Barron's Take On Technology Stocks 12-15-2007
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Date updated:12-16-2007

Barron's interviewed a few money managers and asked them for their take on technology stocks. This portfolio highlights these manager's opinions on some technology names.

symbol name last price % change open
  • +
  • GOOG
    Google Inc.
  • $569.964
  • -0.53%
  • $569.99

But Integral is finding plenty of stocks to buy and a variety of themes to play. It is bullish on Internet advertising, for instance, and has sizable positions not only in Google (GOOG), but also Korea's NHN and China-based Baidu (BIDU).

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • GOOG
    Google Inc.
  • $569.964
  • -0.53%
  • $569.99

But Integral is finding plenty of stocks to buy and a variety of themes to play. It is bullish on Internet advertising, for instance, and has sizable positions not only in Google (GOOG), but also Korea's NHN and China-based Baidu (BIDU).

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • BIDU
    Baidu
  • $427.59
  • -0.10%
  • $424.94

But Integral is finding plenty of stocks to buy and a variety of themes to play. It is bullish on Internet advertising, for instance, and has sizable positions not only in Google (GOOG), but also Korea's NHN and China-based Baidu (BIDU).

People owning BIDU also tend to own: AMATAMTAMXFMCNKRYRACKSTP

TheStreet.com Rating: B- What is this?

  • +
  • RIMM
    Research In Motio
  • $59.72
  • +1.50%
  • $57.84

Another Integral play: smartphones. Morris contends recent weakness in Research In Motion (RIMM) is overdone.

People owning RIMM also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B- What is this?

  • +
  • PALM
    Palm
  • $11.74
  • +0.95%
  • $11.40

Integral also owns Taiwan-based HTC, and they believe people are being short-sighted in their recent treatment of Palm (PALM), which he thinks could eventually be acquired and is potentially a "multi-bagger."

People owning PALM also tend to own: GMEGOOGHSYKONFLXNKEPBG

TheStreet.com Rating: E+ What is this?

  • +
  • INAP
    Internap Network
  • $3.78
  • +2.16%
  • $3.71

Morris says Integral's approach to the new year is "not to get too far out in front of ourselves," to stay wary of the macro factors early, but to look for stocks that "people have thrown away or ignored." He offers examples: Web-hosting company Internap Network Services (INAP); Sonus Networks (SONS)

People owning INAP also tend to own: EXPDJSDADSWSPARACATBWNGDVAX

TheStreet.com Rating: D What is this?

  • +
  • SONS
    Sonus Networks
  • $1.98
  • -1.49%
  • $2.02

Morris says Integral's approach to the new year is "not to get too far out in front of ourselves," to stay wary of the macro factors early, but to look for stocks that "people have thrown away or ignored." He offers examples: Web-hosting company Internap Network Services (INAP); Sonus Networks (SONS)

People owning SONS also tend to own: ECGISLJB.PKSYMCPDCPFERFMDAFFX

TheStreet.com Rating: D What is this?

  • +
  • ORCL
    Oracle Corporatio
  • $22.34
  • -0.22%
  • $22.28

He responded to the selloff by ratcheting up his stake and by adding to his holdings in Oracle (ORCL), which also sold off on the Cisco news.

People owning ORCL also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B+ What is this?

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