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 ).
Electronic Data Systems ( EDS - news - people ) and other large informationtechnologyservices 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.
Gurus also bailed on Detroit-based Compuware (nasdaq: CPWR - news - people ), a full-service informationtechnologyservices provider for businesses, particularly the automotive industry.