The News Issue Week Day

RICH AMERICA, POOR AMERICA The split nature of today's economy has been great for stock like Coach, tough for ones like Wal-Mart. Why that won't change much, even as the Democrats gain clout in Washington. he New IBM

Big Blue's shareholders have been blue for the past few years. But the tech giant has a new strategy, focused on software. Best of all, it's working.

Randall Forsyth The buck may be real loser in Iraq ...

Review&Preview A vote keeps ASMI intact. Going more nuclear ...

Storming Ahead, After run-up, a few insurers look good ...and Direct TV

Smooth Style Polo stock will stay in fashion ...

Follow the Leaders Copying smart stockpickers is one way to build a best-ideas portfolio, and it saves on management fees. A look at Oracle, Sears, AutoZone,Wendy's and other top holding of five closely watched hedge funds ...

Coming Spinoff Duke Energy's powerful idea ...

The New Big Blue Cover Story: IBM investors may soon be smiling like CEO Palmisano, as Wall Street comes to realize that Big Blue's reinvention as a software giant gives it a steadier, more profitable business with plenty of potential for further improvement ...

Spreading Joy The four rules of good giving ...

Technology Trader Microsoft stock could be ready for takeoff, now that new version of Vista and office have launched ...

13 Great Gadgets Our pick for sleek and sophisticated gadget gifts include Sony TAV-L1 all-in-one home theater, a digital SLR camera, Logitech's Harmony 1000 universal remote ...

Friday

Review (Dow Indicator) 1

Dow Indicator

Dow Industrials 12002.37 +41.86
Dow World Index 262.26 +2.10
10-Year Treasury Bonds 4.79 -0.02



- Richard Bernstein

Chief investment strategist. Merrill Lynch

"I would doubt that. However, larger-cap tech compa­ nies are well worth looking at. FDr the past four months, we've been big fans of larger-cap, higher­ quality tech companies."

- Jason Trennert

Founder. Strategas Research Partners

"There was an intergalactic bull orbit in tech stocks in the late 1990s that was a once-every-three-genera­ tions event. I don't think there's any hope that we get back there. But are tech stocks likely to outper­ form? My answer is yes."

- Keith Wirtz

President and chief investment officer. Fifth Third Asset

Management "The Nasdaq had its moment in time, almost an anomaly moment, and we don't have those frenzied moments very often. We \vill reach 5000 at some time ... maybe within the next decade. But slowly, on fundamentals, and a very different PIE ratio than 6lhyears ago."

- Ken Tower

Chief Market Strategist. CyberTrader, a unit of Charles Schwab

"I'm very impressed by the fact that the Nasdaq could get back to its April high [of 2370.88J. I wasn't sure we'd even get that far."
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Complete Archive Desember 2006

The New Cisco As technologies like Internet video take off, Cisco Systems, the king of computer networking, will be among the biggest winners. Why its shares could rally another 15%.

Survivor! GOP Will Hang On Despite a profusion of predictions to the contrary, the Republicans will keep control of Congress through just barely. So says our highly reliable seat by seat analysis of local political funding.

The New IBM Big Blue's shareholders have been blue for the past few years. But the tech giant has a new strategy, focused on software. Best of all, it's working.