Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
While select software firms look attractive, many others could remain pressured by several factors.
Though some big advertisers and cloud customers are pulling back on spending, the tech giants remain eager to invest.
The across-the-board selling happening with chip stocks is creating buying opportunities.
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.