The First Cut: Hot Technology Stocks
Company (Exchange: Ticker) Price
Change
YTD
(%)
Historical
Growth Rate
(3 Year)
Est EPS
Growth
Rate
(3-5 Yr)
(%)
P/E
Ratio
(X)
Quarterly
EPS
Surprise
Market
Cap
($ Mil)
Description
Sales
(%)
EPS
(%)
Surprise
(%)
Surprise
Date
First Solar, Inc. (M: FSLR) 354.8 248.1 29.6 90.0 163.5 133.3 Jul 31 9,821 semiconductor tech for solar
Baidu.com, Inc. (ADR) (M: BIDU) 186.6 174.3 126.3 52.9 192.3 25.6 Jul 25 10,965 Chinese Internet search
Garmin Ltd. (M: GRMN) 104.8 45.7 42.0 19.5 38.0 35.1 Aug 1 24,695 GPS devices
Apple Inc. (M: AAPL) 97.1 46.0 193.3 22.6 47.2 27.8 Jul 25 145,451 PCs & related; iPods
Juniper Networks, Inc. (M: JNPR) 96.0 48.6 (178.3) 18.6 77.3 0.0 Jul 18 19,085 Internet protocol solutions
Shanda Interactive (M: SNDA) 71.9 40.2 20.8 33.3 16.3 16.7 Aug 27 2,667 on-line games in China
Avnet, Inc. (N: AVT) 70.3 15.2 63.7 16.6 16.6 6.6 Aug 8 6,516 electronic component distrib
Ciena Corporation (M: CIEN) 64.1 25.8 26.0 20.8 65.9 32.3 Aug 30 3,909 communications network equip
Mindray Medical Int'l (N: MR) 61.2 48.7 46.2 34.2 66.5 20.0 Aug 6 4,076 medical devices in China
salesforce.com, inc. (N: CRM) 56.5 73.0 (26.0) 42.8 nmf 200.0 Aug 15 6,665 customer mgmt services
Siliconware Precision Ind. (M: SPIL) 53.2 27.7 39.3 18.3 16.0 5.3 Aug 2 7,094 semiconductor pkg & test servs
WebMD Health Corp. (M: WBMD) 48.8 32.1 31.4 30.0 283.6 80.0 Jul 31 3,404 on-line health info
Microsemi Corporation (M: MSCC) 46.9 23.4 115.4 21.9 262.5 8.3 Jul 26 2,212 integrated circuits & semicond
Cerner Corporation (M: CERN) 40.8 18.0 31.4 25.3 42.4 0.0 Jul 24 5,092 healthcare info tech & devices
Intersil Corporation (M: ISIL) 33.5 13.4 37.2 17.7 31.3 0.0 Jul 18 4,251 integrated circuits
ARM Holdings plc (ADR) (M: ARMHY) 29.7 27.2 35.7 16.5 63.1 0.0 Jul 26 4,141 microprocessors & develp tools
Amphenol Corp. (N: APH) 28.4 25.9 33.1 19.5 23.9 2.2 Jul 18 7,121 fiber optic connectors
Alliance Data Systems Corp. (N: ADS) 27.5 24.1 41.5 17.4 34.2 3.6 Jul 18 6,270 marketing solutions
FactSet Research Systems (N: FDS) 27.4 23.6 23.0 18.3 33.6 3.6 Sep 25 3,516 global financial & econ info
Autodesk, Inc. (M: ADSK) 25.6 24.6 31.8 15.5 37.6 2.3 Aug 16 11,770 design software & servs
Hewlett-Packard (N: HPQ) 25.2 7.9 37.8 13.7 20.9 7.6 Aug 16 132,899 PC devices & servs
Silicon Laboratories (M: SLAB) 19.5 12.6 (14.4) 18.3 147.9 13.0 Jul 25 2,283 integrated circuits for electronics
Dell Inc. (M: DELL) 13.7 11.3 4.7 12.9 22.6 3.2 Aug 30 64,809 computer systems & servs
AVX Corporation (N: AVX) 12.6 9.7 50.9 13.5 18.3 0.0 Jul 26 2,864 passive electronic components
Adobe Systems (M: ADBE) 12.2 25.8 14.7 13.7 40.8 9.8 Sep 17 26,463 diversified software company
SAIC, Inc. (N: SAI) 11.0 12.4 18.1 12.1 7.2 14.3 Sep 6 2,530 systems & tech servs to govt
Analog Devices, Inc. (N: ADI) 10.6 7.9 23.8 17.6 23.3 2.8 Aug 21 11,318 integrated circuits
Neustar, Inc (N: NSR) 10.1 43.9 53.5 19.2 38.8 4.3 Aug 2 2,729 communic clearinghouse servs
Agilent Technologies Inc. (N: A) 7.9 3.6 42.1 14.0 28.1 (2.0) Aug 14 14,538 electronic measurement
Vishay Intertechnology (N: VSH) 6.6 5.9 62.5 13.6 18.3 (10.3) Aug 2 2,689 passive electronic components
Sources: AAII's Stock Investor Pro, Reuters Research, Inc., I/B/E/S; Data as of 10/12/2007.
Exchange Key: M=NASDAQ; N=New York Stock Exchange.