This column was originally published on RealMoney on May 15 at 11:57 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.
Here's the deal: both good and bad tech came down just as hard last week, courtesy of all of the disappointments from
. You can see how everything got taken down together over inventory woes and a slowing of consumer tech.
I genuinely believe that not all tech should be hit here. Tech that involves storing commercial data or a build-out of the infrastructure by telco and cable (Brian Roberts in
type of thing), and tech that involves Brazil, Russia, India and China (BRIC) -- that's
to me -- all make sense here.
I would go back over who was "better than expected" and pounce right here for first buys, and then hope they get hit again so you can buy more.
But I bet they won't.
Now is the time to strike for techs that reported great quarters. Right now.
I would include
in the mix. They are clearly still best in class and most likely to surprise to the upside, along with two I have been buying but can't today and it is killing me:
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