"Apple (NASDAQ: AAPL), a holding on our recommended buy list, delivered another blowout quarter, driven by booming sales of both the iPhone and its Macintosh computers," notes analyst Geoffrey Seiler.

In his BullMarket.com advisory, he suggests, "Overall, Apple's results are nothing short of amazing." Here, he provides an in-depth analysis of the quarter, his outlook, and the reasoning behind the boost to his longer-term price target to $270 a share.

"Apple sold 7.4 million iPhones in the quarter, 7% more than the year-ago quarter, and 3.05 million Macs, a 17% year-over-year increase. The end result was that the company posted a whopping 47% increase in Q4 net income.

"Oracle (NASDAQ: ORCL) has fattened itself up by swallowing more than 50 companies in the past five years," says Richard Moroney.

In Dow Theory Forecasts, he suggests, "Oracle has proved itself capable of delivering predictable earnings even during tough times by squeezing higher returns out of its assets, including those inherited via $35 billion worth of acquisitions over the past half-decade."

"While some fear the software giant is choking on its latest meal (Sun Microsystems), the deal makes sense operationally.

Economic recovery starts on the ground. So, while it's nice to hear the likes of Stephen Schwarzman celebrate the return of IPOs and hefty exit strategies, the real indications that the economy is turning the corner will come when companies start to open their wallets and spend.

After dealing with only the have-to-haves for a while now, companies can start to make the improvements they've been putting off. Dell (NASDAQ: DELL) CEO Michael Dell sees this happening in the IT space, with companies expected to ramp up their hardware spending aggressively.

"At 12 times trailing earnings, Hewlett-Packard (NYSE: HPQ) trades at a 21% discount to its three-year average valuation and looks cheaper than other U.S. computer giants," says blue chip advisor Richard Moroney.

In Dow Theory Forecast -- a newsletter that has been published for over 5 decades -- he looks at the firm's diversified position and the reasons behind his "long-term buy" rating on the shares.

"For a company that chose its name via a coin toss, Hewlett-Packard takes a deliberate approach to dealing with trouble; its founders designed their first factory so it could be turned into a grocery store if the technology business failed to grow.

"Run properly, as Salesforce.com (NYSE: CRM) does, a cloud computing network also offers greater security, greater reliability, and lower costs (thanks to efficiencies of scale)," explains Timothy Lutts.

In The Cabot Stock of the Month report, he suggests, "Salesforce.com is very well managed, and in our mind its leadership in cloud computing gives it a fundamental advantage that should translate into growing market share gains and steady revenue flows for years to come."

"The company was founded a decade ago by a former Oracle executive, and today it's a leading vendor of Customer Relationship Management (CRM) services.

"My mantra for investing in this dicey market is to focus on three non-negotiable demands: very solid balance sheet; large, installed customer base; steady cash flows; and dividends," says Jack Adamo.

In his Insiders Plus newsletter he looks at a technology stock that meets his criteria: Sybase (NYSE: SY). He notes, "Overall, this is a company I'm comfortable owning, even in a bad ongoing recession."

The advisor explains, "Sybase is an industry leader in software to manage, analyze and distribute information in the most data-intensive enterprises, such as financial services, telecoms, manufacturing and government.

"To put it concisely: It manages data and makes it available to the many different devices that use it, across the myriad communication protocols that must be traversed to accomplish that.

"The term cloud computing is nothing particularly new or complicated; it simply means that instead of having software on your home, office or notebook computer, you run applications over the Internet," explains Gregg Early.

In Personal Finance says, "It's the way of the future as computing becomes increasingly mobile." Here, he looks at a trio of plays on this trend: Amazon.com (NASDAQ: AMZN), Salesforce.com (NYSE: CRM), and Rackspace Hosting (NYSE: RAX).

"I would point out that I'm writing this article on Google Docs. This document is stored on a Google server farm, not on my office computer.

Paul McWilliams is well-known for his in-depth and sophisticated analysis of tech stocks in his Next Inning newsletter.

In addition to corporate metrics, he places strong emphasis on superior management. Regarding integrated circuit manufacturer Analog Devices (NYSE: ADI), he notes, "CEO Jerald Fishman really knows how to run a company."

"The numbers posted by Analog Devices and the guidance provided for its fiscal fourth fiscal quarter of 2009 (ends October 2009) were both impressive. And, when taken together, exceeded my expectations.

