Todd Trubie

TODD TRUBIE: Welcome everyone to The New Old Thing panel* which is our attempt to be clever with the title for a technology panel.My name is Todd Trubie, and I'm a mutual fund analyst with Morningstar.
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TODD TRUBIE: It has become fairly common place to say that technology is a cyclical area.First of all, what is meant by that?
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TODD TRUBIE: You heard it here first.
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TODD TRUBIE: I wanted to turn to eBay.
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TODD TRUBIE: The RS Internet Age Fund® has held and I think still holds ValueClick (4.04%) which I think is an interesting stock to discuss.
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TODD TRUBIE: I wanted to turn to the individual investor right now and wanted to ask our panelists what's an appropriate use for a technology fund in an overall diversified portfolio.What's the most important thing?
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TODD TRUBIE: It's time for questions from the audience.