Trade Tracker: Jim Lebenthal sells Applied Materials

B B B B B B B B B B B B B B B B B B B B BCA today says, "Forget the Mag 7." Quote, "The trend is broadening to the pedestrian 493." What's so interesting about this note, I thought today is that they discussed two buckets, disruptors and the disrupted, and saying they obviously prefer the disruptors. Really, there's a surprise. Uh the disruptors they include Palunteer, >> Electronic Arts, Viva Systems, and Vertex Pharmaceuticals.The disrupted include Adobe. They've sort of drawn their line. They don't they ...