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He has been anti- Nortel for the last few years, but is softening his outlook. Not as negative as he was.Tough industry to be in. Believes the stock is closer to the bottom but there are better places to be.

He likes it and has owned it. Company has done well in emerging market.They have had growth in Japan and China. Pushing with retail strategy and selling units through Walmart.

He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.

It is leveraged to global economy. The company has the whole system approach. Predicts 15-20% upside from here.

It has a global market. Sells consumer electronic devices. Services are good for consumers and therefore consumers are loyal to the company.

Large global tech stocks-Global economy is strong. Corporate profits are still good in the US. There is growth in cell phones, consumer electronics, flat panel screen and PC's. Recommends having 12-15% of a typical portfolio in global tech stocks.(min. 5%, max. 20%)

He likes the stock. It has been flat for a while. There is some concern that technology is moving away from Microsoft. However, Halo 3 and Office Suite have done well. The company has done well, they are well positioned good cash, good evaluation and aggressive with awarding shareholders.

They have had a tremendous run. He did own it and got out a little too early. Company is doing a great job. May be hard to get 8-10% return if entering now. Recommends entering below 80.

This is a good early stage technology Can. company. Provides hardware and software for deep packet inspection. He is becoming a believer in this company. Careful on evaluation. Hang on to it if you own it.

(Down 9.4% since Dec. 2006) Tough holdings for them. They got the business right but the stock wrong. The company has had management issues and was delisted as well. He continues to hang in there.

(Up 23%, Dec. 2006)He is still holding and expecting good things. Still likes it.

(Up 3% since Dec 2006)It is a very volatile stock. The company is #2 for MPV players. They have all core patents. They are retailers as well as manufacturers. Well positioned company.

The company is executing well but going through litigation. The stock is close to fair value and just hit 52 week high. Not a good time to buy . Continue to hold if you own.

They do input/output high speed systems. Recommends passing for now until they build a sustainable business model.

Company involved in fibre optics for the flat panel industry. Stock is below fair value. This is a decent entry point. Outlook is strong.