Buying Cognicase is a good merger. This sector should be the first in the techs to come back.

(Was a top pick on May 3. Down 19%.) Still likes. Leading security software provider. Being Israeli has created pressure on the stock.

(Was a top pick on May 3. Up 7%.) Still likes. Good franchise.

(Was a top pick on May 3. Up 19%.) Still likes. Has a great growth profile.

Advertising should move up, especially in 2004. Good price.