market is moving back to the tech leaders of 2000. orcl,msft,csco,jnpr,qcom all are moving up. IBM sold lenovo pc unit,still being valued as a hardware company when in effect it has evolved into a software and services company. Originally recommended at $86/sh. Recently company announced that they has bought back 12% of shares outstanding.($12 billion dollars!)

Company is a leader in an emerging indusry. Web-optimization software. Has 35% organic growth rate. Has new mgmt. Company has PE of around 19,(72 cents proforma 2007 earnings estimates), PEG ratio of around .60,P/S around 3. Catalyst-Company involved in lawsuit with Netratings(bought out by Nielsen), Lawsuit brought by Netratings has been settled against other companies in industry. Recommended at $13.77/sh. Changed name from Webside Story, only real competition is OMTR and UNCA.

Play on industrial metals and metals used in building infrastructure. A play on copper and zinc. Company recently split 3/2 and has 30% revenue and earnings growth. Company can earn .60-.70 post split. Company now has institutional following. Has recently consolidated from around $11/share to a recent $7.50 low. Th company so far has been able to pass on price increases to customers. Has 98/99 IBD ranking.

Among ways to pay emerging streaming video market. Has agreements with Adobe Flash and collects royalties from websites wanting to offer streaming video. Merging with Hantro. Stock has had run from .85cents to as high as $4 and is consolidating.(Recently as low as $2.50). Now trading at around $3.

Play on skateboarding/alternative sports. Business is picking up at customers such as PSUN. Seems like teen retailer space with companies like AEOS,ANF,ARO,ZUMZ and VLCM all strong in down market. Recommended $30/sh. Currently $49 and still like, teen demographic good group to sell to. Teenagers have disposable income from parents and the time to enjoy alternative sports like skateboarding, rollerblading, surfing... Largest cusomer is Pacific Sunwear(PSUN) and looks like their inventory correction has abated.

Another fiberoptic play which beat estimates and raised guidance last qtr. Business should increase with Verizons FIOS services and VOD. Recommended at $28.25/sh. Stock currently $36/share, earnings and revenues have been coming in above estimates, would look at again in $30-32 range.

play on lower oil prices not "baked" into price of the stock. huge room for expansion. only around 130 restaurants nationwide. in middle of stock options investigation, when over stock moves. Recommended at $27/sh.

Property & Casulty insurer that has investments portfolio. Company benefitted by rising rates and premiums and a quiet hurricane season in 2006. Stock in meantime almost at year low, trading at $32.50. Trading at less than 10X current earnings, Has PEG ratio of .73 which is less than competitor ALL.