Why we've stay committed to tech stocks during the sector's recent sell-off

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You want to be in the great secular growth stories that have nothing to do with Federal Reserve's interest rate policy or the economy in general.

Why are we clinging to so much tech after such a brutal period of selling? I know many on Wall Street have fled the usual suspects. Not us. Although we have cut some of them back. I need you to know why we suffer through these difficult stretches rather than just ring the register and move on.

Larry Ellison, co-founder, chairman and chief technology officer of Oracle, speaks during the Oracle OpenWorld conference in San Francisco on Oct. 1, 2017.

 

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