Zacks.com is a good place to go for some worthwhile data and solid insight in the technology stock sector. I peruse it at least once a month or more and have dug up some real winners as a result. The firm says its "strong buy" stock selections have generated annual average returns of 31% since 1988. Even during the last market downturn in 2000-2002, Zacks strong buy selections returned 43.8%, even as the broader S&P 500 fell by 37%.

Best of all? Their stock tips are free.

This week, Zacks focuses on an interesting technology stock: Amphenol Corporation (NYSE: APH).

Let's take a look and see what Zacks has on these guys . . .

"Amphenol Corporation did the classic "beat and raise" when it announced its first-quarter results," says Zacks. "Results were driven by growth in several segments, including the mobile device, wireless infrastructure, military and commercial aerospace markets. Beating estimates has become old hat to APH. The average surprise over the past four quarters is 5.6%."

Underlying the Amphenol play is a simple truth that first appeared in a Financial Analysts Journal article published in 1979. Leonard Zacks, a Ph.D. in Mathematics from M.I.T. found that "earnings estimate revisions are the most powerful force impacting stock prices."

A stock that habitually beats analysts estimates deserves some extra attention. Put Amphenol in that category.