The analysts are all over the “old tech” headline. Yep, buy $MSFT and $INTC until your eyes are bleeding and your buying power is gone. Easy call for them to make because they don’t add any value anyway. The sell side is on this bandwagon now, but it wont last.
MSFT is a bank that makes bad software and INTC is like Flextronics, just a slightly “higher” tech widget.
If you want to outperform this year you still need to play “new tech” or you will be doomed to mediocrity.
All the things that usurp your privacy will still play going forward. $SPLK $DATA etc
Software will stay hot.
Carry On