NEW YORK (CNNfn) - Market strategists reviewed stocks in the telecommunications, retail and technology sectors, recommending companies such as EMC.
As the markets climbed at midday Tuesday, recent guests on CNNfn commented on the stocks they are buying and why.
"Tellabs (TLAB: Research, Estimates) is an attractive telecom equipment story. It has a P/E to growth of well, you know, less than one. It has a well diversified mix in terms of fiber optics and optical generating equipment as well as just plain old telephone equipment that is not about to go away. So that's an attractive situation with good growth prospects," said Steven Bartholow is portfolio manager at Carret and Company.
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 STEVEN BARTHOLOW'S STOCK PICKS:
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TLAB
WSM
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"Williams-Sonoma (WSM: Research, Estimates) is a terrific story. It probably has one of the best demographics of any retail stock out there. It is selling at less than one time sales, about .75. They had some inventory problems. The whole group went down, so it went down in sympathy with the rest of the group. There were some market downs in inventory. They had a change of strategy over on the catalog side. There database marketing, their ability to target the best demographics I believe is going to be a much better strategy for them in 2001. We think that the consensus is very low there at about $1.45 for '01 earnings. We think that they could possibly be doing $2 a share next year."
Tellabs is trading up $1.06 to $54.56 with a 52-week high of $77.25 and a 52-week low of $37.62.
Williams-Sonoma is trading up $1.75 to $19.25 with a 52-week high of $60.31 and a 52-week low of $15.50.
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DANIEL KUNSTLER'S STOCK PICKS:
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SUNW
EMC
IBM
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"The names I'm focusing right now on are Sun Microsystems (SUNW: Research, Estimates), EMC (EMC: Research, Estimates) and IBM (IBM: Research, Estimates). For somewhat different reasons. Sun - the stock has come way off - the stock was getting hit again this morning big time. It was down something like $6. You know, this is the jewel amongst computer systems makers; and they had an excellent quarter. Still, momentum is still very much with them. They're consistently profitable and very high growth, with a stock trading off like this. Their pricing has become much more reasonable. I like EMC. I actually like the storage market in general. Nothing is completely protected from business cycles, but it has got better cyclical protection than most. I like it on that basis and strong growth. And then IBM I think represents some interesting value here. It certainly has its flaw. It certainly has its problems, but I think that the likelihood of improvement in the IBM picture is much more likely than the reverse," said Daniel Kunstler of J.P. Morgan.
Sun Microsystems is trading up $6.72 to $92.03 with a 52-week high of $129.31 and a 52-week low of $51.31.
EMC is trading up $7.06 to $85.94 with a 52-week high of $104.93 and a 52-week low of $35.06.
IBM is trading up $1.69 to $99.12 with a 52-week high of $134.93 and a 52-week low of $86.93. 
-- compiled by Staff Writer Lucy Banduci
* Disclaimer
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