First vice-president, Internet analyst, Merrill Lynch CATEGORY: Internet STOCK PICKS: Yahoo! (YHOO), America Online (AOL), Inktomi (INKT)
STOCK PICKS: Yahoo! (YHOO), America Online (AOL), Inktomi (INKT)WHY: With the shakeout among Net companies, the profitability and established positions of these three make them top picks, Blodget says. He expects Net stocks to drop even more this summer, before the strong rally this fall. "If you own these stocks, hold on to them," Blodget says of his picks. "If you want to add to your holding, you should get a good opportunity this summer."
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