Dreman’s $5.5 Billion Fund Likes These Tech Stocks in Q3 Release: NCR, DST, PMCSA, JDAS, MSCC, PLT, QLGC, LXK, ELNK

Wall St. Watchdog reveals information regarding Dreman Value Management’s top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 34 stocks in the Technology sector at the end of the quarter with an aggregate market value of $444.617 million.

  • Ncr Corp. (NYSE:NCR): On 06/30/2011, Dreman Value Management reported holding 2,539,778 shares with a market value of $47,976,405. This comprised 0.93% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 2,051,023 shares with a market value of $34,641,777. This comprised 0.87% of the total portfolio. The net change in shares for this position over the two quarters is -488,755. About Company: NCR Corporation manufactures financial transaction machines and other products. The Company produces automated teller machines (ATM), self-checkout and self-service kiosks, point-of-sale workstations and scanners; manufactures printer consumable products; and manages networks and servers for ATMs and kiosks.
  • Dst Systems Inc. (NYSE:DST): On 06/30/2011, Dreman Value Management reported holding 760,233 shares with a market value of $40,140,302. This comprised 0.78% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 781,001 shares with a market value of $34,231,275. This comprised 0.86% of the total portfolio. The net change in shares for this position over the two quarters is 20,768. About Company: DST Systems, Inc. provides information processing and computer software services and products. The Company’s operating segments include financial services, customer management, and output solutions. DST’s data center provides information-processing services to support the products within each operating segment.
  • Arris Group Inc. (NASDAQ:ARRS): On 06/30/2011, Dreman Value Management reported holding 3,204,546 shares with a market value of $37,204,778. This comprised 0.72% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 3,266,054 shares with a market value of $33,640,357. This comprised 0.84% of the total portfolio. The net change in shares for this position over the two quarters is 61,508. About Company: Arris Group Inc. is a global communications technology company specializing in the design and engineering of broadband local access networks. The Company develops, manufactures, and supplies optical transmission, cable telephony and Internet access, outside plant construction, and maintenance equipment for cable system operators.
  • Pmc-sierra Inc. (NASDAQ:PMCS): On 06/30/2011, Dreman Value Management reported holding 5,441,013 shares with a market value of $41,188,469. This comprised 0.8% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 5,531,711 shares with a market value of $33,079,632. This comprised 0.83% of the total portfolio. The net change in shares for this position over the two quarters is 90,698. About Company: PMC-Sierra, Inc. designs, develops, markets, and supports semiconductor networking solutions. The Company’s products are used in the high speed transmission and networking systems which are used to restructure the global telecommunications and data communications infrastructure.
  • Jda Software Group Inc. (NASDAQ:JDAS): On 06/30/2011, Dreman Value Management reported holding 1,330,380 shares with a market value of $41,095,437. This comprised 0.79% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,352,923 shares with a market value of $31,712,516. This comprised 0.79% of the total portfolio. The net change in shares for this position over the two quarters is 22,543. About Company: JDA Software Group, Inc. provides software solutions that address the supply chain management, business process, analytic application, and e-commerce requirements of the retail industry. The Company’s products include enterprise systems, in-store systems, and analytic applications. JDA also offers a variety of retail specific professional services.
  • Microsemi Corp. (NASDAQ:MSCC): On 06/30/2011, Dreman Value Management reported holding 1,883,683 shares with a market value of $38,615,502. This comprised 0.75% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 1,816,539 shares with a market value of $29,028,292. This comprised 0.73% of the total portfolio. The net change in shares for this position over the two quarters is -67,144. About Company: Microsemi Corporation designs, manufactures, and markets analog, mixed-signal, and discrete semiconductors. The Company’s semiconductors manage and regulate power, protect against transient voltage spikes and transmit, receive, and amplify signals.
  • Plantronics Inc. (NYSE:PLT): On 06/30/2011, Dreman Value Management reported holding 998,083 shares with a market value of $36,459,971. This comprised 0.7% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 962,974 shares with a market value of $27,396,611. This comprised 0.69% of the total portfolio. The net change in shares for this position over the two quarters is -35,109. About Company: Plantronics, Inc. designs, manufactures, and markets lightweight communications headsets and headset accessories and services. The Company also manufactures and markets specialty telephone products, such as amplified telephone headsets and specialty telephones for hearing-impaired users, and noise-cancelling headsets for use in high-noise environments.
  • Qlogic Corp. (NASDAQ:QLGC): On 06/30/2011, Dreman Value Management reported holding 2,115,150 shares with a market value of $33,673,188. This comprised 0.65% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 2,151,645 shares with a market value of $27,282,859. This comprised 0.68% of the total portfolio. The net change in shares for this position over the two quarters is 36,495. About Company: QLogic Corp. supplies high performance storage networking solutions and networking infrastructure solutions which are sold primarily to original equipment manufacturers and distributors. The Company produces host bus adapters and Fibre Channel switches including core, blade and stackable switches. QLogic also supplies enclosure management and baseboard management products.
  • Lexmark International Inc. (NYSE:LXK): On 06/30/2011, Dreman Value Management reported holding 925,335 shares with a market value of $27,075,302. This comprised 0.52% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 944,512 shares with a market value of $25,530,160. This comprised 0.64% of the total portfolio. The net change in shares for this position over the two quarters is 19,177. About Company: Lexmark International, Inc. develops, manufactures, and supplies printing and imaging solutions for offices and homes. The Company’s products include laser printers, inkjet printers, multifunction devices, and associated supplies, services and solutions. Lexmark’s products are sold in North and South America, Europe, the Middle East, Africa, Asia, the Pacific Rim and the Caribbean.
  • Earthlink Inc. (NASDAQ:ELNK): On 06/30/2011, Dreman Value Management reported holding 4,378,881 shares with a market value of $33,717,383. This comprised 0.65% of the total portfolio. On 09/30/2011, Dreman Value Management reported holding 3,728,410 shares with a market value of $24,346,518. This comprised 0.61% of the total portfolio. The net change in shares for this position over the two quarters is -650,471. About Company: EarthLink, Inc. is an Internet service provider serving individuals and business subscribers. The Company provides Internet access, Web hosting, and electronic commerce solutions internationally from various points of presence.

(Note: Data regarding Dreman Value Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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