"As I had expected, there was an inventory adjustment that resulted in a sequential decline in excess of 18% in its shipments to Chinese wireless infrastructure suppliers.

"International Business Machines (NYSE: IBM) has transformed itself into a dynamic consulting and computer services company that's leading the charge to help companies streamline efficiency and cut costs," says Ian Wyatt.

In his Top Stock Insights he explains, "And most investors are unaware of the change. In our opinion, that's why IBM trades with such an attractive valuation."

"The transformation of IBM means there should be some solid profits for investors who understand the changing face of business. It started in 2002. IBM bought out PricewaterhouseCoopers Consulting for $3.5 billion.

"Microsoft (NASDAQ: MSFT) is a well-run company with a fortress-like balance sheet," says growth stock expert Brandon Clay.

In his Invest with an Edge he suggests, "Maicrosoft's war chest of cash and their ability to sparkle with products like Bing makes the company an attractive long-term bet." Here's the advisor's review.

"Microsoft was once the kind of stock investors dreamed of owning. Rising thousands of percent from its IPO in the mid-1980s to the late 1990s, Microsoft was at one point the largest U.S. company by market cap.

"As technology evolved and Microsoft matured, Wall Street turned its focus to 'sexier' areas of technology like Internet stocks. Operating system software wasn't the in-thing anymore. Microsoft became a value stock rather than a growth play.

"We believe that the recent relative strength of tech stocks is the start of a longer term trend, not merely a flash in the pan," says Jim Oberweis and Dave Covas.

In The Oberweis Report, the money managers and small cap advisors explain, "Our confidence stems from the emergence of the next Killer Apps, which drive technology cycles because they change how we live our lives." Here, they make a case for technology and offer a trio of small cap favorites.

"During the 1980's and early 1990's, the personal computer was the Killer App. During the late 1990's, it was the Internet. During this decade – zilch. Until now. The next Killer Apps – video-on-demand and ubiquitous high-speed wireless connectivity – are coming.

Strong results for Intel (NASDAQ: INTC) came as a surprise to Wall Street; not to tech sector specialist Paul McWilliams, who has been adamant in his forecast that the company would exceed expectations.

In his Next Inning newsletter, designed for the tech-savvy investor. the advisor suggests that the story behind Intel's success is very simple and can be summed up in the expression "x86 everywhere." Here's his assessment.

"To a great extent, Intel's Q2 report proves that Wall Street wasn't only wrong about INTC, but wrong in a big way as to how the tech industry has managed the sharp downturn that unfolded during the last nine or so months.

"While The Street expected tech companies to react as they have in the past by adapting too slowly and stuffing supply channels with tons of inventory, tech companies demonstrated they learned lessons in 2001- 2002 and immediately clamped the supply lines and held back production while channel inventory was digested.

"For two years chips stocks have unequivocally stunk; the industry has been mired in a host of problems, including massive overcapacity and shrinking demand," says Toby Smith, adding, "But that's changing."

In his ChangeWave Investing, he suggests, "One recommendation in this sector is SanDisk (NASDAQ: SNDK), the leader in flash memory -- one of the strongest segments in semis today."

"For the second quarter in a row the semiconductor sector is showing major signs of momentum that are so good that the industry ranked at the top of the nearly 20 industries we track each quarter.

"The bottom line is that these results clearly indicate that it is time to be invested in the semis, and the best way to do this is with two short-term plays.

"Microsoft Corporation (NASDAQ: MSFT), already a holding on our buy list, was added to Goldman Sachs' Conviction Buy List," says Bill Martin. In BullMarket.com, he offers the reasoning for his continued buy rating.

"Analyst Sarah Friar at Goldman recently raised her price target on the name to $29 from $25 saying, 'We are adding Microsoft to our Conviction List as we think the combination of better revenue drivers, improved expense management, and sizable cash balances provides more opportunities for bottom-line beats.'

"'Windows 7, Windows Server 2008 R2, Bing, Xbox 360 and new Halo content, Office 2010, and the Azure Cloud provide renewed innovation beyond anything we have seen in multiple years,' Friar wrote.

Technology sector expert Paul McWilliams offers an intriguing look at the new iPhone from Apple (NASDAQ: AAPL) to uncover what tech companies are supplying components.

In his Next Inning -- a newsletter that focuses solely on high tech stocks -- the advisors offers a look at the players inside the iPhone.

McWilliams explains, "A few interesting notes have come from the folks busily tearing down the new Apple iPhone 3G S since its launch.