"There are a whole lot of technology projects on the table right now, " says Gurian.
One company on Gurian's buy list: Expedia (nasdaq: EXPE - news - people ).
Gurian won't go that far but thinks there's lots of mileage ahead on a very select list of survivors.
Gurian has been keen on tech stocks since 1994 and his performance has suffered in the last two years.
With the strong run in these stocks in the last few days, Gurian says to wait for weakness to make new buys.
Gurian also likes eBay (nasdaq: EBAY - news - people ) because of its strong growth in sales and profits.
Both companies are sitting on hoards of cash and, says Gurian, are leaders in their respective fields--albeit suffering from a beaten-up customer base.
Gurian points to the company's CDMA mobile-phone technology, which is making progress at building market share in Europe, where rival GSM technology is still dominant.
Looking at fundamentals, Randy Williams-Gurian of Seattle-based Tech Stock Insights has become extremely bullish on Qualcomm (nasdaq: QCOM - news - people ).
Randy Williams Gurian , editor of Seattle-based Tech Stock Insights, told his subscribers in last month's letter about four Internet survivors that they should consider buying.
With this week's rally, Gurian advises buying eBay on pullbacks.
Gurian also looks for technology spending in the United States to pick up later this year when a lot of uncertainty about the geopolitical situation will be cleared up.
Besides being bullish on tech bellwethers like Microsoft (nasdaq: MSFT - news - people ) and Cisco Systems (nasdaq: CSCO - news - people ), Gurian also says to buy integrated circuit maker Linear Technology (nasdaq: LLTC - news - people ) and publishing software company Adobe (nasdaq: ADBE - news - people ).
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