jonreagan

8 Tech Stock Picks for 2008

Thanks for a very good and informative article....nice to see someone try to identify tech opportunities outside of the usual suspects of AAPL, GOOG, RIMM, INTC, etc.....the high profile names are always subject to suspicious "downgrades" and gaming, especially just before earnings announcements.

The only one of your picks I'd be nervous about is Amazon....because it's a retailer. In spite of its annoucement of "its best year ever"--which I don't doubt--it's unfortunately a great stock in a bad neighborhood. Same dynamic is happening in financials as GS gets trashed along with shit-houses like Citi, Bear Stearns, Countrywide, etc. Nobody said markets were rational.