Daily: On Apple’s margin/share quandary and more on the Libor Scandal

Daily commentary: Tech sector

OK. So this is the last links post for today. The headline is on the tech sector but I am putting the remaining links in here as well. The great thing about micro is that when you step away from the scary macro headlines, there is a fair bit of competition and innovation going on in the world. The technology sector is a big part about that. What are the negatives there? Valuation for some of the high flyers like Amazon or Facebook. I also see the acceptability of patent trolling by big tech companies as an anti-competitive sign that could wreck the sector's innovation. But on the whole, tech looks good. Valuations are relatively low, more in line with the market than at any point in the last two decades. And slower growth tech like Microsoft and Cisco are p...


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