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The M100 did not jump whole-hog into tech, but dipped their toes in the water and established new positions in two technology names--one in bellwether memory chipmaker Micron Technology (nyse: MU - news - people ) and another more substantial one in Israeli information-technology services company Ness Technologies (nasdaq: NSTC - news - people ).
FORBES: Gurus Nibble on Tech, Trim Health Care
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Electronic Data Systems ( EDS - news - people ) and other large information technology services suppliers listened to their customers tell them why they liked their proprietary implementation methods, and why they liked having local people with expertise service their accounts.
FORBES: The accepted wisdom that the customer is king is all wrong.
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Gurus also bailed on Detroit-based Compuware (nasdaq: CPWR - news - people ), a full-service information technology services provider for businesses, particularly the automotive industry.
FORBES: Gurus Take Tech Profits, Buy Houston Oilers