Talking Tech – Episode 9
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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