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August 22, 2007
Kevin Landis Telling the Tech Tale
Firsthand's Kevin Landis (I know, I know) is on Bloomberg TV right now, and he's telling the same up-with-tech story I told on CNBC's Squawk Box earlier this week, and repeatedly over the last few weeks on On the Money. The gist of the pro-tech argument:- Minimal credit/subprime exposure
- Heavy export dependence
- Minimal consumer exposure (generally)
- Favorable tailwinds in analog, power, bandwidth, video, wireless, and advertising
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Kevin Landis is bullish on tech? What a shock. Where is Alberto Vilar when you need him.
Btw, Paul, I sent you an email Sunday through the Street's contact feature on your page. Not sure if you ever got it.....