CNBC Squawk Alley April 25, 2016
To be a year where in the absence of a compelling product story, stocks are going to be they are just not going to do that much. Facebook stands out fundamentally because it is in the midst of a very powerful product cycle relative to video and some of the other new features that they have, but for most of the big tech companies, this is a year that they are just going to be trying to build toward whatever comes next. While they are building toward whatever comes next, telecom actually just took the top spot yeartodate. Telecom is up 10 . Do you think this is a shift toward paying a little mor...