The Ups and Downs of Technology

Eric Jenison: There's so much going on in technology right now and so much has changed since last summer. He says we've gone through a lot of the most difficult comparisons for technology companies. And at the same time, we've also had some pretty interesting new technologies come onto the horizon,. price points coming to more affordable points of entry. That combined with valuations being fairly compelling relative to long term growth rates has made for a very interesting backdrop for technology companies in general.