With a lull in major tech earnings news this week, Intel's investor day and Salesforce.com's Dreamforce developer and partner conference gave market watchers plenty to mull over.
Smartphones, as usual, were the stars of the tech arena while Cisco disappointed Wall Street.
With its new-found focus on IP networking and fast broadband access, Alcatel-Lucent is poised to take advantage of a worldwide explosion in mobile devices and the rush of service providers and operators to the cloud, company executives said at the networking vendor's tech symposium this week.
Even a banner week like this week does not necessarily indicate a bubble.
Good news: there has been enough positive news in tech earnings to help fuel share prices for the sector.
Microsoft shares hit a six-year high, as strong earnings news from Internet and IT vendors are boosting tech stocks.
With PC sales flagging, the underlying confidence in tech is mostly due to growth in the the software arena and tablets.
The tech sector appears to be going about business as usual in the face of the U.S. federal government shutdown, but some industry insiders are nervous about a long-term stoppage or, even worse, the possibility of a debt default if a political compromise on the budget is not reached.
Articles by Marc Ferranti