There's been a lot of talk about a tech bubble.
Forget about it.
The fact is, there are always parts of every sector that are overvalued and pockets that are undervalued.
The easy story for the talking heads in the financial media is to
generalize, inflame and move on. The analysis is usually about as deep
as your fingernail.
What I'm here to tell you, is that after huge amounts of research
and days of elite conferences and hours of interviews, I know there are
two tech sectors that have many glorious days ahead of them,
regardless of the silly chatter that you hear from the pundits.
Both of these sectors are just hitting their stride in the "New
Economy." This isn't the "old" stuff that you've seen for the past
decade or so. These sectors have upgraded their technologies and are
taking them to places that no one could anticipate a decade ago. (more)
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