Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Recent Articles By The Author
Some tech stocks now look like screaming bargains, while others still look expensive or appear to be value traps.
I have conflicted feelings on both the market at-large and the tech sector in particular right now.
It's still not too hard to find smaller, high-growth, tech companies that have unique offerings and sport low valuations.
While earnings season and lower commodity prices have cheered tech investors, the Fed's stance and recent speculative behavior provide reasons for concern.
Demand is cooling for some products and services, and a strong dollar is a clear headwind. But not all of the news has been bad.
Many fast-growing cloud software firms are now far from expensive, and both their business models and IT spending trends make them appealing targets.
Plus, why a report about an Apple 5G modem setback sounds believable.
Many quality chip stocks now seem to be pricing in a massive downturn, rather than just a typical down-cycle.
Taking a selective approach towards tech longs makes a lot of sense right now.
The idea of a Netflix/Roku merger sounds less crazy than it would have before April.