Cloud 9 or No Silver Lining?

Whether or not it is the private life of the ex CEO of HP, his new pay packet at Oracle, HP’s bidding war with Dell over 3Par or the upcoming Facebook film, it is hard to avoid the technology chatter. And that is before we talk about Apple. Technology creeps forth. If we look at the software and services sector from an investing angle, there is some tangible short selling activity in this arena AND some strong institutional buying. We will look at Salesforce (CRM), LogMeIn (LOGM), Rackspace (RAX) Amazon (AMZN) and Microsoft (MSFT).

To read full report, please click here.