July 2 pick: A boutique call

At 9:21 a.m. ET the choices are:

ACOR Leerink Swann
ESLR JP Morgan
ENER JP Morgan
WBD JP Morgan
BCSI Auriga U.S.A
EXFO Thomas Weisel
CAL Morgan Stanley
TTM Deutsche Securities
ARM Citigroup
DAL Morgan Stanley
CSCO Deutsche Securities
ONXX Baird
PARD Brean Murray
GTE Raymond James
TTWO Kaufman Bros

All junk with the exception of th Kaufman Bros. call. Kaufman is 4 for 4 on the year, 2 for 2 in the Tech Sector.

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