With S&P 500 information technology services stocks trading down more than 3 percent year to date after a volatile downturn in August, some household names have fared better than others.
Shares of Microsoft are trading more than 6 percent lower, IBM has seen an almost 8 percent decline, and shares of Qualcomm plunged almost 24 percent year to date. Facebook, on the other hand, is still 14 percent in the green year to date, and shares of Netflix are trading 135 percent higher.
While some traders see the latest downturn as an opportunity to buy shares of blue-chip companies on the dip, others aren't so sure. The state of technology companies with large market capitalizations can be viewed through the lens of value versus growth investing strategies, analysts told CNBC's "Power Lunch" Monday.