Karl Keirstead

Consultant services analyst,

Lehman Brothers

CATEGORY: Services, distributors, and resellers

STOCK PICKS: Scient (SCNT), Viant (VIAN), Razorfish (RAZF)

Keirstead likes the stocks of the new Internet consultancies because they're profitable and they have strong management teams. Above all, he likes the revenue growth they get from focusing exclusively on the Web. "These companies are growing the most and the fastest," Keirstead says.

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