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Stock Strategist

Our Outlook for the Hardware Sector

We see opportunities in the contract manufacturers.

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In spite of recent noise surrounding the mortgage market and its potential impact on the broader economy, we believe the overall IT industry should remain healthy. While our longer-term outlook of midsingle-digit growth may seem a little uninspiring, we think technology investors who recall the vagaries of the 2001 recession can take comfort in the current environment of relative stability.

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Grady Burkett does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.