Innovation distinguishes you - Freshly Squeezed from Silicon Valley
Good to see that the old playbook still works when we see our first proof of life coming out of a recession: We buy tech. It's a simple, knee-jerk formula: We buy cyclical tech -- Hewlett-Packard (HPQ) , Intel (INTC) , Microsoft (MSFT) , Broadcom (BRCM) , Seagate (STX) , Western Digital (WDC) , Cree (CREE) , Oracle (ORCL) , Cypress Semi (CY) . The usual suspects. We circle back to the nonsecular growers and momentarily abandon Amazon (AMZN) , Apple (AAPL) and Google (GOOG) .I think that opportunities exist in both because the numbers are too low for both, but I like the reassurance that the one area in which nobody fears the Fed is tech.
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