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Quarter-End Insights

Our Outlook for Tech & Communication Services Stocks

The technology and telecom landscapes continue to be shaped by a few key mega-trends, while business quality and valuation still trump other investment considerations.

Grady Burkett, CFA

Mar 29, 2012

Mentioned: BlackBerry Ltd (BB) , AOL Inc (AOL) , LinkedIn Corp (LNKD) , Marvell Technology Inc (MRVL) , Cisco Systems Inc (CSCO) , Linear Technology Corp (LLTC) , F5 Inc (FFIV) , Clearwire Corp (CLWR) , Dell Inc (DELL) , Intel Corp (INTC)

Large tech firms will put excess cash to work though 2012.
A few key mega-trends are driving significant changes across multiple industries.
We continue to favor larger firms that have the resources to easily weather any bumps in the global economic environment.

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Grady Burkett does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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