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3 Tech Trends to Watch

Across the technology landscape, margins are being depressed by heavy investment, software is poised to grow much faster than hardware, and competition in wireless is increasing.

Rick Summer: As we're wrapping up earnings across the tech landscape, we are noticing a few different things. First of all, as we are looking across valuations, generally things are pretty fairly valued. The pockets of undervaluation are very sparse.

I think first, though, when we look at the general tech landscape, it has lots of heavy investment, not only from old-line firms like Microsoft (MSFT) and Oracle (ORCL) but also new-line firms like Facebook (FB) and Google (GOOG) that are heavily investing and really depressing margins.