George O'Connor and Ian Robertson catch up on recent Tech News after the summer break.

They consider Gamma Communications and IQE and what some might see as the difference between a good stock and a good business. Even though a company can lay claim to great IP and great tech, it is just as likely, if not more, that it is the position in the value chain that will determines its quality and value.

The prospects for Computacenter achieving 20 years of consecutive earnings growth are also discussed – along with share buybacks.

George reflects on the mixed bag of news in recent UK company announcements, and they look forward to Raspberry Pi results which have the potential to upset far more than just the investor base if they don’t match or exceed expectations this coming week.

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If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.

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George O'Connor and Ian Robertson catch up on recent Tech News, discussing stock and sector rotation in tech and the semiconductors industry.

Having reviewed Allianz Tech Trust and Polar Capital Tech Trust recently, George looks at divergent performance in the sector and the big focus and interest in semiconductors. And with so much going on but so little clarity in the sector, Ian questions whether now is the time to start looking beyond the Mag 7 for AI plays (to a Mag1000?) and finds this might require something of a whack-a-mole approach. He also discusses ASML (see recent Talking Tech Insight) and considers how, when and whether the wider semiconductor industry will follow Nvidia’s path.

Companies mentioned:
CML Microsystems, HSW Hostel World, RPI Raspberry Pi, Nvidia, Travel Tech, AirBNB, Equinox, Rackspace, Data Analytics, ThoughtWorks, Palantir

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If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.

Brought to you by Progressive.

George O'Connor and Ian Robertson catch up on recent tech news.

They consider whether in the words of Robert Smith (of Vista Equity Partners) ‘‘Software tastes like chicken’ and what the success of Mark Leonard’s $80bn market cap Constellation Software as a serial acquiror of vertical market software businesses, has in the way of lessons for UK listed company investors and advisors.

They also chat about recent industry newsflow, discussing vertical market software companies, GenAI and data centres, and the market's negative reaction to Alphabet’s recent results. Over the next few weeks they look forward to the quarterly results of other big tech like Microsoft, Meta, Apple and Amazon, and wonder what they will say and commit to on AI in promises and dollars.

If you enjoyed listening to the Talking Tech podcast you might like to take a look at the accompanying Talking Tech insights.

Brought to you by Progressive.