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Tech -- cutting back after getting hit hard in the last couple months and this week the gains are coming on upbeat earnings.
More big names like Microsoft and Google reporting after the close today but.
-- technology keep up the momentum joining us now with his take is Gartner analyst John receipt of John could see you thanks to the SP tech stocks are down something line a five point 7% over the last three months that that we had strong earnings.
From the likes of Qualcomm IV and eBay -- reminding us right that technology is strong with.
Which which opinion -- and it depends upon where you play your strategic and secular investment that's happening right now.
And that's going to be less affected -- companies that are exposed to more cyclical types of environments and we're seeing that in -- results.
We're seeing companies that are of exposed to cyclical having difficulties.
Those guys are planning to strategic initiatives are doing pretty well.
So we're hearing from Microsoft.
After the bell and it's interesting what's going on with Microsoft because obviously the rolling out windows safe but they're also working -- tablet so.
Are the trends and the most revenue potential.
Shifting toward the suffer side or -- hardware site well.
This software is what does something useful -- everything else in the digital world -- -- -- before technology matters it's got to do something good and are -- which is the analog.
So tech hardware is being used as a means to an end.
Microsoft delivering software value and -- really being used in its case to deliver its real value of which -- perceived to be the software.
-- -- about using the hardware this new tablet look at the Xbox as a portal for the software absolutely and so I guess my follow up question here then is the cloud and one of the interesting points with the windows eight from my understanding is it's really depended on the cloud.
And you're quote John is the biggest hurdle what what would it be.
Is that if the cloud doesn't work Microsoft is probably dead that's a strong statement while -- No -- might be a little the little overstating it but Microsoft has revamp its across all its major product clients to be cloud centric.
And cloud involves a new architecture for new fundamental way to do YT and Microsoft is committed to -- -- -- Barry degrees and how well they're doing a bit different people.
We'll tell you.
For Microsoft so far down this road there really is no turning back -- a people actually say hey this cloud being and it's cloud architecture.
Isn't -- direction we wanna go a lot of Bob Microsoft's investment over the last five years.
Is going to be for not.
Lot of people are characterized Microsoft stock is that -- -- not really don't anywhere could this earnings call today the catalyst I think if we look at their business division results and we look at their -- server and tools because that's what's gonna show people are buying Microsoft for the future and if you're spending money in those areas that -- you really believe where -- -- Microsoft's from the part of that is -- -- -- fair competitor to -- -- If it's trying to make it try and generate -- I think over time it will be -- Microsoft gonna go after the masses I mean it will go after that the real heart of the the consumer out there.
Across all income levels because all demographics and I think that's what.
How Microsoft got big -- PC and -- first place.
-- technology it's interesting how Microsoft.
Ten years ago obviously was on the cost technology is almost got a reputation of being like old news now kind of old school who technology but is that Iran interpretation.
The Microsoft is.
Eating its young for lack of of that I think it is destroying its products that to build -- new products that they get ready for the future.
And this is actually a bigger opportunity for Microsoft -- ever had before so we talk about big companies need big markets.
This market and the biggest market that -- that Microsoft has been able to participated.
It's actually early relative to its competitors are right great great announce a -- thank you so much time -- -- of.
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