Four Tech Stocks Mature
The big tech themes were in our faces these last 48 hours and while we all tend to focus, rightfully so, on the wonder that is Apple (AAPL), all you need to do is take a look at the numbers coming from Equinix (EQIX), Citrix (CTXS), Xilinx (XLNX) and Cirrus Logic (CRUS) to know that there's a ton of strength out there in the ordering for cloud, big data, sophisticated cell phone demand and good features in those cell phones.
The huge number from Equinix bodes well for a continuation of the big data, big cloud secular growth stories. I regard EQIX, like F5 (FFIV), as an integral manager to all of the data on the Web and where it gets stored. Its robust earnings tell me that EMC (EMC), Intel (INTC) and VMWare (VMW) are going to keep seeing more demand from these themes. Same with Citrix, which is the ultimate software-as-a-service cloud play. When it rallies, it tends to take Salesforce.com (CRM) with it....175 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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