Five Drivers of the Tech Rally

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Scott Moritz

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Feb 15, 2011, 9:53:23 AM2/15/11
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Scott Moritz

02/15/11 - 09:00 AM EST

NEW YORK (TheStreet) -- Mobile has been the defining strength of the 2011 tech sector rally and five companies have been leading that charge.

While some of the traditional tech giants like Nokia(NOK) and Cisco(CSCO) have stumbled along the way, outfits like ARM Holdings(ARMH), Avago Technologies(AVGO), Apple(AAPL), Qualcomm(QCOM) and Google(GOOG) have been building on the mobile Internet trend, which has helped push the Nasdaq up 6% so far this year.

Android

These five -- picked for the sheer rise of their stock and market leadership -- may represent the changing of the guards as Intel(INTC) and Microsoft(MSFT) get left behind in the PC era.

Avago, Qualcomm and ARM Holdings are part of the wireless chip vanguard supplying mobile devices powered by Apple and Google's Android software.

Here's how the tech rally leaders stack up.






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