About 25 percent of our money is in tech stocks.
Where else was I going to put my money last week, tech stocks?
The same can be said for Tech stocks in general - they're hot.
"And I believe these tech stocks are the way to do it over the next couple of years."
In the 90's, some funds did that with tech stocks.
The conversation most likely had little to do with the decline of tech stocks.
"That's a news item that did take a little energy out of the tech stocks."
The big losers among smaller companies were all tech stocks.
Tech stocks have proved to be quite volatile this year.
"I think tech stocks are going to be the thing to jump in with because they've been beaten down," he said.