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Canaccord's list of tech stocks to avoid in 2012 includes 3 black sheep - RIMM, NFLX, and PWAV -...

Canaccord's list of tech stocks to avoid in 2012 includes 3 black sheep - RIMM, NFLX, and PWAV - but also features INTC, ERIC, and INTU. The firm thinks Intel's inventory troubles will be worse than expected; views Intuit's current valuation as steep, given the risk of prolonged SMB demand weakness; and is worried about the margin pressure Ericsson will face due to sales mix and macro issues;
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