These stocks are speculative bets on a sector upturn.
Zynga downgraded to 'neutral,' and First Solar is downgraded to 'negative.'
Sprint upgraded to `buy', Coinstar downgraded to `sector perform'
Deere is downgraded to 'underweight,' and Home Depot is downgraded to 'neutral.'
The founder of Dallas-based Hayman Capital more than triples his investments in the sector.
A look at the trades of the top gurus this quarter.
But don't think the tech sector is doomed. The company and its CEO are looking for scapegoats.
VIDEO ON MSN MONEY
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All hail the bull market, which ended the week with a big rally. But it also is starting to look a little like 1987, which suffered an epic blow-out.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.