Next! A Quartet of Experts Name Their Best Six-Month Picks

 

Wednesday
Adam Lashinsky on the State of the Internet
Dan Colarusso on Internet Growth Projections
Katherine Hobson on E-tailers' Push for Profitability
Catherine Valenti on Ailing Internet Funds
Jamie Heller on Using the Net to Track Net Stocks
Thursday
Tracy Byrnes on the Frenzy Next Time
George Mannes on Self-Hating Dot-Coms
K.C. Swanson on Old Economy Winners
David Gaffen on Measuring the Internet Economy
Friday
Ian McDonald on 'Butterfly' Companies
Justin Lahart on Real Net Valuations
Joe Bousquin on Building the Perfect Net Company
A Dan Gross Opinion Piece: Were the Old Guys Right?
TSC Roundtable on Predicting Six-Month Winners
Roland Jones on The Last Days of Daytrading
Eric Gillin on Working for a Dot-Com

So, let's bottom-line this package, shall we?

After the intoxicating stock moves of 1999 and the nauseating hangover that has been 2000, many investors have given up on roller-coaster tech and Internet stocks, and sleep with shares of Old Economy Bricks and Mortar, Inc., under their pillows. But many market professionals are beaten, but unbowed, and are still placing bets that a few New Economy stocks will continue to climb -- for the short term, at least.

With that in mind, we gathered a quartet of experts to offer their best tech stock pick for the next six months. We picked two RealMoney columnists -- Halsey Advisory's Tero Kuittinen and MetaMarkets.com's Don Luskin. We also tapped two mutual fund managers: Bob Turner of Turner Funds and Alan Loewenstein, co-manager of the (NTTFX Quote)John Hancock Technology fund.

We'll check back six months from today to see how their three picks turned out.

Three picks, you say? That's right. Two experts picked one stock: Sonus Networks(SONS Quote), which, by the way, develops voice infrastructure products.

The other picks rounding out the six-month projected winners are Vignette (VIGN Quote) and CellPoint (CLPT Quote).

Six Month Winners
RealMoney Columnists Mutual Fund Managers
Tero Kuittinen of Halsey Advisory.
Kuittinen's pick: CellPoint(CLPT Quote). Right now, operators around the world are moving steadily toward launching localization services for their mobile customers. There is a wave of innovative start-up companies creating applications tied to L-commerce. One of the most important future sectors of mobile internet services is processing information about where a handset is situated. CellPoint is a company to watch in this space. It scaled giddy heights during the last winter and then crashed spectacularly. It is one of the few carrion stocks of this year worth nibbling at.
Bob Turner, manager of the $149 million (TTECX Quote)Turner Technology fund.
Turner's pick: Sonus Networks(SONS Quote). The company makes a switch that helps telecom companies run networks more efficiently. Sonus came public last May and had a big run-up; its lockup period expires soon and that has weighed on it, but it's got more business than it knows what to do with.
Don Luskin of
MetaMarkets.com.
Luskin's pick: Sonus Networks(SONS Quote). In a world in which the price of voice telephony is going to zero, migrating phone networks to voice-over-IP (internet protocol) is top priority. Sonus is first-to-market with a comprehensive solution.
No photo available.
Alan Loewenstein, co-manager of the $2.8 billion John Hancock Technology fund.
Loewenstein's pick: Vignette(VIGN Quote). Over the next six months, I like the companies that should show revenue and earnings growth that might also be a value now.
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