I'm more bullish on technology than I've been in a while. Chip stocks are in the right place. There's big demand.

We have seen continued bid activity and earnings have been reasonably robust. The market has had a great run in the first quarter.

Overall, the reporting season has been pretty good. There's a lot of cash around at the moment.

Overall, the reporting season has been pretty good with a number of companies coming in ahead of expectations. European markets are being driven by the fact there's a lot of cash around at the moment.

I'm more bullish in technology than I've been in a while. Chip stocks are in the right place. There's big demand.

I'm more bullish technology than I've been in a while. Chip stocks are in the right place. There's big demand.