Minyanville - Mar 09, 2010Oracle Corporation (ORCL)
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Peter Boockvar
at
Miller TabakSo, with any boost in CapEx spending, many tech companies will benefit.".
Catalano plays the theme with the iShares Dow Jones US Technology ( ), an ETF with holdings including Cisco ( ), IBM ( ), Microsoft ( ), and Oracle ( ). For a more skeptical take on Tech, however, we also checked in with Peter Boockvar, Miller Tabak's equity strategist. "The love affair with Tech never fades," Boockvar emailed us. But he emphasizes that the group is cyclical and hugely dependent on the health of the US consumer.
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So, with any boost in CapEx spending, many tech companies will benefit.".<span class="sent"> Catalano plays the theme with the iShares Dow Jones US Technology ( ), an ETF with holdings including Cisco ( ), IBM ( ), Microsoft ( ), and <span class="company">Oracle</span> ( ). For a more skeptical take on Tech, however, we also checked in with <span class="analyst">Peter Boockvar</span>, Miller Tabak's equity strategist.</span> "The love affair with Tech never fades," Boockvar emailed us. But he emphasizes that the group is cyclical and hugely dependent on the health of the US consumer.
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