BTU), (NUE); Seymour Owns (CHL), (AAPL), (BAC), (GE), (MSFT); Najarian Owns (AAPL) Calls; Najarian Owns (BAC) Calls; Najarian Owns (DD), Owns (DD) Calls Spread; Najarian Owns (GE) Calls; Najarian Owns (INTC), Is Short (INTC) Calls; Najarian Owns (TXN), Is Short (TXN) Calls

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For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (CLB)
Virtus Investment Partners Owns More Than 1% Of (DLR)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)

Virtus Investment Partners Owns More Than 1% Of (UA)

For Brian Kelly
Kelly Owns (FXY) Puts
Kanundrum Capital Owns (TBT)
Kanundrum Capital Is Short (FXY)
Kanundrum Capital Is Short (FXF)
Kanundrum Capital Is Short (FXB)

For Jim Suva
Citigroup Global Markets Employees Own (RIMM)
A Citigroup Global Markets Employee Owns (GLW)
Citigroup Global Markets Or Affiliates Owns 1% Or More Of (RIMM), (PALM)
Citigroup Global Markets Has Received Investment Banking Compensation From (MOT) In Past 12 Months
Citigroup Global Markets Or Affiliate Received Non-Investment Banking
Compensation From (MOT), (GLW), (PALM) In Past 12 Months
(MOT) Is Or In Past 12 Months Was An Investment Banking Client Of Citigroup Global Markets
(MOT), (GLW), (PALM) Are Or In Past 12 Months Were Clients Of Citigroup Global Markets (Non-Investment-Banking, Securities-Related)
(MOT), (GLW) Are Or In Past 12 Months Were Clients Of Citigroup Global Markets (Non-Investment-Banking, Non-Securities Related)
Citigroup Global Markets Or Affiliate Received Compensation From (MOT) In Past 12 Months
Citigroup Global Markets Is A Market Maker In (RIMM), (PALM)
Citigroup Global Markets And/Or Affiliates Has A Significant Financial Interest In Relation To (GLW), (MOT)

For Craig Berger
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ONNN)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (INTC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (NVDA)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MRVL)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (LLTC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MXIM)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ATML)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (LSI)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (SLAB)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (MSCC)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (QCOM)
FBR Capital Markets Is A Market Maker Or Liquidity Provider For (ATHR)


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