Tech Vibes

Editor's Note: This post comes courtesy of Sean Udall, a wise player in the tech field. For more, visit www.minyanville.com.

Interesting article on Apple's (NASDAQ: AAPL) iPhone "potential" teardown. Implications are that the 3G iPhone will carry higher margins than previous model. We will see shortly and I still expect Broadcom (NASDAQ: BRCM) to benefit from the actual teardown.

Speaking of Broadcom, the company got the all clear on a patent infringement deal with SiRF Technology Holdings (NASDAQ: SIRF) and I like the emerging technical setup on BRCM.

Elsewhere, Adobe (NASDAQ: ADBE) reports today and has been a solid tech name this year, really many years for that matter. I don't expect any big surprises.

Electronic Arts (NASDAQ: ERTS) is at the William Blair growth conference. Gaming sales were reported strong again last week. This is probably a cheap solid grower but I prefer the growing online gaming model, I've discussed on the Buzz in the past.

SunPower (NASDAQ: SPWR) was upgraded this morning and presenting at an Alternative Energy conference on Wednesday. I was going to trade this again but the analyst action is spiking the stock today.

Evergreen Solar's (NASDAQ: ESLR) shareholder and analyst meetings is scheduled this week and I'm thinking this could fuel bullish action.

Regarding Comverge (NASDAQ: COMV) and EnerNOC (NASDAQ: ENOC), I overheard some bullish comments on these stocks on CNBC this morning. I've discussed COMV on the buzz previously and ENOC is their sister company. Both companies offer technology solutions for managing the power grid more efficiently and I think both stocks are cheap emerging growth stocks.

Position in BRCM, ESLR, COMV.