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Best 3 tech plays in 2014

The best stocks for 2014 are leaders in strong sectors, Piper Jaffray analyst Gene Munster said Friday.

"It's pretty straightforward: Pick the themes, then pick the winners within the themes," he said.

On CNBC's "Halftime Report," Munster identified three areas of technology that he believed would do well next year: mobile, e-commerce and local.