The Net-Stock Rally: Follow the Leaders

That's the advice from S&P's Scott Kessler, who sees big names like AOL and Adobe doing best

After months of pain for Internet stocks, the sector is now up 52% from its bottom. A long-term bullish period might not be far off, says Scott Kessler, Internet stock analyst for Standard & Poor's, who cautions that the stocks to focus on are the established leaders.

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