3 reasons to sell Microsoft, Cisco and other big tech companies | MarketWatch

.. if you look at near-term trends, it’s clear that mega-cap enterprise tech stocks face a host of challenges for the rest of the year — among them tough competition, weak IT spending and bloated operations that hold back profits and keep companies from innovating.

3 reasons to sell Microsoft, Cisco and other big tech companies – Jeff Reeves's Strength in Numbers – MarketWatch.