Kevin Landis Telling the Tech Tale

By Paul Kedrosky · August 22, 2007 · ·

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

Some of my favorite tickers on that thesis: CSCO, GOOG, MXIM, CY, RIMM, and EMC. Landis is pushing ELON, CY, and CSCO.

Related posts:

  1. Floyd Landis as Internet Stock
  2. Tour de France via Mobile
  3. Landis Fails Drug Test
  4. Tech Stocks and Sub-Prime
  5. The Return of the Tech Banker

Comments

  1. Larry Nusbaum says:
    August 22, 2007 at 12:17 pm

    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…..