"Its forward-looking P/E of 32.7 is lower than Amazon's 57.3. She also predicts that Google will offer its own wireless-phone handset. Shares traded around 669 on Thursday, but Shah sees them climbing to 750."

"Nokia's American depository receipts, at 39, are still priced for growth at about 18 times forward-looking earnings. The emerging mobile Internet can only help Nokia."

"Pro forma operating margins, which better reflect cash flow, have jumped from single digits to about 24% in the past few years, she notes. Shah thinks they can hit the low 30s."

"At around 26 last Thursday, the stock is trading at 10.1 times forward earnings, and Diwan thinks it can hit 30-33 a share in the next 12 months."

"RS Funds isn't allowed to publish price targets, but Thacker says her fund's general goal is to double the value of its investments. GSI shares were trading around 24.71 last Thursday."

"Another of Thacker's e-commerce plays is Digital River (DRIV), an Eden Prairie, Minn., provider of online software delivery, which she likes for its valuation."

"Revenue is recognized upon implementation and delivery of the product -- rather than contract closing -- which provides more visible and consistent accounting for investors. The Street sees 2008 revenues growing about 25%. Thacker thinks that can continue. Shares were trading around 13.50 last week and the consensus price target is 16. Thacker believes that's low."