Technology Picks

Here are the stocks that are part of core holdings in my technology portfolio

Google - Their earnings growth seems to be slowing because of concerns of slowing ad revenues, but this company has one of the most compelling growth stories. They are planning to release their android based phones this fall which probably will be accretive to their 2nd half 2009 earnings.

Oracle - This has become 'The Software Company' in my opinion. Starting from their core product - Oracle RDMS, thye have expanded their portfolio with several acquisitions - Siebel CRM, PeopleSoft, JD Edwards along with products in Linux and Virtualization software.

Microsoft - Does this need a justification to be in the core portfolio? Great company with solid growth and great cash balance. Their acquisition of Yahoo will be good for them in the long run.

Research In Motion (This falls under the Niche market of enterprise/pro-consumers that I explained in my investment thesis) This is by no means is cheap, but it has been growing for several years and doesn't show any signs of slowing down.

Apple (This again falls under the Trendy devices market that I explained in my investment thesis) This company has excelled in coming out with such cool products starting with iPod, iPhone and the most recent addition MacBook Air.

VM Ware (This falls under the Virtualization trend that I explained in my investment thesis)Wallstreet is worried about competition, but this company is an undisputed leader and this trend is just getting started and is going to become even more prevalent in the next few years.

EMC (This falls under the Storage trend that I explained in my investment thesis) This is a great company along with solid growth. On top of it, they own approximately 86% of VM Ware which probably they will start distributing to thereholders starting next year.