If you look at the list of companies that fared the best over the final month of 2012, you'll find a number of them are technology and internet related.
SunPower is upgraded to 'buy,' and Biogen is downgraded to 'neutral.'
Stocks are higher as jobless claims decline slightly from their storm-driven elevated levels.
Akamai is upgraded to 'overweight,' and Google is initiated with an 'outperform.'
Zynga is upgraded to 'buy,' and F5 Networks is both downgraded and upgraded.
Streaming movies don't mean much to sales or margins.
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PepsiCo is upgraded to 'outperform,' and KLA-Tencor is downgraded to 'underweight.'
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